- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 9 listed it in both
- Shares listed
- 5,528,210
- combined, among listed positions
- Reported value
- $1.0bn
- combined, at the quarter end
Among the 94 comparable managers: 8 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing HSY in Q2 2024
12 of 12 holders
Largest increases and reductions, by shares
Increases
- Holocene Advisors LPnew position · 650,727 shares now+650,727
- MFS Investment Managementnew position · 446,734 shares now+446,734
- Tudor Investment Corpnew position · 142,502 shares now+142,502
- AQR Capital Management LLCexisting position · 425,613 shares now+91,598
- Bridgewater Associates LPexisting position · 150,435 shares now+63,482
Reductions
- Renaissance Technologies LLCexisting position · 418,829 shares now-480,376
- Acadian Asset Management LLCexisting position · 160,942 shares now-364,053
- Invesco Ltdexisting position · 1,425,211 shares now-20,608
- Maverick Capital Ltdexisting position · 2,868 shares now-1,921
New positions and exits
New (3)
Exited (1)
- Two Sigma Advisers LPwas $225m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2013 | 10 | $1.2bn | n.a. | n.a. |
| Q4 2013 | 8 | $1.2bn | n.a. | n.a. |
| Q1 2014 | 15 | $1.5bn | n.a. | n.a. |
| Q2 2014 | 15 | $1.3bn | n.a. | n.a. |
| Q3 2014 | 12 | $921m | n.a. | n.a. |
| Q4 2014 | 12 | $1.3bn | n.a. | n.a. |
| Q1 2015 | 12 | $955m | n.a. | n.a. |
| Q2 2015 | 15 | $1.1bn | n.a. | n.a. |
| Q3 2015 | 15 | $1.2bn | n.a. | n.a. |
| Q4 2015 | 8 | $1.1bn | n.a. | n.a. |
| Q1 2016 | 15 | $1.4bn | n.a. | n.a. |
| Q2 2016 | 13 | $1.7bn | n.a. | n.a. |
| Q3 2016 | 20 | $1.6bn | n.a. | n.a. |
| Q4 2016 | 19 | $2.0bn | n.a. | n.a. |
| Q1 2017 | 16 | $1.6bn | n.a. | n.a. |
| Q2 2017 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2017 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2017 | 14 | $1.8bn | n.a. | n.a. |
| Q1 2018 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2018 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2018 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 15 | $1.6bn | n.a. | n.a. |
| Q1 2019 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2019 | 12 | $1.8bn | n.a. | n.a. |
| Q3 2019 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 9 | $1.4bn | n.a. | n.a. |
| Q1 2020 | 13 | $1.4bn | n.a. | n.a. |
| Q2 2020 | 20 | $1.5bn | n.a. | n.a. |
| Q3 2020 | 18 | $1.6bn | n.a. | n.a. |
| Q4 2020 | 16 | $1.8bn | n.a. | n.a. |
| Q1 2021 | 17 | $1.7bn | n.a. | n.a. |
| Q2 2021 | 15 | $1.9bn | n.a. | n.a. |
| Q3 2021 | 16 | $1.9bn | n.a. | n.a. |
| Q4 2021 | 18 | $2.2bn | n.a. | n.a. |
| Q1 2022 | 20 | $2.4bn | n.a. | n.a. |
| Q2 2022 | 20 | $2.8bn | n.a. | n.a. |
| Q3 2022 | 23 | $3.0bn | n.a. | n.a. |
| Q4 2022 | 19 | $2.8bn | n.a. | n.a. |
| Q1 2023 | 26 | $3.4bn | n.a. | n.a. |
| Q2 2023 | 26 | $3.3bn | n.a. | n.a. |
| Q3 2023 | 20 | $2.4bn | n.a. | n.a. |
| Q4 2023 | 22 | $2.0bn | 15 | 8 |
| Q1 2024 | 14 | $1.5bn | 6 | 11 |
| Q2 2024 | 12 | $1.0bn | 8 | 5 |
| Q3 2024 | 8 | $269m | 4 | 6 |
| Q4 2024 | 13 | $555m | 8 | 4 |
| Q1 2025 | 9 | $424m | 5 | 5 |
| Q2 2025 | 12 | $1.1bn | 8 | 3 |
| Q3 2025 | 12 | $1.5bn | 6 | 6 |
| Q4 2025 | 15 | $1.2bn | 24 | 15 |
| Q1 2026 | 17 | $3.0bn | 25 | 16 |
| Q2 2026 | 10 | $1.6bn | 16 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
HSY and PM →HSY and KO →HSY and COST →Choose a stock to compare with HSY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own HSY, latest filings →Back to the 13F Explorer →