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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PineBridge Investments
New York
$6.22M +$1.27M +7,096 +24%
SI
227
Stephens Inc
Arkansas
$6.12M +$4.77M +26,581 +279%
Caisse de Depot et Placement du Quebec (CDPQ)
228
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.11M -$17.9K -100 -0.3%
SCM
229
SKBA Capital Management
California
$6.09M +$592K +3,300 +10%
DP
230
Dearborn Partners
Illinois
$6.08M +$170K +950 +3%
MC
231
Miramar Capital
Illinois
$6.03M -$5.27M -29,380 -45%
CF
232
Corebridge Financial
Texas
$5.96M -$368K -2,053 -6%
Skandinaviska Enskilda Banken (SEB)
233
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.92M -$76K -424 -1%
CIA
234
Capital Investment Advisors
Georgia
$5.78M -$2M -11,166 -25%
ACA
235
Aptus Capital Advisors
Alabama
$5.78M +$5.51M +30,734 +903%
SFG
236
SevenBridge Financial Group
Pennsylvania
$5.77M -$843K -4,701 -11%
OIC
237
Orion Investment Company
Missouri
$5.76M -$8.79K -49 -0.1%
VanEck Associates
238
VanEck Associates
New York
$5.76M +$51.6K +288 +0.9%
FVWA
239
Foster Victor Wealth Advisors
South Carolina
$5.62M +$6.6M +36,785 New
Norges Bank
240
Norges Bank
Norway
$5.62M -$307M -1,710,549 -98%
WC
241
Whitney & Co
New York
$5.55M -$1.52M -8,464 -21%
VHAM
242
Van Hulzen Asset Management
California
$5.49M -$19M -105,768 -77%
HC
243
Hendley & Co
Ohio
$5.48M -$2.1M -11,733 -27%
KGC
244
Kennon-Green & Company
Ohio
$5.48M +$1M +5,585 +21%
Bank Julius Baer & Co
245
Bank Julius Baer & Co
Switzerland
$5.47M -$11.9M -66,110 -67%
Verition Fund Management
246
Verition Fund Management
Connecticut
$5.47M -$883K -4,923 -13%
CNB
247
Czech National Bank
Czech Republic
$5.42M +$350K +1,952 +6%
DWM
248
Dakota Wealth Management
Florida
$5.42M -$33K -184 -0.6%
GVAG
249
Great Valley Advisor Group
Delaware
$5.42M -$4.24M -23,646 -42%
FIM
250
Fruth Investment Management
Texas
$5.42M +$95.9K +535 +2%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.