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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
RFG
1301
REAP Financial Group
Texas
$15.4K +$580 +3 +4%
GKIM
1302
GW&K Investment Management
Massachusetts
$15K +$3.48K +18 +30%
SHIM
1303
Stone House Investment Management
Pennsylvania
$14.5K +$9.09K +47 +147%
PWMG
1304
Prestige Wealth Management Group
New Jersey
$14.3K -$8.32K -43 -36%
TCM
1305
Tradewinds Capital Management
Washington
$14.3K +$1.94K +10 +15%
CCA
1306
Criterion Capital Advisors
Tennessee
$14K
EBA
1307
Eagle Bay Advisors
New York
$13.8K -$580 -3 -4%
BWP
1308
Baldwin Wealth Partners
Massachusetts
$13.8K
KIG
1309
Kessler Investment Group
Indiana
$13.8K
OP
1310
ORG Partners
Indiana
$13.3K -$63.7K -329 -82%
SOS
1311
Silver Oak Securities
Tennessee
$12.2K
TCA
1312
Trifecta Capital Advisors
Illinois
$11.6K
ADL
1313
Asset Dedication LLC
California
$11K
IA
1314
IFS Advisors
Kansas
$10.5K
CAM
1315
Close Asset Management
United Kingdom
$10K
HC
1316
Hoese & Co
Minnesota
$9.89K
RWMG
1317
Redwood Wealth Management Group
New Jersey
$9.88K +$10.4K +54 New
BFA
1318
BBJS Financial Advisors
Washington
$9.27K -$4.84K -25 -33%
IFAM
1319
Institutional & Family Asset Management
Colorado
$9.19K
RI
1320
Ridgewood Investments
New Jersey
$9.19K +$9.67K +50 New
PSB
1321
Piscataqua Savings Bank
New Hampshire
$9.19K
CC
1322
Cypress Capital
Tennessee
$8.92K +$9.48K +49 New
KA
1323
Kozak & Associates
Colorado
$8.22K +$193 +1 +2%
ME
1324
McIlrath & Eck
Washington
$7.35K
BC
1325
Barrett & Company
Rhode Island
$7.35K +$7.74K +40 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.