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Hershey
HSY

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,361
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
19.6%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
156
Increased
532
Reduced
422
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$663M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$416M
3
Truist Financial
Truist Financial
North Carolina
+$206M
4
Bank of America
Bank of America
North Carolina
+$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$663M
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
BlackRock
BlackRock
New York
-$190M
4
Ameriprise
Ameriprise
Minnesota
-$144M
5
JP Morgan Chase
JP Morgan Chase
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1101
Collective Family Office
Pennsylvania
$214K – – –
AWMG
1102
Alliance Wealth Management Group
New Jersey
$214K – – –
TCM
1103
Towercrest Capital Management
Pennsylvania
$214K – – –
HKIMG
1104
Hutchens & Kramer Investment Management Group
Indiana
$213K +$208K +1,077 New
RWA
1105
Rooted Wealth Advisors
Illinois
$212K +$204K +1,055 New
PIP
1106
Peachtree Investment Partners
Florida
$212K -$627K -3,249 -75%
MKA
1107
M. Kulyk & Associates
Georgia
$210K – – –
MG
1108
Meritage Group
California
$210K -$14.1K -73 -6%
NAM
1109
NTV Asset Management
West Virginia
$210K +$208K +1,078 New
QPWM
1110
Quadrant Private Wealth Management
Pennsylvania
$209K – – –
KFGK
1111
Keystone Financial Group (Kentucky)
Kentucky
$208K +$206K +1,068 New
CAI
1112
Capital Advisors Inc
Oklahoma
$208K +$206K +1,067 New
KA
1113
KLCM Advisors
Wisconsin
$208K +$206K +1,067 New
BCCM
1114
Bridge Creek Capital Management
Massachusetts
$206K +$204K +1,060 New
QWM
1115
Quaker Wealth Management
New Jersey
$206K +$204K +1,057 New
FAIM
1116
Financial Advocates Investment Management
Washington
$203K +$202K +1,045 New
WA
1117
Wealth Alliance
New York
$203K -$18.3K -95 -8%
WTB
1118
Washington Trust Bank
Washington
$202K +$201K +1,041 New
SWM
1119
Sendero Wealth Management
Texas
$202K +$200K +1,036 New
IA
1120
IAM Advisory
Pennsylvania
$201K +$200K +1,035 New
LIM
1121
Longfellow Investment Management
Massachusetts
$201K +$197K +1,021 +9,282%
AWM
1122
Aberdeen Wealth Management
Illinois
$201K +$199K +1,032 New
SIGI
1123
Susquehanna International Group (Ireland)
Ireland
$201K +$199K +1,031 New
LFA
1124
LGT Financial Advisors
Texas
$195K +$63.7K +330 +49%
CYG
1125
Clean Yield Group
Vermont
$195K -$19.3K -100 -9%
43 44
45
46 47

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.