Hershey
1,361 hedge funds and large institutions have $22.8B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 532 increasing their positions, 422 reducing their positions, and 132 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 532 | Existing positions reduced: 422
18% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 132
2% more capital invested
Capital invested by funds: $22.3B → $22.8B (+$461M)
1% more funds holding
Funds holding: 1,348 → 1,361 (+13)
5% less call options, than puts
Call options by funds: $595M | Put options by funds: $627M
1.25% less ownership
Funds ownership: 79.76% → 78.51% (-1.2%)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$663M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$416M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$206M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$162M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$663M |
| 2 |
Renaissance Technologies
New York
|
-$197M |
| 3 |
BlackRock
New York
|
-$190M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$144M |
| 5 |
JP Morgan Chase
New York
|
-$140M |
HSY Hedge Fund Activity: Q1 2024 in Review
1,361 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2024, worth a combined $22.8B — up 2.1% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new HSY positions and 132 closed out — a net gain of 24 holders — while 532 added to existing stakes and 422 trimmed.
The largest buyer was Charles Schwab, adding an estimated $663M. The largest seller was Morgan Stanley, cutting an estimated $663M.
- 1,361 institutional investors held Hershey (HSY) as of Q1 2024, up from 1,348 in Q4 2023.
- Funds reported $22.8B of Hershey stock for Q1 2024, up 2.1% quarter-over-quarter.
- 156 funds opened new Hershey positions in Q1 2024 and 132 closed out, a net change of +24 holders.
- The largest Hershey buyer in Q1 2024 was Charles Schwab, an estimated $663M added.
- The largest Hershey seller in Q1 2024 was Morgan Stanley, an estimated $663M sold.
Based on aggregated 13F filings for Q1 2024.