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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.56B +$396M +2,048,472 +12%
BlackRock
2
BlackRock
New York
$2.36B -$230M -1,190,557 -8%
State Street
3
State Street
Massachusetts
$1.22B -$54.9M -283,830 -4%
Charles Schwab
4
Charles Schwab
California
$786M +$12.4M +63,992 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$720M +$146M +755,383 +24%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$682M +$101M +521,637 +16%
Morgan Stanley
7
Morgan Stanley
New York
$442M -$8.86M -45,767 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$420M +$349M +1,804,321 +376%
HTC
9
Hershey Trust Company
Pennsylvania
$380M
Bank of America
10
Bank of America
North Carolina
$374M -$9.61M -49,646 -2%
Norges Bank
11
Norges Bank
Norway
$321M -$3.1M -16,039 -0.9%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$283M +$9.92M +51,273 +3%
Northern Trust
13
Northern Trust
Illinois
$278M -$10.6M -55,041 -4%
Macquarie Group
14
Macquarie Group
Australia
$267M +$278M +1,437,637 +10,200%
Invesco
15
Invesco
Georgia
$262M -$3.99M -20,608 -1%
UBS AM
16
UBS AM
Illinois
$234M +$61M +315,121 +33%
Legal & General Group
17
Legal & General Group
United Kingdom
$225M -$8.93M -46,159 -4%
Amundi
18
Amundi
France
$220M +$6.74M +34,811 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$214M -$4.52M -23,384 -2%
Truist Financial
20
Truist Financial
North Carolina
$206M -$62.9K -325 -0%
Stifel Financial
21
Stifel Financial
Missouri
$172M +$14.2M +73,452 +9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$161M -$27.3M -141,210 -14%
Goldman Sachs
23
Goldman Sachs
New York
$154M +$72.9M +377,015 +82%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$145M +$4.99M +25,780 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$144M +$28.5M +147,215 +23%

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.