1,341 hedge funds and large institutions have $22.2B invested in Hershey in 2023 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 469 increasing their positions, 445 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+50
Holders Change %
+3.87%
% of All Funds
19.66%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.18%
New
183
Increased
469
Reduced
445
Closed
115
Calls
$575M
Puts
$607M
Net Calls
-$32.2M
Net Calls Change
+$42.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1026
Stratos Wealth Advisors
Ohio
$245K -$35.1K -188 -13%
BFA
1027
Beaumont Financial Advisors
Massachusetts
$245K -$746 -4 -0.3%
SCM
1028
Schnieders Capital Management
California
$244K +$244K +1,308 New
VPP
1029
Vertex Planning Partners
Illinois
$244K +$12.7K +68 +5%
ET
1030
Equitable Trust
Tennessee
$242K -$29.1K -156 -11%
P
1031
Pitcairn
Pennsylvania
$240K +$5.41K +29 +2%
BWM
1032
BCGM Wealth Management
Indiana
$238K +$1.68K +9 +0.7%
CFS
1033
Commonwealth Financial Services
West Virginia
$237K -$35.4K -190 -13%
PAM
1034
Pegasus Asset Management
New York
$235K -$44.7K -240 -16%
AOWM
1035
Alpha Omega Wealth Management
Virginia
$234K +$3.54K +19 +2%
CT
1036
Coastline Trust
Rhode Island
$233K
GF
1037
Gabelli Funds
New York
$233K +$46.6K +250 +25%
SAMT
1038
Select Asset Management & Trust
Pennsylvania
$233K
RCM
1039
Radnor Capital Management
Pennsylvania
$232K +$232K +1,247 New
SFS
1040
Strategic Financial Services
New York
$232K
SFO
1041
Stokes Family Office
Louisiana
$231K -$29.3K -157 -11%
BHIA
1042
Birch Hill Investment Advisors
Massachusetts
$231K
NC
1043
NovaPoint Capital
Georgia
$227K
WC
1044
Waterloo Capital
Texas
$227K +$2.24K +12 +1%
CI
1045
Conning Inc
Connecticut
$226K -$2.8K -15 -1%
MG
1046
Mather Group
Illinois
$226K -$373 -2 -0.2%
TAM
1047
Tocqueville Asset Management
New York
$224K +$224K +1,202 New
HAFS
1048
Hapanowicz & Associates Financial Services
Pennsylvania
$224K
AWM
1049
Able Wealth Management
New Jersey
$224K +$224K +1,200 New
GCP
1050
Gill Capital Partners
Colorado
$223K +$1.49K +8 +0.7%