We are live on ! Find out more

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
PL
301
Parthenon LLC
Kentucky
$4.65M +$14.6K +75 +0.3%
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$4.65M +$644K +3,311 +16%
URS
303
Utah Retirement Systems
Utah
$4.64M -$19.4K -100 -0.4%
FT
304
Fiduciary Trust
Massachusetts
$4.59M -$19.4K -100 -0.4%
AA
305
Ancora Advisors
Ohio
$4.57M -$90K -463 -2%
BF
306
BOK Financial
Oklahoma
$4.55M -$386K -1,987 -8%
CCB
307
Country Club Bank
Missouri
$4.52M +$109K +562 +2%
DADC
308
D.A. Davidson & Co
Montana
$4.49M -$871K -4,481 -16%
MML Investors Services
309
MML Investors Services
Massachusetts
$4.47M -$45.1K -232 -1%
AWS
310
Atria Wealth Solutions
New York
$4.38M -$267K -1,372 -6%
BCI
311
Brinker Capital Investments
Pennsylvania
$4.36M -$25.7K -132 -0.6%
OPS
312
Orion Portfolio Solutions
Nebraska
$4.36M -$25.7K -132 -0.6%
NYLIM
313
New York Life Investment Management
New York
$4.29M -$36.5K -188 -0.8%
TCWA
314
Turtle Creek Wealth Advisors
Texas
$4.26M +$47K +242 +1%
FFA
315
Fragasso Financial Advisors
Pennsylvania
$4.25M +$175K +900 +4%
First Manhattan
316
First Manhattan
New York
$4.25M +$1.54M +7,945 +56%
CBT
317
Central Bank & Trust
Kentucky
$4.25M -$483K -2,483 -10%
YAM
318
Yacktman Asset Management
Texas
$4.21M
X
319
Xponance
Pennsylvania
$4.21M +$19.6K +101 +0.5%
HWM
320
Hohimer Wealth Management
Washington
$4.15M +$6.22K +32 +0.1%
KAS
321
Kestra Advisory Services
Texas
$4.15M -$413K -2,127 -9%
TI
322
TrueMark Investments
Illinois
$4.09M +$162K +834 +4%
HSA
323
Hussman Strategic Advisors
Maryland
$4.03M
LOIM
324
Liberty One Investment Management
Illinois
$4.03M +$253K +1,299 +7%
FF
325
Fluent Financial
Texas
$4.02M -$75.6K -389 -2%

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.