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Hershey

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
GCP
1101
Gill Capital Partners
Colorado
$223K +$1.74K +9 +0.7%
HVIA
1102
Hudson Valley Investment Advisors
New York
$223K
OAS
1103
Optivise Advisory Services
Tennessee
$223K +$234K +1,211 New
IP
1104
Ignite Planners
California
$221K +$4.26K +22 +2%
GWANC
1105
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K -$580 -3 -0.3%
RIA
1106
Realta Investment Advisors
Delaware
$220K -$127K -656 -35%
NW
1107
NewEdge Wealth
Pennsylvania
$219K -$25.7K -133 -10%
MAM
1108
Martingale Asset Management
Massachusetts
$219K -$9.88M -51,086 -98%
CWA
1109
Clearview Wealth Advisors
Oregon
$218K +$229K +1,185 New
BIG
1110
Brooklyn Investment Group
New York
$217K
MS
1111
Madden Securities
Texas
$216K
SAF
1112
Smith Anglin Financial
Texas
$216K +$193 +1 +0.1%
NCM
1113
Novare Capital Management
North Carolina
$213K +$224K +1,160 New
CCA
1114
Checchi Capital Advisers
California
$212K -$22.8K -118 -9%
MSWM
1115
McGlone Suttner Wealth Management
Wisconsin
$212K -$48K -248 -18%
APG
1116
Abacus Planning Group
South Carolina
$212K +$223K +1,154 New
CW
1117
CIC Wealth
Maryland
$211K +$223K +1,150 New
KIA
1118
KCM Investment Advisors
California
$211K
CWP
1119
CFM Wealth Partners
Texas
$211K
CI
1120
Conning Inc
Connecticut
$208K
BBA
1121
Baader Bank Aktiengesellschaft
Germany
$208K +$221K +1,141 New
BTWM
1122
Baker Tilly Wealth Management
Wisconsin
$208K -$242K -1,253 -53%
MAWA
1123
Moss Adams Wealth Advisors
Washington
$208K +$219K +1,131 New
FDCP
1124
Foster Dykema Cabot & Partners
Massachusetts
$208K
RIL
1125
Rothschild Investment LLC
Illinois
$207K +$26.9K +139 +14%

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.