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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
IGWM
1351
ICA Group Wealth Management
Colorado
$3.13K -$15.5K -80 -82%
GBT
1352
Grove Bank & Trust
Florida
$3.13K
PCM
1353
Penserra Capital Management
California
$3K
KLWA
1354
Kelly Lawrence W & Associates
California
$2.94K
CIA
1355
Cape Investment Advisory
Georgia
$2.93K
GWMI
1356
Guardian Wealth Management (Illinois)
Illinois
$2.77K
TWP
1357
Triad Wealth Partners
Kansas
$2.76K +$2.9K +15 New
AP
1358
Aspect Partners
Virginia
$2.57K
LG
1359
LAM Group
Oregon
$2.39K
SIC
1360
SJS Investment Consulting
Ohio
$1.84K -$193 -1 -9%
GEA
1361
Glen Eagle Advisors
New Jersey
$1.84K -$11.4K -59 -86%
CUAMC
1362
China Universal Asset Management Company
China
$1.84K
RF
1363
Robbins Farley
New Hampshire
$1.66K
DPW
1364
DiNuzzo Private Wealth
Pennsylvania
$1.66K +$387 +2 +29%
CTWM
1365
Cherry Tree Wealth Management
Minnesota
$1.66K +$580 +3 +50%
CAM
1366
Creekmur Asset Management
Illinois
$1.65K +$774 +4 +80%
VAMG
1367
Voisard Asset Management Group
Michigan
$1.31K
CHA
1368
Carmichael Hill & Associates
Maryland
$1.29K
HFS
1369
Horizon Financial Services
North Carolina
$1.29K
FW
1370
Fairway Wealth
Ohio
$1.29K +$1.35K +7 New
UWS
1371
Unique Wealth Strategies
Illinois
$1.17K +$1.16K +6 New
TFM
1372
TFC Financial Management
Massachusetts
$1.1K +$193 +1 +20%
FMP
1373
Financial Management Professionals
Texas
$1K -$1.55K -8 -67%
WWM
1374
Wolff Wiese Magana
California
$920 +$967 +5 New
NL
1375
NVWM LLC
Pennsylvania
$735 +$193 +1 +33%

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.