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Hershey
HSY

1,361 hedge funds and large institutions have $22.8B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 532 increasing their positions, 422 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 422

18% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 132

2% more capital invested

Capital invested by funds: $22.3B → $22.8B (+$461M)

1% more funds holding

Funds holding: 1,348 → 1,361 (+13)

5% less call options, than puts

Call options by funds: $595M | Put options by funds: $627M

1.25% less ownership

Funds ownership: 79.76% → 78.51% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
1,361
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
19.6%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
156
Increased
532
Reduced
422
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$663M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$416M
3
Truist Financial
Truist Financial
North Carolina
+$206M
4
Bank of America
Bank of America
North Carolina
+$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$663M
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
BlackRock
BlackRock
New York
-$190M
4
Ameriprise
Ameriprise
Minnesota
-$144M
5
JP Morgan Chase
JP Morgan Chase
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1376
Duality Advisers
Florida
– -$6.7M -35,922 Closed
USAA
1377
United Services Automobile Association
Texas
– -$6.04M -32,420 Closed
Simplex Trading
1378
Simplex Trading
Illinois
– -$5.35M -27,729 Closed
BWFA
1379
Baltimore-Washington Financial Advisors
Maryland
– -$4.96M -26,611 Closed
PHK
1380
Point72 Hong Kong
Hong Kong
– -$4.92M -26,366 Closed
QC
1381
Quadrature Capital
United Kingdom
– -$4.73M -25,352 Closed
GBWM
1382
Granite Bay Wealth Management
New Hampshire
– -$4.75M -25,064 Closed
BAM
1383
Bell Asset Management
Australia
– -$4.57M -24,519 Closed
PI
1384
PGGM Investments
Netherlands
– -$4.54M -24,331 Closed
SHGA
1385
Sand Hill Global Advisors
California
– -$4.32M -23,181 Closed
RIM
1386
Reliant Investment Management
Tennessee
– -$4.17M -22,380 Closed
N
1387
Natixis
France
– -$4.09M -21,936 Closed
N
1388
Numerai
California
– -$3.92M -21,034 Closed
TC
1389
TwinBeech Capital
New York
– -$3.91M -20,987 Closed
DRS
1390
Deane Retirement Strategies
Louisiana
– -$3.84M -20,619 Closed
AIM
1391
Aigen Investment Management
New York
– -$3.69M -19,814 Closed
AWCI
1392
Alpine Woods Capital Investors
New York
– -$3.66M -19,611 Closed
SSA
1393
Schonfeld Strategic Advisors
New York
– -$3.23M -17,326 Closed
EAM
1394
Erste Asset Management
Austria
– -$2.94M -15,252 Closed
Boston Partners
1395
Boston Partners
Massachusetts
– -$2.67M -14,347 Closed
QCM
1396
Qsemble Capital Management
New York
– -$2.44M -13,062 Closed
WAM
1397
Weiss Asset Management
Massachusetts
– -$2.4M -12,887 Closed
YIH
1398
Y-Intercept (HK)
Hong Kong
– -$2.4M -12,876 Closed
TAIM
1399
Te Ahumairangi Investment Management
New Zealand
– -$2.37M -12,712 Closed
CANY
1400
Caxton Associates (New York)
New York
– -$2.26M -12,123 Closed
54 55
56
57 58

HSY Hedge Fund Activity: Q1 2024 in Review

1,361 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2024, worth a combined $22.8B — up 2.1% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new HSY positions and 132 closed out — a net gain of 24 holders — while 532 added to existing stakes and 422 trimmed.

The largest buyer was Charles Schwab, adding an estimated $663M. The largest seller was Morgan Stanley, cutting an estimated $663M.

  • 1,361 institutional investors held Hershey (HSY) as of Q1 2024, up from 1,348 in Q4 2023.
  • Funds reported $22.8B of Hershey stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 156 funds opened new Hershey positions in Q1 2024 and 132 closed out, a net change of +24 holders.
  • The largest Hershey buyer in Q1 2024 was Charles Schwab, an estimated $663M added.
  • The largest Hershey seller in Q1 2024 was Morgan Stanley, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2024.