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1,382 hedge funds and large institutions have $21.6B invested in Hershey in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 557 increasing their positions, 433 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 115

29% more repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 433

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 1,3601,382 (+22)

1.06% more ownership

Funds ownership: 78.51%79.57% (+1.1%)

5% less capital invested

Capital invested by funds: $22.8B → $21.6B (-$1.16B)

16% less call options, than puts

Call options by funds: $505M | Put options by funds: $599M

Holders
1,382
Holders Change
+22
Holders Change %
+1.62%
% of All Funds
19.96%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
157
Increased
557
Reduced
433
Closed
115
Calls
$505M
Puts
$599M
Net Calls
-$93.5M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1001
Gen-Wealth Partners
Michigan
$308K +$53.8K +278 +20%
WA
1002
Waverly Advisors
Alabama
$308K +$14.7K +76 +5%
WB
1003
WesBanco Bank
West Virginia
$308K +$11.4K +59 +4%
HCA
1004
Horan Capital Advisors
Ohio
$306K
SF
1005
Synovus Financial
Georgia
$306K +$35.2K +182 +12%
FNA
1006
First National Advisers
Nebraska
$303K -$261K -1,350 -45%
CT
1007
ClearAlpha Technologies
Connecticut
$302K +$318K +1,642 New
GM
1008
GeoWealth Management
Illinois
$297K +$313K +1,618 New
KCM
1009
Kanawha Capital Management
Virginia
$297K
CWS
1010
Confluence Wealth Services
Pennsylvania
$295K +$311K +1,605 New
OTL
1011
Oak Thistle LLC
New York
$294K +$90.7K +469 +41%
BDWCC
1012
B&D White Capital Company
Texas
$294K -$445K -2,300 -59%
FFO
1013
Fiduciary Family Office
Florida
$294K
AMG
1014
Advisors Management Group
Wisconsin
$294K -$155K -800 -33%
MCWS
1015
McKinley Carter Wealth Services
West Virginia
$293K -$10.4K -54 -3%
FB
1016
Fulton Bank
Pennsylvania
$293K -$581K -3,001 -65%
TTWM
1017
TCV Trust & Wealth Management
Virginia
$293K
SFS
1018
Stiles Financial Services
Minnesota
$293K -$1.94K -10 -0.6%
S
1019
Sachetta
Massachusetts
$293K -$101K -520 -26%
KCM
1020
Kathmere Capital Management
Pennsylvania
$292K +$307K +1,588 New
CI
1021
Cigna Investments
Connecticut
$291K
WCM Investment Management
1022
WCM Investment Management
California
$290K +$306K +1,580 New
ZB
1023
Zions Bancorporation
Utah
$290K -$185K -957 -38%
LIM
1024
Letson Investment Management
Georgia
$290K
MIM
1025
Moseley Investment Management
Florida
$287K +$302K +1,561 New

HSY Hedge Fund Activity: Q2 2024 in Review

1,382 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2024, worth a combined $21.6B — down 5.1% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new HSY positions and 115 closed out — a net gain of 42 holders — while 557 added to existing stakes and 433 trimmed.

The largest buyer was Vanguard Group, adding an estimated $396M. The largest seller was Nordea Investment Management, cutting an estimated $366M.

  • 1,382 institutional investors held Hershey (HSY) as of Q2 2024, up from 1,360 in Q1 2024.
  • Funds reported $21.6B of Hershey stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 157 funds opened new Hershey positions in Q2 2024 and 115 closed out, a net change of +42 holders.
  • The largest Hershey buyer in Q2 2024 was Vanguard Group, an estimated $396M added.
  • The largest Hershey seller in Q2 2024 was Nordea Investment Management, an estimated $366M sold.

Based on aggregated 13F filings for Q2 2024.