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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
Wolverine Trading
326
Wolverine Trading
Illinois
$4.02M -$169K -870 -4%
ProShare Advisors
327
ProShare Advisors
Maryland
$3.99M -$1.24M -6,402 -24%
CIC
328
Carnegie Investment Counsel
Ohio
$3.98M +$1.52M +7,835 +61%
Public Employees Retirement Association of Colorado
329
Public Employees Retirement Association of Colorado
Colorado
$3.97M -$11.9K -61 -0.3%
IWS
330
Insight Wealth Strategies
California
$3.97M +$1.95M +10,034 +94%
MFIM
331
Mesirow Financial Investment Management
Illinois
$3.97M +$102K +523 +3%
DIP
332
DT Investment Partners
Pennsylvania
$3.97M +$7.78K +40 +0.2%
GWM
333
Geneos Wealth Management
Colorado
$3.95M +$340K +1,750 +9%
ANTB
334
AMG National Trust Bank
Colorado
$3.95M -$15.2K -78 -0.4%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$3.95M -$12.8K -66 -0.3%
IIC
336
Ironwood Investment Counsel
Arizona
$3.92M +$127K +655 +3%
CCM
337
Carderock Capital Management
Maryland
$3.91M +$474K +2,439 +14%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$3.87M -$127K -654 -3%
YCM
339
Yousif Capital Management
Michigan
$3.84M -$728K -3,745 -16%
BRCM
340
Bright Rock Capital Management
Massachusetts
$3.84M
Parallax Volatility Advisers
341
Parallax Volatility Advisers
California
$3.74M -$1.94M -9,961 -34%
SCA
342
Snowden Capital Advisors
New York
$3.74M +$83.4K +429 +2%
VWMG
343
Virginia Wealth Management Group
Virginia
$3.73M +$892K +4,587 +31%
HPIA
344
Hamilton Point Investment Advisors
North Carolina
$3.73M -$109K -560 -3%
DCM
345
Donaldson Capital Management
Indiana
$3.71M +$35.2K +181 +0.9%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$3.62M +$657K +3,381 +22%
NAM
347
Nissay Asset Management
Japan
$3.62M +$59.3K +305 +2%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$3.62M +$430K +2,213 +13%
AT
349
American Trust
Kentucky
$3.62M -$806K -4,144 -18%
SCA
350
Sage Capital Advisors
South Dakota
$3.51M +$20.2K +104 +0.6%

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.