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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
AWA
1076
Arkadios Wealth Advisors
Georgia
$245K +$36.8K +190 +17%
NWM
1077
Northcape Wealth Management
New York
$244K -$7.93K -41 -3%
YIA
1078
YHB Investment Advisors
Connecticut
$243K +$1.94K +10 +0.8%
BFA
1079
Beaumont Financial Advisors
Massachusetts
$242K +$387 +2 +0.2%
MIM
1080
MTM Investment Management
South Carolina
$240K +$1.74K +9 +0.7%
CRI
1081
Colonial River Investments
Virginia
$240K -$18.8K -97 -7%
CD
1082
Chapin Davis
Maryland
$240K +$252K +1,304 New
LNB
1083
Ledyard National Bank
$240K -$110K -566 -30%
DWM
1084
Drive Wealth Management
Utah
$239K +$252K +1,300 New
CFD
1085
Creative Financial Designs
Indiana
$238K +$64K +331 +34%
BWM
1086
BCGM Wealth Management
Indiana
$238K +$1.74K +9 +0.7%
BWM
1087
Baron Wealth Management
Michigan
$236K +$248K +1,284 New
CPIG
1088
Chicago Partners Investment Group
Illinois
$236K +$1.16K +6 +0.5%
ACP
1089
Aviance Capital Partners
Florida
$231K +$1.35K +7 +0.6%
AOWM
1090
Alpha Omega Wealth Management
Virginia
$231K
LBWM
1091
Left Brain Wealth Management
Illinois
$231K +$20.3K +105 +9%
VIP
1092
Vista Investment Partners
Oklahoma
$230K
SAMT
1093
Select Asset Management & Trust
Pennsylvania
$230K
VPP
1094
Vertex Planning Partners
Illinois
$229K +$580 +3 +0.2%
SFS
1095
Strategic Financial Services
New York
$229K
SWM
1096
Spire Wealth Management
Virginia
$227K -$49K -253 -17%
WC
1097
Waterloo Capital
Texas
$226K -$1.94K -10 -0.8%
TWM
1098
Thrive Wealth Management
Pennsylvania
$225K +$237K +1,224 New
TF
1099
Trek Financial
Arizona
$225K +$237K +1,223 New
CFS
1100
Commonwealth Financial Services
West Virginia
$224K -$11.2K -58 -5%

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.