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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$130M -$9.39M -48,310 -7%
Goldman Sachs
27
Goldman Sachs
New York
$127M -$34.3M -176,354 -21%
Wells Fargo
28
Wells Fargo
California
$124M -$9.49M -48,834 -7%
UBS Group
29
UBS Group
Switzerland
$120M +$281K +1,445 +0.2%
American Century Companies
30
American Century Companies
Missouri
$119M -$7.64M -39,311 -6%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$112M +$27.2M +139,831 +31%
Deutsche Bank
32
Deutsche Bank
Germany
$98.4M +$15.1M +77,769 +18%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$95.2M -$12.6M -65,033 -12%
N
34
Nuveen
North Carolina
$90M +$25.1M +129,044 +38%
Barclays
35
Barclays
United Kingdom
$89.4M +$780K +4,010 +0.9%
National Pension Service
36
National Pension Service
South Korea
$87.5M +$4M +20,596 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$84M -$797K -4,100 -0.9%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$81.4M -$2.23M -11,470 -3%
Truist Financial
39
Truist Financial
North Carolina
$79.9M -$137M -705,775 -63%
RFC
40
Regions Financial Corp
Alabama
$78.1M +$4.1M +21,072 +5%
US Bancorp
41
US Bancorp
Minnesota
$77.9M -$362K -1,864 -0.5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$73.2M -$1.24M -6,401 -2%
WHG
43
Westwood Holdings Group
Texas
$73M +$504K +2,593 +0.7%
Mawer Investment Management
44
Mawer Investment Management
Alberta, Canada
$70.1M -$3.78M -19,427 -5%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$67.1M -$1.19M -6,103 -2%
DC
46
Davenport & Co
Virginia
$67M +$449K +2,311 +0.7%
First Trust Advisors
47
First Trust Advisors
Illinois
$66.2M +$182K +934 +0.3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$65.3M -$222K -1,143 -0.3%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$65.2M -$7.36M -37,844 -10%
LPL Financial
50
LPL Financial
California
$64.5M +$3.02M +15,552 +5%

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.