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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
IIA
451
ICW Investment Advisors
Arizona
$2.07M +$59.3K +305 +3%
SLAM
452
Swiss Life Asset Management
$2.06M -$1.46M -7,525 -41%
AIM
453
AMI Investment Management
Indiana
$2.06M +$31.1K +160 +2%
TWC
454
TD Waterhouse Canada
Ontario, Canada
$2.05M +$201K +1,034 +11%
WCM
455
Wallace Capital Management
Texas
$2.05M +$29.2K +150 +1%
OAM
456
Ostrum Asset Management
France
$2.03M +$25.1K +129 +1%
CWM
457
Congress Wealth Management
Massachusetts
$2.03M +$1.54M +7,916 +300%
PFS
458
Physicians Financial Services
North Carolina
$2.01M -$21.4K -110 -1%
Jones Financial Companies
459
Jones Financial Companies
Missouri
$1.99M +$1.22M +6,252 +155%
ACM
460
AlphaStar Capital Management
North Carolina
$1.97M +$12.6K +65 +0.6%
KRS
461
Kentucky Retirement Systems
Kentucky
$1.97M -$163K -836 -8%
CL
462
CIM LLC
New York
$1.97M
ST
463
Smithfield Trust
Pennsylvania
$1.96M +$99.9K +514 +5%
MFG
464
Merit Financial Group
Georgia
$1.96M +$110K +565 +6%
CIS
465
Connors Investor Services
Pennsylvania
$1.95M -$233K -1,200 -11%
BCM
466
Brookstone Capital Management
Illinois
$1.94M +$106K +544 +6%
LF
467
Lantz Financial
Illinois
$1.92M +$2.14K +11 +0.1%
WFAG
468
Wescott Financial Advisory Group
Pennsylvania
$1.92M -$3.69K -19 -0.2%
WC
469
Westhampton Capital
North Carolina
$1.91M +$19.4K +100 +1%
LAIC
470
Lederer & Associates Investment Counsel
California
$1.89M +$327K +1,684 +21%
ETC
471
Exchange Traded Concepts
Oklahoma
$1.89M +$375K +1,927 +24%
PCG
472
Prosperity Consulting Group
Maryland
$1.87M -$612K -3,148 -24%
LIM
473
Leavell Investment Management
Alabama
$1.87M -$19.4K -100 -1%
SEM
474
Suncoast Equity Management
Florida
$1.86M +$42.8K +220 +2%
Lazard Asset Management
475
Lazard Asset Management
New York
$1.86M -$840K -4,321 -31%

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.