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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
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$2.28M -$227K -1,166 -9%
MGP
427
Metis Global Partners
California
$2.28M +$127K +651 +6%
BS
428
Banco Santander
Spain
$2.27M -$10.6M -54,623 -82%
CS
429
Candriam SCA
Luxembourg
$2.26M +$64.3K +331 +3%
TFA
430
Toth Financial Advisory
Virginia
$2.25M -$95.8K -493 -4%
KeyBank National Association
431
KeyBank National Association
Ohio
$2.25M +$125K +644 +6%
PFS
432
Prospera Financial Services
Texas
$2.23M +$31.7K +163 +1%
GIBU
433
Gulf International Bank (UK)
United Kingdom
$2.23M -$98.2K -505 -4%
RHDIC
434
R.H. Dinel Investment Counsel
California
$2.22M
BST
435
Bath Savings Trust
Maine
$2.21M -$147K -755 -6%
Rafferty Asset Management
436
Rafferty Asset Management
New York
$2.19M -$89K -458 -4%
SCA
437
Stonebridge Capital Advisors
Minnesota
$2.19M -$2.92K -15 -0.1%
OAM
438
Oppenheimer Asset Management
New York
$2.18M +$6.22K +32 +0.3%
Robeco Institutional Asset Management
439
Robeco Institutional Asset Management
Netherlands
$2.17M -$328K -1,689 -13%
HBW
440
Hazlett, Burt & Watson
West Virginia
$2.17M +$373K +1,917 +20%
SFI
441
Siemens Fonds Invest
Germany
$2.16M -$46.3K -238 -2%
PI
442
PEAK6 Investments
Illinois
$2.16M +$2.19M +11,273 New
KIA
443
Knollwood Investment Advisory
Maryland
$2.16M
IIM
444
INTECH Investment Management
Florida
$2.16M +$928K +4,772 +74%
VFA
445
Valeo Financial Advisors
Indiana
$2.15M -$72.9K -375 -3%
IWM
446
IHT Wealth Management
Illinois
$2.14M +$1.37M +7,042 +172%
AAM
447
Auxier Asset Management
Oregon
$2.13M
IWC
448
Integrated Wealth Concepts
Massachusetts
$2.12M +$709K +3,647 +49%
TRSOTSOK
449
Teachers Retirement System of the State of Kentucky
Kentucky
$2.11M -$156K -802 -7%
CIA
450
Concurrent Investment Advisors
Florida
$2.08M +$82.2K +423 +4%

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.