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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
SCM
501
Shelton Capital Management
Colorado
$1.66M -$13.8K -71 -0.8%
MFFIA
502
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.65M -$4.86K -25 -0.3%
LC
503
LCNB Corp
Ohio
$1.65M -$7.78K -40 -0.5%
Thrivent Financial for Lutherans
504
Thrivent Financial for Lutherans
Minnesota
$1.65M +$2.33K +12 +0.1%
HCM
505
Howland Capital Management
Massachusetts
$1.63M
NW
506
NewEdge Wealth
Pennsylvania
$1.62M +$1.41M +7,260 +611%
BAM
507
Belpointe Asset Management
Nevada
$1.62M -$236K -1,214 -13%
RIM
508
Rakuten Investment Management
Japan
$1.62M +$400K +2,057 +33%
MSRPS
509
Maryland State Retirement & Pension System
Maryland
$1.62M -$629K -3,236 -28%
SC
510
Settian Capital
New York
$1.61M
TI
511
Tidal Investments
Wisconsin
$1.6M +$211K +1,083 +15%
GCIM
512
Gunn & Company Investment Management
Florida
$1.6M -$21.8M -111,994 -93%
HCM
513
Hutner Capital Management
Vermont
$1.6M -$50.2K -258 -3%
CW
514
CreativeOne Wealth
Kansas
$1.59M +$382K +1,966 +31%
LSERS
515
Louisiana State Employees Retirement System
Louisiana
$1.59M -$19.4K -100 -1%
SYBT
516
Stock Yards Bank & Trust
Kentucky
$1.58M +$48.6K +250 +3%
HCCM
517
Hudson Canyon Capital Management
New York
$1.58M
DEA
518
DoubleLine ETF Adviser
Florida
$1.58M +$412K +2,119 +35%
HNB
519
Huntington National Bank
Ohio
$1.57M +$5.64K +29 +0.4%
KWM
520
Kingsview Wealth Management
Oregon
$1.56M +$15.6K +80 +1%
MWM
521
Modera Wealth Management
New Jersey
$1.56M
SAM
522
Securian Asset Management
Minnesota
$1.55M -$65.7K -338 -4%
CA
523
Cornerstone Advisors
North Carolina
$1.55M
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$1.54M -$468K -2,406 -23%
OM
525
OV Management
Minnesota
$1.53M +$96.8K +498 +7%

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.