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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 %
CPIG
1076
Chicago Partners Investment Group
Illinois
$226K +$8.98K +48 +4%
LBWM
1077
Left Brain Wealth Management
Illinois
$223K -$1.36K -7 -0.6%
KIA
1078
KCM Investment Advisors
California
$223K -$2.31M -11,889 -91%
CWP
1079
CFM Wealth Partners
Texas
$223K – – –
GHA
1080
Granite Harbor Advisors
Texas
$223K +$223K +1,148 New
AWA
1081
Arkadios Wealth Advisors
Georgia
$222K -$76.6K -394 -26%
KA
1082
Kintegral Advisory
New York
$221K -$778 -4 -0.4%
CI
1083
Conning Inc
Connecticut
$221K -$15.6K -80 -7%
OTL
1084
Oak Thistle LLC
New York
$220K +$220K +1,132 New
FDCP
1085
Foster Dykema Cabot & Partners
Massachusetts
$220K – – –
MPWT
1086
MassMutual Private Wealth & Trust
Connecticut
$219K +$3.31K +17 +2%
WAL
1087
W Advisors LLC
Tennessee
$218K +$4.67K +24 +2%
FNB
1088
Farmers National Bank
Kentucky
$217K +$3.5K +18 +2%
IEFM
1089
IQ EQ Fund Management
Ireland
$217K +$217K +1,116 New
BIG
1090
Brooklyn Investment Group
New York
$217K -$13.1K -66 -6%
THWM
1091
Taylor Hoffman Wealth Management
Virginia
$216K – – –
NC
1092
NovaPoint Capital
Georgia
$215K -$22.6K -116 -10%
CFO
1093
Collective Family Office
Pennsylvania
$214K – – –
AWMG
1094
Alliance Wealth Management Group
New Jersey
$214K – – –
TCM
1095
Towercrest Capital Management
Pennsylvania
$214K – – –
HKIMG
1096
Hutchens & Kramer Investment Management Group
Indiana
$213K +$213K +1,077 New
RWA
1097
Rooted Wealth Advisors
Illinois
$212K +$212K +1,055 New
PIP
1098
Peachtree Investment Partners
Florida
$212K -$632K -3,249 -75%
MKA
1099
M. Kulyk & Associates
Georgia
$210K – – –
MG
1100
Meritage Group
California
$210K -$14.2K -73 -6%
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