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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
GC
126
Grimes & Company
Massachusetts
$16.6M +$11.3M +58,569 +184%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$16.5M +$1.72M +8,899 +11%
Prudential Financial
128
Prudential Financial
New Jersey
$16.5M -$2.31M -11,927 -12%
HMCP
129
Hook Mill Capital Partners
New York
$16.4M +$5.96M +30,815 +53%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$16.4M -$441K -2,277 -2%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$16.4M -$439K -2,271 -2%
BC
132
Burney Company
Virginia
$16.4M -$415K -2,146 -2%
VI
133
Vestcor Inc
New Brunswick, Canada
$16.2M
SO
134
STRS Ohio
Ohio
$16.2M +$9.73M +50,272 +133%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$16.2M +$455K +2,350 +3%
MWM
136
Moran Wealth Management
Florida
$16.1M +$154K +798 +0.9%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$16M -$313K -1,618 -2%
DCP
138
Distillate Capital Partners
Illinois
$16M +$16.8M +86,797 New
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$15.8M -$475K -2,453 -3%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$6.94M +35,872 +73%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$15.7M +$1.24M +6,420 +8%
HA
142
Heartland Advisors
Wisconsin
$15.5M -$3.56M -18,419 -18%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$15.3M +$748K +3,864 +5%
Asset Management One
144
Asset Management One
Japan
$15.3M -$3.38M -17,471 -17%
SEI Investments
145
SEI Investments
Pennsylvania
$14.9M +$5.09M +26,318 +48%
Allianz Asset Management
146
Allianz Asset Management
Germany
$14.4M -$142K -733 -0.9%
DB
147
Danske Bank
Denmark
$14.3M -$3.41M -17,638 -18%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$14.2M -$2.43M -12,572 -14%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$14M +$410K +2,117 +3%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$13.8M -$2.31M -11,932 -14%

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.