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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
LFA
1376
Legend Financial Advisors
Pennsylvania
$368 +$387 +2 New
FC
1377
Fairscale Capital
New Hampshire
$190 +$193 +1 New
CWA
1378
Carolina Wealth Advisors
South Carolina
$184
VWA
1379
Valued Wealth Advisors
Utah
$184
WA
1380
WestEnd Advisors
North Carolina
$184
TCM
1381
TruNorth Capital Management
Michigan
$184 +$193 +1 New
DWM
1382
Dogwood Wealth Management
Kansas
$3
Two Sigma Advisers
1383
Two Sigma Advisers
New York
-$225M -1,154,500 Closed
ACM
1384
Aquatic Capital Management
Illinois
-$49.7M -255,400 Closed
Balyasny Asset Management
1385
Balyasny Asset Management
Illinois
-$17.4M -89,463 Closed
HCMG
1386
Howard Capital Management Group
California
-$17.3M -88,864 Closed
GAA
1387
Global Assets Advisory
Florida
-$256K -50,838 Closed
WorldQuant Millennium Advisors
1388
WorldQuant Millennium Advisors
New York
-$9.73M -50,012 Closed
EWM
1389
Executive Wealth Management
Michigan
-$7.66M -38,641 Closed
AIG
1390
American International Group
New York
-$7.49M -38,516 Closed
TPSF
1391
Texas Permanent School Fund
Texas
-$6.03M -30,986 Closed
SHFP
1392
Second Half Financial Partners
Florida
-$5.61M -28,856 Closed
SPS
1393
Susquehanna Portfolio Strategies
Pennsylvania
-$5.28M -27,122 Closed
EIP
1394
Easterly Investment Partners
Massachusetts
-$4.48M -23,049 Closed
LIP
1395
Lighthouse Investment Partners
Florida
-$3.57M -18,350 Closed
OQS
1396
Occudo Quantitative Strategies
Florida
-$3.55M -18,228 Closed
FAP
1397
Financial Advisory Partners
Florida
-$3.51M -18,031 Closed
MCM
1398
Mitchell Capital Management
Kansas
-$3.15M -16,215 Closed
SAG
1399
SageView Advisory Group
California
-$273K -14,071 Closed
VLKIM
1400
Van Lanschot Kempen Investment Management
Netherlands
-$2.36M -12,158 Closed

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.