HSY icon

Hershey
HSY

Overview Fund Activity

1,333 hedge funds and large institutions have $21.2B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 430 increasing their positions, 523 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-50
Holders Change %
-3.62%
% of All Funds
17.74%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
185
Increased
430
Reduced
523
Closed
211
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$505M
2
Holocene Advisors
Holocene Advisors
New York
+$143M
3
Squarepoint
Squarepoint
New York
+$91.6M
4
UBS Group
UBS Group
Switzerland
+$82.9M
5
UBS AM
UBS AM
Illinois
+$76.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$305M
2
Bank of America
Bank of America
North Carolina
-$128M
3
IAIM
International Assets Investment Management
Florida
-$96.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.5M
5
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
1126
Flagship Wealth Advisors
Massachusetts
$81.7K +$81.7K +482 New
MFG
1127
Menard Financial Group
Texas
$79.4K +$79.4K +469 New
TIM
1128
Tortoise Investment Management
New York
$76.9K -$12K -71 -14%
BAM
1129
Bellevue Asset Management
Washington
$76.4K +$169 +1 +0.2%
NMG
1130
New Millennium Group
Utah
$75.9K +$508 +3 +0.7%
VWM
1131
Venturi Wealth Management
Texas
$73.7K +$60.6K +358 +465%
AAP
1132
Arax Advisory Partners
Colorado
$73.4K +$73.4K +433 New
PFSC
1133
Peoples Financial Services Corp
Pennsylvania
$72.6K – – –
FHA
1134
First Horizon Advisors
Tennessee
$72.5K -$1.87K -11 -3%
SOW
1135
State of Wyoming
Wyoming
$71.1K +$34.9K +206 +96%
SAM
1136
Smartleaf Asset Management
Massachusetts
$71K -$27.5K -163 -28%
HCP
1137
Hexagon Capital Partners
Arkansas
$70.7K -$9.66K -57 -12%
GTAM
1138
Global Trust Asset Management
Florida
$67.7K -$119K -700 -64%
RWM
1139
Ruedi Wealth Management
Illinois
$67.7K – – –
TLCM
1140
Twin Lakes Capital Management
California
$67.7K – – –
ECM
1141
Estabrook Capital Management
New York
$67.7K – – –
PCM
1142
Penserra Capital Management
California
$66K +$63K +374 +2,078%
RCM
1143
Raleigh Capital Management
North Carolina
$64.2K -$3.56K -21 -5%
EA
1144
Evolution Advisers
Virginia
$64K +$168 +1 +0.3%
WA
1145
WPG Advisers
Maryland
$62.8K +$62.8K +371 New
HNW
1146
High Note Wealth
Minnesota
$62K +$62K +366 New
UCB
1147
United Community Bank
South Carolina
$55.9K +$55.9K +330 New
BFPW
1148
BOK Financial Private Wealth
Colorado
$55.8K – – –
CFP
1149
Comprehensive Financial Planning
Pennsylvania
$54K +$54K +319 New
GG
1150
Gleason Group
Kentucky
$54K +$508 +3 +0.9%
44 45
46
47 48