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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
ETC
301
Exchange Traded Concepts
Oklahoma
$4.03M +$2.5M +13,960 +142%
MML Investors Services
302
MML Investors Services
Massachusetts
$4M +$57.4K +320 +1%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$3.98M -$41M -228,449 -91%
LOIM
304
Liberty One Investment Management
Illinois
$3.94M +$407K +2,267 +11%
IMC Chicago
305
IMC Chicago
Illinois
$3.94M +$4.17M +23,240 New
CAM
306
Cresset Asset Management
Illinois
$3.93M -$1.36M -7,606 -25%
FT
307
Fiduciary Trust
Massachusetts
$3.89M -$180K -1,006 -4%
ProShare Advisors
308
ProShare Advisors
Maryland
$3.86M +$357K +1,991 +10%
ASN
309
Advisory Services Network
Georgia
$3.8M -$1.08M -6,006 -21%
LCM
310
LVM Capital Management
Michigan
$3.78M -$6.89M -38,435 -63%
TI
311
TrueMark Investments
Illinois
$3.78M +$172K +959 +4%
CCB
312
Country Club Bank
Missouri
$3.76M -$195K -1,089 -5%
AP
313
Appleton Partners
Massachusetts
$3.74M -$1.21M -6,734 -23%
NYLIM
314
New York Life Investment Management
New York
$3.73M -$70.1K -391 -2%
BCI
315
Brinker Capital Investments
Pennsylvania
$3.72M -$132K -736 -3%
OPS
316
Orion Portfolio Solutions
Nebraska
$3.72M -$132K -736 -3%
YAM
317
Yacktman Asset Management
Texas
$3.72M
BCM
318
Bayesian Capital Management
New York
$3.71M +$3.93M +21,902 New
X
319
Xponance
Pennsylvania
$3.7M -$18.6K -104 -0.5%
BF
320
BOK Financial
Oklahoma
$3.7M -$76K -424 -2%
EFIC
321
Eliot Finkel Investment Counsel
California
$3.63M +$1.02M +5,700 +36%
PFSRSONJ
322
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.57M +$3.79M +21,107 New
SOADOR
323
State of Alaska Department of Revenue
Alaska
$3.56M -$3.43M -19,104 -48%
FFA
324
Fragasso Financial Advisors
Pennsylvania
$3.55M -$221K -1,232 -6%
SMDAM
325
Sumitomo Mitsui DS Asset Management
Japan
$3.54M +$54.2K +302 +1%

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.