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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
APP
1451
Avantax Planning Partners
Iowa
-$231K -1,190 Closed
CW
1452
Channel Wealth
California
-$231K -1,189 Closed
SWA
1453
Stratos Wealth Advisors
Ohio
-$230K -1,184 Closed
D
1454
Diversified
Delaware
-$229K -1,178 Closed
MGIA
1455
Moneta Group Investment Advisors
Missouri
-$229K -1,178 Closed
CAM
1456
Cypress Asset Management
Texas
-$229K -1,175 Closed
GHA
1457
Granite Harbor Advisors
Texas
-$223K -1,148 Closed
KA
1458
Kintegral Advisory
New York
-$221K -1,138 Closed
NC
1459
NovaPoint Capital
Georgia
-$215K -1,104 Closed
CFO
1460
Collective Family Office
Pennsylvania
-$214K -1,102 Closed
PIP
1461
Peachtree Investment Partners
Florida
-$212K -1,090 Closed
MG
1462
Meritage Group
California
-$210K -1,081 Closed
MKA
1463
M. Kulyk & Associates
Georgia
-$210K -1,080 Closed
HKIMG
1464
Hutchens & Kramer Investment Management Group
Indiana
-$213K -1,077 Closed
QPWM
1465
Quadrant Private Wealth Management
Pennsylvania
-$209K -1,073 Closed
KFGK
1466
Keystone Financial Group (Kentucky)
Kentucky
-$208K -1,068 Closed
KA
1467
KLCM Advisors
Wisconsin
-$208K -1,067 Closed
WTB
1468
Washington Trust Bank
Washington
-$202K -1,041 Closed
SWM
1469
Sendero Wealth Management
Texas
-$202K -1,036 Closed
IA
1470
IAM Advisory
Pennsylvania
-$201K -1,035 Closed
AWM
1471
Aberdeen Wealth Management
Illinois
-$201K -1,032 Closed
SIGI
1472
Susquehanna International Group (Ireland)
Ireland
-$201K -1,031 Closed
HB
1473
Horizon Bancorp
Indiana
-$194K -1,000 Closed
HFM
1474
Harvest Fund Management
China
-$177K -909 Closed
HA
1475
Homestead Advisers
Virginia
-$153K -785 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.