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
PWMG
1326
Private Wealth Management Group
New Jersey
$6.62K -$6.38K -33 -48%
AGWCA
1327
Annis Gardner Whiting Capital Advisors
Florida
$6.62K -$1.74K -9 -20%
LFG
1328
Larson Financial Group
Missouri
$6.62K +$2.52K +13 +57%
MAM
1329
Meeder Asset Management
Ohio
$6.62K +$3.29K +17 +89%
ACA
1330
American Capital Advisory
Idaho
$6.53K
GC
1331
Globeflex Capital
California
$6.25K
RTL
1332
Red Tortoise LLC
Georgia
$5.88K
SC
1333
Stephens Consulting
Michigan
$5.51K -$5.22K -27 -47%
SWA
1334
SOA Wealth Advisors
New York
$5.4K
MBFW
1335
Morton Brown Family Wealth
Pennsylvania
$5.22K
APC
1336
Aspire Private Capital
North Carolina
$5.16K
LIA
1337
Lynx Investment Advisory
District of Columbia
$4.86K +$5.03K +26 New
CA
1338
Continuum Advisory
Idaho
$4.63K
PCMC
1339
Planning Capital Management Corporation
Pennsylvania
$4.6K
LI
1340
LRI Investments
Florida
$4.46K
BCMLT
1341
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.4K +$1.35K +7 +41%
ETS
1342
ESL Trust Services
New York
$4.23K
NRG
1343
Nemes Rush Group
Michigan
$4.04K
AW
1344
Avion Wealth
Texas
$4K +$2.52K +13 +100%
HGERS
1345
Householder Group Estate & Retirement Specialist
Arizona
$4K +$3.87K +20 +667%
EWP
1346
Elevation Wealth Partners
California
$3.87K +$4.06K +21 New
AWM
1347
Abound Wealth Management
Tennessee
$3.68K
PS
1348
PayPay Securities
Japan
$3.68K
MFT
1349
Moisand Fitzgerald Tamayo
Florida
$3.31K
HWM
1350
HighMark Wealth Management
Minnesota
$3.31K -$967 -5 -22%

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.