HSY icon

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 %
NAM
1101
NTV Asset Management
West Virginia
$210K +$210K +1,078 New
QPWM
1102
Quadrant Private Wealth Management
Pennsylvania
$209K – – –
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$208K +$208K +1,068 New
CAI
1104
Capital Advisors Inc
Oklahoma
$208K +$208K +1,067 New
KA
1105
KLCM Advisors
Wisconsin
$208K +$208K +1,067 New
BCCM
1106
Bridge Creek Capital Management
Massachusetts
$206K +$206K +1,060 New
QWM
1107
Quaker Wealth Management
New Jersey
$206K +$206K +1,057 New
FAIM
1108
Financial Advocates Investment Management
Washington
$203K +$203K +1,045 New
WA
1109
Wealth Alliance
New York
$203K -$18.5K -95 -8%
WTB
1110
Washington Trust Bank
Washington
$202K +$202K +1,041 New
SWM
1111
Sendero Wealth Management
Texas
$202K +$202K +1,036 New
IA
1112
IAM Advisory
Pennsylvania
$201K +$201K +1,035 New
LIM
1113
Longfellow Investment Management
Massachusetts
$201K +$199K +1,021 +9,282%
AWM
1114
Aberdeen Wealth Management
Illinois
$201K +$201K +1,032 New
SIGI
1115
Susquehanna International Group (Ireland)
Ireland
$201K +$201K +1,031 New
LFA
1116
LGT Financial Advisors
Texas
$195K +$64.2K +330 +49%
CYG
1117
Clean Yield Group
Vermont
$195K -$19.5K -100 -9%
HB
1118
Horizon Bancorp
Indiana
$194K – – –
VSQM
1119
V-Square Quantitative Management
Illinois
$192K – – –
RIL
1120
Rothschild Investment LLC
Illinois
$192K +$389 +2 +0.2%
CFD
1121
Creative Financial Designs
Indiana
$187K +$148K +762 +379%
LWA
1122
Lowe Wealth Advisors
Maryland
$181K +$194 +1 +0.1%
HBT
1123
Hills Bank & Trust
Iowa
$180K -$17.3K -89 -9%
MG
1124
Mather Group
Illinois
$180K -$45.9K -246 -20%
HDIM
1125
Hanson & Doremus Investment Management
Vermont
$178K +$194 +1 +0.1%
43 44
45
46 47