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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
GG
1226
Gleason Group
Kentucky
$57.8K +$387 +2 +0.6%
CWM
1227
Cranbrook Wealth Management
Michigan
$57.7K
DAM
1228
Delta Asset Management
Tennessee
$57K
CT
1229
Clearstead Trust
Maine
$55.5K -$1.48M -7,653 -96%
GA
1230
GoalVest Advisory
New York
$55.1K
QL
1231
Quarry LP
New York
$55.1K +$32.1K +166 +124%
NC
1232
nVerses Capital
Florida
$55.1K +$58K +300 New
CCG
1233
Ceeto Capital Group
Florida
$55K -$387K -2,000 -87%
Loomis, Sayles & Company
1234
Loomis, Sayles & Company
Massachusetts
$55K +$58K +300 New
BHWM
1235
Beaird Harris Wealth Management
Texas
$53.5K +$387 +2 +0.7%
TPCW
1236
TD Private Client Wealth
New York
$53.1K -$11.2K -58 -17%
GWSG
1237
GPS Wealth Strategies Group
Colorado
$52.6K
HIA
1238
Harbor Investment Advisory
Maryland
$52K -$120K -618 -69%
TIM
1239
Thompson Investment Management
Wisconsin
$50.6K
KFS
1240
Kelly Financial Services
Massachusetts
$50.5K +$7.74K +40 +17%
SL
1241
Salomon & Ludwin
Virginia
$49.6K
MLA
1242
MB, Levis & Associates
Pennsylvania
$49.5K +$387 +2 +0.7%
GJIA
1243
Glass Jacobson Investment Advisors
Maryland
$48.9K
CFFP
1244
Center for Financial Planning
Michigan
$48.5K -$15.1K -78 -23%
NSIM
1245
North Star Investment Management
Illinois
$47K -$1.35K -7 -3%
GI
1246
Gradient Investments
Minnesota
$46.2K +$20.3K +105 +72%
AA
1247
AlphaMark Advisors
Kentucky
$46K
C
1248
Covestor
United Kingdom
$45K +$17.8K +92 +60%
AAG
1249
Armstrong Advisory Group
Massachusetts
$44.1K
SWM
1250
Sugarloaf Wealth Management
Georgia
$42.1K

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.