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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
WAL
1126
W Advisors LLC
Tennessee
$206K
FIA
1127
Foundations Investment Advisors
Arizona
$206K +$217K +1,120 New
FNB
1128
Farmers National Bank
Kentucky
$206K
NAM
1129
NTV Asset Management
West Virginia
$205K +$7.55K +39 +4%
IEFM
1130
IQ EQ Fund Management
Ireland
$205K
SWP
1131
Significant Wealth Partners
Illinois
$204K -$1.03M -5,345 -83%
RCAG
1132
Rehmann Capital Advisory Group
Michigan
$204K -$10.4K -54 -5%
ML
1133
McAdam LLC
Pennsylvania
$204K +$215K +1,111 New
TPI
1134
Trust Point Inc
Wisconsin
$204K -$37.1K -192 -15%
AC
1135
Avestar Capital
New York
$204K -$190K -980 -47%
SAM
1136
Secure Asset Management
Michigan
$204K +$214K +1,108 New
FFG
1137
Fiduciary Financial Group
California
$203K +$207K +1,068 New
THWM
1138
Taylor Hoffman Wealth Management
Virginia
$203K
AWMG
1139
Alliance Wealth Management Group
New Jersey
$202K
TCM
1140
Towercrest Capital Management
Pennsylvania
$202K
CPC
1141
Congress Park Capital
New York
$202K +$213K +1,100 New
HCM
1142
Hodges Capital Management
Texas
$202K +$213K +1,100 New
FCP
1143
Fidelis Capital Partners
Florida
$200K -$47.8K -247 -20%
EWM
1144
Empirical Wealth Management
Washington
$200K -$93.3K -482 -31%
ATC
1145
Advantage Trust Company
Kansas
$193K +$48.4K +250 +31%
TVWM
1146
Tower View Wealth Management
Wisconsin
$192K -$27.1K -140 -12%
CYG
1147
Clean Yield Group
Vermont
$184K
SS
1148
Sunbelt Securities
Texas
$181K +$31K +160 +19%
RA
1149
Ransom Advisory
Rhode Island
$178K +$90.7K +469 +94%
CSC
1150
Caldwell Sutter Capital
California
$173K +$182K +942 New

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.