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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
BB
1051
Berkshire Bank
Massachusetts
$271K
MA
1052
Montag & Associates
Georgia
$271K
PWLP
1053
Prio Wealth Limited Partnership
Massachusetts
$270K -$61.9K -320 -18%
FSA
1054
Franklin Street Advisors
North Carolina
$270K +$284K +1,470 New
FI
1055
FWG Investments
Kentucky
$268K +$3.68K +19 +1%
SLG
1056
Stanley-Laman Group
Pennsylvania
$262K -$177K -913 -39%
HL
1057
HeadInvest LLC
Maine
$262K
WA
1058
WealthTrust Axiom
Pennsylvania
$259K +$6.77K +35 +3%
IPWA
1059
International Private Wealth Advisors
California
$259K +$27.1K +140 +11%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$231K +1,193 +563%
BIM
1061
Baldwin Investment Management
Pennsylvania
$258K
EGA
1062
E&G Advisors
Texas
$257K
Luther King Capital Management (LKCM)
1063
Luther King Capital Management (LKCM)
Texas
$257K
GP
1064
Girard Partners
Pennsylvania
$256K +$20.1K +104 +8%
VDI
1065
Vaughan David Investments
Illinois
$256K -$34.6K -179 -11%
GPA
1066
Garrison Point Advisors
California
$255K -$56.1K -290 -17%
MPWT
1067
MassMutual Private Wealth & Trust
Connecticut
$249K +$44.3K +229 +20%
QCG
1068
Quadrant Capital Group
Ohio
$249K -$58.2K -301 -18%
VC
1069
Vicus Capital
Pennsylvania
$248K -$1.74K -9 -0.7%
DBRC
1070
D.B. Root & Company
Pennsylvania
$248K +$27.7K +143 +12%
CTFG
1071
Capstone Triton Financial Group
Oklahoma
$247K +$260K +1,346 New
RWA
1072
Rooted Wealth Advisors
Illinois
$246K +$42.4K +219 +21%
JWCA
1073
J.W. Coons Advisors
Ohio
$245K +$258K +1,335 New
WPC
1074
Wedmont Private Capital
Pennsylvania
$245K +$251K +1,298 New
MJRIC
1075
Mogy Joel R Investment Counsel
California
$245K

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.