Hershey
1,354 hedge funds and large institutions have $29.4B invested in Hershey in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 489 increasing their positions, 465 reducing their positions, and 74 closing their positions.
35% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 74
1% more funds holding
Funds holding: 1,334 → 1,354 (+20)
1.46% more ownership
Funds ownership: 78.47% → 79.93% (+1.5%)
5% more repeat investments, than reductions
Existing positions increased: 489 | Existing positions reduced: 465
0% more capital invested
Capital invested by funds: $29.4B → $29.4B (+$25.9M)
1% less call options, than puts
Call options by funds: $285M | Put options by funds: $287M
32% less funds holding in top 10
Funds holding in top 10: 22 → 15 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Hershey Trust Company
Hershey,
Pennsylvania
|
+$542M |
| 2 |
Amundi
Paris,
France
|
+$162M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$123M |
| 4 |
BlackRock
New York
|
+$122M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$221M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$168M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$109M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$86.8M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$81.2M |
HSY Hedge Fund Activity: Q2 2023 in Review
1,354 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2023, worth a combined $29.4B — up 0.09% from $29.4B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new HSY positions and 74 closed out — a net gain of 26 holders — while 489 added to existing stakes and 465 trimmed.
The largest buyer was Hershey Trust Company, opening a new position worth an estimated $542M. The largest seller was GQG Partners, cutting an estimated $221M.
- 1,354 institutional investors held Hershey (HSY) as of Q2 2023, up from 1,334 in Q1 2023.
- Funds reported $29.4B of Hershey stock for Q2 2023, up 0.09% quarter-over-quarter.
- 100 funds opened new Hershey positions in Q2 2023 and 74 closed out, a net change of +26 holders.
- The largest Hershey buyer in Q2 2023 was Hershey Trust Company, an estimated $542M added.
- The largest Hershey seller in Q2 2023 was GQG Partners, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2023.