1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
1001
Montag & Associates
Georgia
$287K
BWL
1002
Bogart Wealth LLC
Virginia
$283K +$3.31K +17 +1%
FI
1003
FWG Investments
Kentucky
$280K +$280K +1,437 New
HL
1004
HeadInvest LLC
Maine
$277K
RCM
1005
Radnor Capital Management
Pennsylvania
$277K +$34.1K +175 +14%
KWA
1006
Kingswood Wealth Advisors
California
$277K -$116K -596 -30%
OWA
1007
Outlook Wealth Advisors
Texas
$273K +$60.1K +309 +28%
SAG
1008
SageView Advisory Group
California
$273K +$273K +14,071 New
CRI
1009
Colonial River Investments
Virginia
$273K -$718K -3,689 -72%
BIM
1010
Baldwin Investment Management
Pennsylvania
$272K
PC
1011
Pecaut & Co
Iowa
$272K -$195K -1,000 -42%
EGA
1012
E&G Advisors
Texas
$272K -$19.5K -100 -7%
Luther King Capital Management (LKCM)
1013
Luther King Capital Management (LKCM)
Texas
$272K
GWP
1014
Gen-Wealth Partners
Michigan
$272K +$272K +1,398 New
SFO
1015
Stokes Family Office
Louisiana
$272K +$30.3K +156 +13%
MSWM
1016
McGlone Suttner Wealth Management
Wisconsin
$270K +$48.2K +248 +22%
AWM
1017
Accurate Wealth Management
Florida
$268K +$3.7K +20 +1%
CPIA
1018
Cornell Pochily Investment Advisors
New York
$267K
WA
1019
WealthTrust Axiom
Pennsylvania
$267K
LA
1020
Lifeworks Advisors
Michigan
$267K -$52.3K -269 -16%
NP
1021
NorthRock Partners
Minnesota
$267K +$267K +1,373 New
CIS
1022
Connors Investor Services
Pennsylvania
$266K
NWM
1023
Northcape Wealth Management
New York
$266K -$16.3K -84 -6%
AG
1024
Ascent Group
Virginia
$265K -$467K -2,399 -64%
VC
1025
Vicus Capital
Pennsylvania
$264K +$264K +1,359 New