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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
LG
201
LaFleur & Godfrey
Michigan
$8.35M +$8.79M +45,406 New
WCF
202
West Coast Financial
California
$8.3M -$323K -1,667 -4%
HC
203
Hendley & Co
Ohio
$8.18M -$114K -590 -1%
EWA
204
Exencial Wealth Advisors
Oklahoma
$8.13M +$8.55M +44,203 New
ASRS
205
Arizona State Retirement System
Arizona
$7.96M +$54.4K +281 +0.7%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$7.91M +$592K +3,062 +8%
BFIM
207
Beese Fulmer Investment Management
Ohio
$7.89M +$358K +1,850 +5%
SFG
208
SevenBridge Financial Group
Pennsylvania
$7.88M +$301K +1,557 +4%
M
209
MOTCO
Texas
$7.83M +$473K +2,443 +6%
Vontobel Holding
210
Vontobel Holding
Switzerland
$7.82M +$2.36M +12,183 +40%
SOMRS
211
State of Michigan Retirement System
Michigan
$7.82M -$155K -800 -2%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$7.8M -$758K -3,920 -8%
IAA
213
Independent Advisor Alliance
North Carolina
$7.76M -$1.55M -8,036 -16%
JA
214
JLB & Associates
Michigan
$7.75M +$3.28M +16,947 +67%
CWM
215
CIBC World Markets
New York
$7.72M +$227K +1,174 +3%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$7.72M +$398K +2,057 +5%
Citadel Advisors
217
Citadel Advisors
Florida
$7.51M -$74M -382,440 -90%
Westfield Capital Management
218
Westfield Capital Management
Massachusetts
$7.47M +$472K +2,442 +6%
WC
219
Whitney & Co
New York
$7.44M +$119K +616 +2%
MIM
220
MetLife Investment Management
New Jersey
$7.41M +$122K +628 +2%
Squarepoint
221
Squarepoint
New York
$7.23M -$9.01M -46,550 -54%
TC
222
Torno Capital
Massachusetts
$7.17M +$7.55M +39,000 New
DIA
223
Dean Investment Associates
Ohio
$7.11M -$102K -528 -1%
T
224
TOBAM
France
$7.11M -$4.76M -24,611 -39%
CF
225
Corebridge Financial
Texas
$7.07M +$7.44M +38,436 New

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.