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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
LD
576
Lipe & Dalton
New York
$1.26M +$189K +973 +17%
WCM Investment Management
577
WCM Investment Management
California
$1.26M +$957K +4,925 +312%
FCI
578
Financial Counselors Inc
Kansas
$1.25M -$20K -103 -2%
AIM
579
Allen Investment Management
New York
$1.25M
MIF
580
Mediolanum International Funds
Ireland
$1.24M -$1.9M -9,795 -60%
Public Sector Pension Investment Board (PSP Investments)
581
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M +$194K +1,000 +18%
RCM
582
RB Capital Management
Nevada
$1.24M -$3.69K -19 -0.3%
ET
583
Entropy Technologies
New York
$1.24M +$1.25M +6,450 New
DF
584
Donoghue Forlines
Massachusetts
$1.23M +$1.25M +6,416 New
FCA
585
Fortis Capital Advisors
Kansas
$1.23M -$263K -1,351 -17%
SMC
586
Smith, Moore & Co
Missouri
$1.22M -$10.3K -53 -0.8%
FFA
587
Farther Finance Advisors
California
$1.22M -$276K -1,422 -18%
AMCA
588
Arthur M. Cohen & Associates
Illinois
$1.21M -$515K -2,650 -30%
P
589
&Partners
Tennessee
$1.21M +$794K +4,087 +185%
SFG
590
SNS Financial Group
Minnesota
$1.2M -$56.8K -292 -4%
SW
591
SlateStone Wealth
Florida
$1.19M
RCM
592
RMR Capital Management
California
$1.18M
WDA
593
Wendell David Associates
New Hampshire
$1.18M -$18.5K -95 -2%
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$1.17M +$58.3K +300 +5%
TWP
595
Tempus Wealth Planning
California
$1.17M +$181K +932 +18%
SM
596
Sciencast Management
New Jersey
$1.16M +$1.17M +6,041 New
GAM
597
Groupama Asset Management
France
$1.15M +$584K +3,003 +67%
TRCT
598
Tower Research Capital (TRC)
New York
$1.15M -$236K -1,212 -17%
MWM
599
Massachusetts Wealth Management
Massachusetts
$1.15M +$14.6K +75 +1%
MFS
600
Mirabella Financial Services
United Kingdom
$1.15M +$1.17M +6,006 New

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.