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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
WIA
1201
Wetzel Investment Advisors
Indiana
$83.6K
SAM
1202
Smartleaf Asset Management
Massachusetts
$83.2K +$24.6K +127 +39%
MA
1203
MCF Advisors
Kentucky
$83.1K
BAM
1204
Bellevue Asset Management
Washington
$82.7K
MMG
1205
Monetary Management Group
Missouri
$82.7K +$87.1K +450 New
TFF
1206
The Family Firm
Maryland
$82K +$86.3K +446 New
NMG
1207
New Millennium Group
Utah
$81.6K +$85.9K +444 New
RCM
1208
Raleigh Capital Management
North Carolina
$79.9K +$6.19K +32 +8%
PFSC
1209
Peoples Financial Services Corp
Pennsylvania
$78.9K
LC
1210
Lindbrook Capital
California
$78.5K -$19.2K -99 -19%
CB
1211
Chris Bulman
California
$74.6K +$78.6K +406 New
LFA
1212
LGT Financial Advisors
Texas
$73.8K -$116K -601 -60%
RWM
1213
Ruedi Wealth Management
Illinois
$73.7K +$193 +1 +0.3%
ECM
1214
Estabrook Capital Management
New York
$73.5K
TLCM
1215
Twin Lakes Capital Management
California
$73.5K
FHA
1216
First Horizon Advisors
Tennessee
$72.8K +$1.16K +6 +2%
MFG
1217
Mendota Financial Group
Wisconsin
$70.2K
FCA
1218
FinTrust Capital Advisors
South Carolina
$69.7K -$387K -1,999 -84%
EA
1219
Evolution Advisers
Virginia
$69K +$193 +1 +0.3%
MHR
1220
Matthew Hamilton Rosenberg
$69K -$18.2K -94 -20%
CFO
1221
CVA Family Office
Colorado
$68.8K +$52.6K +272 +267%
PGAM
1222
Princeton Global Asset Management
New Jersey
$65.7K +$193 +1 +0.3%
CWC
1223
Carolinas Wealth Consulting
North Carolina
$64.2K +$387 +2 +0.6%
CH
1224
Cromwell Holdings
Wyoming
$63.6K +$66.9K +346 New
BFPW
1225
BOK Financial Private Wealth
Colorado
$60.6K

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.