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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
CAG
1026
Csenge Advisory Group
Florida
$286K -$1.16K -6 -0.4%
AA
1027
Advisory Alpha
Michigan
$286K +$6.58K +34 +2%
AIP
1028
Ameritas Investment Partners
Nebraska
$285K -$21.9K -113 -7%
SWM
1029
SeaCrest Wealth Management
New York
$285K +$300K +1,553 New
BHPW
1030
Beverly Hills Private Wealth
California
$285K +$774 +4 +0.3%
BWL
1031
Bogart Wealth LLC
Virginia
$285K +$18.6K +96 +7%
P
1032
Pitcairn
Pennsylvania
$284K +$44.5K +230 +17%
RZH
1033
Relyea Zuckerberg Hanson
Connecticut
$284K -$50.1K -259 -14%
MM
1034
MQS Management
New York
$284K +$299K +1,544 New
PIMG
1035
Patriot Investment Management Group
Tennessee
$284K -$67.7K -350 -18%
AIP
1036
Almanack Investment Partners
Pennsylvania
$282K -$69.7K -360 -19%
SFWC
1037
Strategic Family Wealth Counselors
New Jersey
$281K
GTAM
1038
Global Trust Asset Management
Florida
$280K
GWCM
1039
Godshalk Welsh Capital Management
Pennsylvania
$280K
SFO
1040
Stokes Family Office
Louisiana
$279K +$22.8K +118 +8%
Members Trust
1041
Members Trust
Florida
$278K -$17.2K -89 -6%
EWM
1042
Evercore Wealth Management
New York
$278K -$580 -3 -0.2%
IGAM
1043
iA Global Asset Management
Quebec, Canada
$278K -$1.15M -5,931 -80%
OBGC
1044
O'Brien Greene & Co
Pennsylvania
$277K +$1.55K +8 +0.5%
BMC
1045
Beaton Management Company
Massachusetts
$277K
LAM
1046
LifePro Asset Management
California
$276K +$38.1K +197 +15%
RPC
1047
Rossmore Private Capital
Connecticut
$276K
NFG
1048
Nadler Financial Group
Illinois
$276K
ET
1049
Equitable Trust
Tennessee
$273K +$35.4K +183 +14%
AWM
1050
Accurate Wealth Management
Florida
$272K -$1.94K -10 -0.7%

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.