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Hershey

1,394 hedge funds and large institutions have $23.6B invested in Hershey in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 530 increasing their positions, 479 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 97

11% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 479

9% more capital invested

Capital invested by funds: $21.6B → $23.6B (+$1.98B)

4.11% more ownership

Funds ownership: 79.57%83.68% (+4.1%)

7% more call options, than puts

Call options by funds: $509M | Put options by funds: $475M

1% more funds holding

Funds holding: 1,3821,394 (+12)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
1,394
Holders Change
+12
Holders Change %
+0.87%
% of All Funds
20.02%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
127
Increased
530
Reduced
479
Closed
97
Calls
$509M
Puts
$475M
Net Calls
+$33.8M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
276
Brown Advisory
Maryland
$5.43M +$80.9K +416 +1%
SFCM
277
Savoir Faire Capital Management
Connecticut
$5.43M -$5.78M -29,746 -51%
ATIA
278
American Trust Investment Advisors
New Hampshire
$5.42M +$161K +830 +3%
AAM
279
Advisors Asset Management
Colorado
$5.39M +$868K +4,464 +19%
HEIP
280
Hudson Edge Investment Partners
New Jersey
$5.38M +$41.4K +213 +0.8%
USAA
281
United Services Automobile Association
Texas
$5.36M +$335K +1,724 +7%
BFA
282
Benedict Financial Advisors
Georgia
$5.32M +$71.9K +370 +1%
GMA
283
Glassy Mountain Advisors
Maryland
$5.31M +$358K +1,842 +7%
SAM
284
Stansberry Asset Management
Texas
$5.31M -$172K -884 -3%
PAG
285
Private Advisor Group
New Jersey
$5.24M -$533K -2,742 -9%
ASN
286
Advisory Services Network
Georgia
$5.23M
KGC
287
Kennon-Green & Company
Ohio
$5.14M +$470K +2,420 +10%
SWP
288
Strategic Wealth Partners
Ohio
$5.13M +$139K +714 +3%
JFG
289
Jefferies Financial Group
New York
$5.08M +$186K +956 +4%
EH
290
Equitable Holdings
New York
$5.08M +$167K +857 +3%
Vontobel Holding
291
Vontobel Holding
Switzerland
$5.07M -$3.13M -16,110 -38%
MCM
292
Mengis Capital Management
Oregon
$5.06M +$408K +2,100 +9%
HIMC
293
Heritage Investors Management Corp
Maryland
$5.02M -$18.1K -93 -0.4%
FFIC
294
First Fiduciary Investment Counsel
Ohio
$5.01M +$182K +936 +4%
EF
295
Empowered Funds
Pennsylvania
$4.97M +$243K +1,248 +5%
TCM
296
Teza Capital Management
Illinois
$4.93M +$4.99M +25,695 New
GHA
297
GW Henssler & Associates
Georgia
$4.9M +$4.97M +25,560 New
TAM
298
Tocqueville Asset Management
New York
$4.78M +$15.4K +79 +0.3%
DZ Bank
299
DZ Bank
Germany
$4.74M -$1.85M -9,498 -28%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$4.72M -$772K -3,972 -14%

HSY Hedge Fund Activity: Q3 2024 in Review

1,394 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2024, worth a combined $23.6B — up 9.2% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new HSY positions and 97 closed out — a net gain of 30 holders — while 530 added to existing stakes and 479 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.71B. The largest seller was Janus Henderson Group, cutting an estimated $260M.

  • 1,394 institutional investors held Hershey (HSY) as of Q3 2024, up from 1,382 in Q2 2024.
  • Funds reported $23.6B of Hershey stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 127 funds opened new Hershey positions in Q3 2024 and 97 closed out, a net change of +30 holders.
  • The largest Hershey buyer in Q3 2024 was Capital International Investors, an estimated $1.71B added.
  • The largest Hershey seller in Q3 2024 was Janus Henderson Group, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2024.