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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.59%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
1451
Knights of Columbus Asset Advisors
Connecticut
– -$193K -1,035 Closed
TWA
1452
Tandem Wealth Advisors
Arizona
– -$189K -1,016 Closed
KI
1453
Kapitalo Investimentos
Brazil
– -$183K -980 Closed
SAM
1454
Shell Asset Management
Netherlands
– -$157K -840 Closed
A
1455
AJOVista
Massachusetts
– -$153K -821 Closed
TWM
1456
Tradition Wealth Management
Minnesota
– -$105K -565 Closed
NMG
1457
New Millennium Group
Utah
– -$83K -445 Closed
CCMI
1458
Creative Capital Management Investments
California
– -$65.2K -350 Closed
GWMIA
1459
Global Wealth Management Investment Advisory
Florida
– -$60.5K -325 Closed
GWS
1460
Glassman Wealth Services
Virginia
– -$57.6K -309 Closed
WTG
1461
West Tower Group
Virginia
– -$49.2K -264 Closed
OCM
1462
Orion Capital Management
California
– -$46.6K -250 Closed
BFS
1463
Bare Financial Services
Pennsylvania
– -$44.4K -238 Closed
KC
1464
Kepos Capital
New York
– -$39K -208 Closed
RIM
1465
Rockbridge Investment Management
New York
– -$28K -150 Closed
OIAM
1466
OFI Invest Asset Management
France
– -$21.8K -129 Closed
FFO
1467
Fortitude Family Office
Arizona
– -$21.3K -114 Closed
BWM
1468
BKM Wealth Management
Wisconsin
– -$20.9K -112 Closed
LFA
1469
Livelsberger Financial Advisory
Ohio
– -$19.2K -103 Closed
PP
1470
PrairieView Partners
Minnesota
– -$19K -100 Closed
ODG
1471
O'Dell Group
Ohio
– -$18.1K -97 Closed
WB
1472
Webster Bank
Connecticut
– -$16.8K -90 Closed
Loomis, Sayles & Company
1473
Loomis, Sayles & Company
Massachusetts
– -$15K -82 Closed
PS
1474
Planned Solutions
California
– -$9.7K -52 Closed
GAMC
1475
Garner Asset Management Corp
Texas
– -$10.6K -51 Closed
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