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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
GAM
401
Griffin Asset Management
New York
$2.71M +$7.78K +40 +0.3%
HAI
402
Hennessy Advisors Inc
California
$2.67M -$58.3K -300 -2%
KPWS
403
Kestra Private Wealth Services
Texas
$2.66M -$233K -1,198 -8%
CTA
404
Chesley Taft & Associates
Illinois
$2.65M -$12.6K -65 -0.5%
HAS
405
HBW Advisory Services
California
$2.64M -$911K -4,684 -25%
BFA
406
Bragg Financial Advisors
North Carolina
$2.63M +$91K +468 +4%
JF
407
Jump Financial
Illinois
$2.58M +$2.62M +13,466 New
Marshall Wace
408
Marshall Wace
United Kingdom
$2.53M -$18.3M -94,019 -88%
AssetMark Inc
409
AssetMark Inc
California
$2.52M +$1.42M +7,302 +125%
EMPI
410
Elo Mutual Pension Insurance
Finland
$2.51M -$177K -911 -6%
SFM
411
Signet Financial Management
New Jersey
$2.51M +$16.7K +86 +0.7%
GT
412
Greenleaf Trust
Michigan
$2.5M +$51.7K +266 +2%
1832 Asset Management
413
1832 Asset Management
Ontario, Canada
$2.5M -$173K -890 -6%
CTC
414
Central Trust Company
Missouri
$2.5M -$216K -1,112 -8%
NAM
415
NorthCrest Asset Manangement
Minnesota
$2.48M +$39.7K +204 +2%
OPERF
416
Oregon Public Employees Retirement Fund
Oregon
$2.43M +$5.25K +27 +0.2%
PGIM
417
Pacific Global Investment Management
California
$2.43M +$473K +2,435 +24%
Envestnet Portfolio Solutions
418
Envestnet Portfolio Solutions
Illinois
$2.42M -$74.8K -385 -3%
KFBMI
419
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.4M
PAM
420
Panagora Asset Management
Massachusetts
$2.39M -$972 -5 -0%
ACM
421
Argyle Capital Management
Pennsylvania
$2.39M -$82.6K -425 -3%
AA
422
ALPS Advisors
Colorado
$2.37M +$1.19M +6,129 +99%
NLP
423
Next Level Private
New York
$2.35M
LOAMS
424
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.31M -$289K -1,485 -11%
UM
425
UniSuper Management
Australia
$2.29M +$143K +737 +7%

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.