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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$116M -$5.21M -29,046 -4%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$113M -$2.16M -12,018 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$111M -$39.5M -220,113 -25%
Goldman Sachs
29
Goldman Sachs
New York
$101M -$12.1M -67,699 -10%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$99M -$324K -1,804 -0.3%
SCM
31
Sterling Capital Management
North Carolina
$97.6M -$53.5M -298,330 -34%
Deutsche Bank
32
Deutsche Bank
Germany
$94.5M +$8.06M +44,955 +9%
Squarepoint
33
Squarepoint
New York
$92.3M +$97M +540,923 +13,601%
Wells Fargo
34
Wells Fargo
California
$84.3M -$26.7M -148,931 -23%
N
35
Nuveen
North Carolina
$84.1M +$4.91M +27,353 +6%
Raymond James Financial
36
Raymond James Financial
Florida
$81M +$85.8M +478,170 New
WHG
37
Westwood Holdings Group
Texas
$72.3M +$8.37M +46,654 +12%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$72M +$15.5M +86,424 +25%
Swiss National Bank
39
Swiss National Bank
Switzerland
$70.7M -$3.75M -20,900 -5%
US Bancorp
40
US Bancorp
Minnesota
$68.3M -$504K -2,808 -0.7%
LPL Financial
41
LPL Financial
California
$67.8M +$11.5M +63,882 +19%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$61.4M +$36.3M +202,534 +126%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$61M -$3.84M -21,413 -6%
First Trust Advisors
44
First Trust Advisors
Illinois
$60.6M +$2.18M +12,167 +4%
Mawer Investment Management
45
Mawer Investment Management
Alberta, Canada
$59.9M -$2.1M -11,725 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$59.6M +$5.11M +28,493 +9%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$57.1M -$1.83M -10,192 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$56.3M -$16.5M -91,872 -22%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$55.4M +$5.98M +33,344 +11%
Barclays
50
Barclays
United Kingdom
$54.9M -$25.5M -142,135 -30%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.