We are live on ! Find out more
HSY icon

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
IA
1176
IFP Advisors
Florida
$126K -$93.6K -484 -41%
DMBA
1177
Deseret Mutual Benefit Administrators
Utah
$126K
MCM
1178
Manchester Capital Management
Vermont
$122K -$2.32K -12 -2%
SIM
1179
Sentry Investment Management
Wisconsin
$120K -$25.9K -134 -17%
BBHC
1180
Brown Brothers Harriman & Co
New York
$119K +$11.8K +61 +10%
SIC
1181
Salem Investment Counselors
North Carolina
$119K
AIM
1182
Anchor Investment Management
South Carolina
$114K +$4.84K +25 +4%
BC
1183
Blackhill Capital
New Jersey
$110K
CHC
1184
City Holding Co
West Virginia
$110K
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$106K +$4.45K +23 +4%
TH
1186
TCTC Holdings
Texas
$103K
BL
1187
BFSG LLC
California
$101K
TIM
1188
Tortoise Investment Management
New York
$101K -$2.52K -13 -2%
TSWM
1189
Tyler-Stone Wealth Management
Ohio
$100K
CC
1190
Centiva Capital
New York
$99.1K -$1.65M -8,513 -94%
BONH
1191
Bank of New Hampshire
New Hampshire
$97.4K -$9.67K -50 -9%
HCM
1192
Hollencrest Capital Management
California
$92.8K
HCP
1193
Hexagon Capital Partners
Arkansas
$92.1K -$7.55K -39 -7%
TFA
1194
Transamerica Financial Advisors
Florida
$92K
AA
1195
Alta Advisers
United Kingdom
$91.9K
PPA
1196
Painted Porch Advisors
California
$91.7K +$96.5K +499 New
ATC
1197
Adirondack Trust Company
New York
$91.4K
SIS
1198
Sound Income Strategies
Florida
$90.7K +$1.35K +7 +1%
LWANC
1199
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.6K
FNWA
1200
Financial Network Wealth Advisors
Utah
$83.7K +$87.8K +454 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.