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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
LWA
1151
Lowe Wealth Advisors
Maryland
$172K +$193 +1 +0.1%
BGAI
1152
Bruce G. Allen Investments
Colorado
$171K +$23.6K +122 +15%
HDIM
1153
Hanson & Doremus Investment Management
Vermont
$168K +$193 +1 +0.1%
HBT
1154
Hills Bank & Trust
Iowa
$167K -$3.1K -16 -2%
FMTCOCP
1155
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$165K +$38.7K +200 +29%
CF
1156
Centaurus Financial
California
$164K +$3.87K +20 +2%
IBOK
1157
Independence Bank of Kentucky
Kentucky
$164K +$91.9K +475 +114%
MCM
1158
MV Capital Management
Maryland
$161K +$1.16K +6 +0.7%
HFS
1159
Hantz Financial Services
Michigan
$161K +$774 +4 +0.5%
BTI
1160
Blue Trust Inc
Georgia
$158K +$35.2K +182 +29%
FFA
1161
First Foundation Advisors
California
$157K -$77.6K -401 -32%
JFA
1162
JNBA Financial Advisors
Minnesota
$153K +$8.9K +46 +6%
FFA
1163
Fairfield Financial Advisors
Massachusetts
$144K +$151K +782 New
CAL
1164
Capital Analysts LLC
Pennsylvania
$143K
PO
1165
Private Ocean
California
$140K
PCFFS
1166
Pacific Center for Financial Services
California
$137K
TSMHT
1167
Thurston Springer Miller Herd & Titak
Indiana
$136K +$144K +742 New
JWA
1168
JFS Wealth Advisors
Pennsylvania
$136K -$193 -1 -0.1%
WOSD
1169
WFA of San Diego
California
$135K +$142K +735 New
FGA
1170
Fortis Group Advisors
New Jersey
$135K
ACM
1171
Adalta Capital Management
New York
$132K +$139K +720 New
PFA
1172
Pathway Financial Advisers
Indiana
$128K +$25.5K +132 +23%
SGC
1173
Slocum, Gordon & Co
Rhode Island
$127K
BLC
1174
Brown, Lisle/Cummings
Rhode Island
$126K +$104K +540 +365%
ECM
1175
Elgethun Capital Management
South Dakota
$126K +$967 +5 +0.7%

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.