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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
PP
1276
PFS Partners
New Jersey
$23.9K
RA
1277
Rise Advisors
New York
$23.3K +$193 +1 +0.8%
PB
1278
Pinnacle Bancorp
Nebraska
$23K
JWM
1279
Janiczek Wealth Management
Colorado
$21.7K -$35.4K -183 -61%
NECFA
1280
New England Capital Financial Advisors
Connecticut
$21.6K +$193 +1 +0.9%
PCWA
1281
Pacific Capital Wealth Advisors
California
$20.6K +$7.35K +38 +51%
BFS
1282
Burkett Financial Services
South Carolina
$20.2K +$193 +1 +0.9%
VNA
1283
Valley National Advisers
Pennsylvania
$20K +$7.93K +41 +59%
WBC
1284
West Branch Capital
Massachusetts
$19.9K
CAS
1285
Coppell Advisory Solutions
Texas
$19.9K +$20.9K +108 New
OWA
1286
Opal Wealth Advisors
New York
$19.7K +$20.7K +107 New
1IA
1287
1620 Investment Advisors
Massachusetts
$19.1K +$20.1K +104 New
IRC
1288
Investors Research Corp
Georgia
$19.1K +$20.1K +104 New
VWM
1289
Venturi Wealth Management
Texas
$18.8K -$4.26K -22 -18%
EFP
1290
EnRich Financial Partners
Wisconsin
$18.6K
CIAS
1291
CBIZ Investment Advisory Services
Ohio
$18.4K
FFL
1292
Financial Freedom LLC
Ohio
$18.4K
RAM
1293
Riggs Asset Management
Pennsylvania
$18.4K
SN
1294
Sittner & Nelson
Oregon
$18.4K
WSCM
1295
Wellington Shields Capital Management
New York
$18.4K +$19.3K +100 New
PP
1296
Pacifica Partners
Canada
$18.4K -$19.3K -100 -50%
FMII
1297
Farmers & Merchants Investments Inc
Nebraska
$17.6K -$6.19K -32 -25%
AA
1298
Addison Advisors
Vermont
$17.6K +$9.87K +51 +113%
PMFA
1299
Plante Moran Financial Advisors
Michigan
$17.5K -$7.35K -38 -29%
VCM
1300
Versant Capital Management
Arizona
$16.7K -$66K -341 -79%

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.