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Hershey
HSY

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
1051
Vertex Planning Partners
Illinois
$242K -$12.1K -62 -5%
SFS
1052
Strategic Financial Services
New York
$242K – – –
WC
1053
Waterloo Capital
Texas
$241K +$4.28K +22 +2%
CFS
1054
Commonwealth Financial Services
West Virginia
$237K – – –
MF
1055
Magnetar Financial
Illinois
$237K +$237K +1,217 New
MIA
1056
MainStreet Investment Advisors
Illinois
$236K +$236K +1,212 New
DBRC
1057
D.B. Root & Company
Pennsylvania
$234K +$234K +1,205 New
IP
1058
Ignite Planners
California
$234K -$34.5K -174 -13%
GCP
1059
Gill Capital Partners
Colorado
$234K +$1.55K +8 +0.7%
GWANC
1060
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K -$51.7K -266 -18%
HAFS
1061
Hapanowicz & Associates Financial Services
Pennsylvania
$233K – – –
Nomura Holdings
1062
Nomura Holdings
Japan
$233K -$356K -1,829 -60%
GCM
1063
Gallacher Capital Management
Colorado
$232K -$313K -1,610 -57%
APP
1064
Avantax Planning Partners
Iowa
$231K +$21.8K +112 +10%
CW
1065
Channel Wealth
California
$231K +$1.95K +10 +0.8%
SWA
1066
Stratos Wealth Advisors
Ohio
$230K -$25.7K -132 -10%
TVWM
1067
Tower View Wealth Management
Wisconsin
$230K -$583K -3,000 -72%
MGIA
1068
Moneta Group Investment Advisors
Missouri
$229K +$1.94K +10 +0.9%
D
1069
Diversified
Delaware
$229K +$972 +5 +0.4%
MS
1070
Madden Securities
Texas
$229K -$38.9K -200 -15%
CAM
1071
Cypress Asset Management
Texas
$229K -$43.8K -225 -16%
SAF
1072
Smith Anglin Financial
Texas
$228K -$122K -629 -35%
IA
1073
IFP Advisors
Florida
$228K +$5.06K +26 +2%
RCAG
1074
Rehmann Capital Advisory Group
Michigan
$227K +$11.7K +60 +5%
HVIA
1075
Hudson Valley Investment Advisors
New York
$226K – – –
41 42
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