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
CAM
351
Carret Asset Management
New York
$3.49M -$117K -600 -3%
MOACM
352
Mutual of America Capital Management
New York
$3.48M -$84.4K -434 -2%
AIM
353
Achmea Investment Management
Netherlands
$3.48M +$390K +2,004 +12%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$3.48M +$365K +1,877 +12%
AWM
355
Absher Wealth Management
North Carolina
$3.46M +$175K +900 +5%
GGI
356
GPM Growth Investors
Michigan
$3.44M -$151K -777 -4%
FPCG
357
Fort Pitt Capital Group
Pennsylvania
$3.43M +$3.47M +17,862 New
MCP
358
Martin Capital Partners
Oregon
$3.38M -$1.08M -5,573 -24%
Allspring Global Investments
359
Allspring Global Investments
North Carolina
$3.38M +$1.77M +9,129 +108%
PCM
360
Poehling Capital Management
Wisconsin
$3.37M +$11.1K +57 +0.3%
CCFCSB
361
Cape Cod Five Cents Savings Bank
Massachusetts
$3.34M +$105K +542 +3%
BPA
362
Beacon Pointe Advisors
California
$3.33M -$947K -4,873 -22%
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.32M +$485K +2,495 +16%
MDCM
364
Morgan Dempsey Capital Management
Wisconsin
$3.32M -$396K -2,036 -11%
CANC
365
Culbertson A N & Co
Virginia
$3.29M -$52.7K -271 -2%
HA
366
Hamel Associates
New Jersey
$3.28M -$31.1K -160 -0.9%
AMI
367
Amica Mutual Insurance
Rhode Island
$3.27M
AAS
368
Avantax Advisory Services
Texas
$3.26M +$198K +1,020 +6%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$3.26M +$112K +576 +4%
AWM
370
Axxcess Wealth Management
California
$3.24M +$25.5K +131 +0.8%
DIA
371
Dana Investment Advisors
Wisconsin
$3.2M +$116K +595 +4%
Neuberger Berman Group
372
Neuberger Berman Group
New York
$3.19M -$123K -634 -4%
SA
373
Sanctuary Advisors
Indiana
$3.19M -$1.71M -8,773 -32%
Wealthfront Advisers
374
Wealthfront Advisers
California
$3.19M -$139K -716 -4%
4WM
375
44 Wealth Management
Oregon
$3.14M +$3.36M +17,261 New

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.