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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
WS
476
Wedbush Securities
California
$1.86M +$319K +1,641 +20%
FNFDCM
477
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.85M
PDL
478
Portfolio Design Labs
California
$1.85M +$1.88M +9,659 New
Connor, Clark & Lunn Investment Management (CC&L)
479
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.85M -$41.9M -215,618 -96%
RA
480
RFG Advisory
Alabama
$1.84M +$115K +593 +7%
MSU
481
Mizuho Securities USA
New York
$1.84M -$352K -1,810 -16%
SI
482
Stephens Inc
Arkansas
$1.83M -$35.4K -182 -2%
CB
483
Commerce Bank
Missouri
$1.81M +$443K +2,281 +32%
SC
484
Savant Capital
Illinois
$1.8M +$201K +1,032 +12%
CFG
485
Citizens Financial Group
Rhode Island
$1.79M -$174K -894 -9%
HIMCH
486
Hartford Investment Management Co (HIMCO)
Connecticut
$1.78M -$39.1K -201 -2%
WCBA
487
Weaver C. Barksdale & Associates
Tennessee
$1.76M -$68.2K -351 -4%
AWM
488
Apollon Wealth Management
South Carolina
$1.76M -$103K -530 -5%
EW
489
Evexia Wealth
Wisconsin
$1.75M -$2.06M -10,579 -53%
MC
490
Moors & Cabot
Massachusetts
$1.73M -$598K -3,077 -25%
LI
491
Lafayette Investments
Maryland
$1.72M +$583 +3 +0%
CGH
492
Crossmark Global Holdings
Texas
$1.72M -$174K -893 -9%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$1.71M +$263K +1,351 +18%
GAA
494
Guardian Asset Advisors
Pennsylvania
$1.71M +$264K +1,357 +18%
Acadian Asset Management
495
Acadian Asset Management
Massachusetts
$1.69M -$29.6M -152,111 -95%
RC
496
Roundview Capital
New Jersey
$1.69M -$201K -1,033 -11%
TCMP
497
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.68M -$110K -565 -6%
CRWM
498
Castle Rock Wealth Management
California
$1.68M +$10.3K +53 +0.6%
JPWM
499
Jamison Private Wealth Management
Georgia
$1.67M +$320K +1,646 +23%
SRL
500
Scientech Research LLC
New Jersey
$1.67M +$316K +1,623 +23%

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.