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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
PTC
601
Philadelphia Trust Company
Pennsylvania
$1.15M +$4.08K +21 +0.4%
AWCI
602
Alpine Woods Capital Investors
New York
$1.15M -$2.45M -12,600 -66%
NB
603
Norinchukin Bank
Japan
$1.14M +$149K +769 +15%
NA
604
NewEdge Advisors
Louisiana
$1.13M -$117K -604 -9%
IP
605
Intellectus Partners
California
$1.13M +$115K +590 +11%
TCPG
606
Trivant Custom Portfolio Group
California
$1.13M -$599K -3,082 -34%
CI Investments Inc
607
CI Investments Inc
Ontario, Canada
$1.12M +$29.7K +153 +3%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$1.12M -$201K -1,033 -15%
EGM
609
Engineers Gate Manager
New York
$1.12M -$5.26M -27,044 -82%
PA
610
PFG Advisors
Arizona
$1.11M -$135K -692 -11%
CA
611
Claro Advisors
Massachusetts
$1.1M +$1.36K +7 +0.1%
PAM
612
Paradigm Asset Management
New York
$1.09M
PVI
613
Pine Valley Investments
New Jersey
$1.09M +$29.7K +153 +3%
HI
614
Harbour Investments
Wisconsin
$1.09M -$31.3K -161 -3%
BAMF
615
BI Asset Management Fondsmaeglerselskab
Denmark
$1.09M +$576K +2,961 +109%
PAS
616
Park Avenue Securities
New York
$1.08M +$12.1K +62 +1%
Aviva
617
Aviva
United Kingdom
$1.08M -$4.67K -24 -0.4%
HAIM
618
Hunter Associates Investment Management
Pennsylvania
$1.07M +$97.2K +500 +10%
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$1.07M
BBVA
620
Banco Bilbao Vizcaya Argentaria
Spain
$1.07M -$161K -826 -13%
AUB
621
Atlantic Union Bankshares
Virginia
$1.07M -$70.2K -361 -6%
ACM
622
Advisors Capital Management
New Jersey
$1.06M -$14.2K -73 -1%
PS
623
Principal Securities
Iowa
$1.05M +$157K +807 +17%
MYAM
624
Meiji Yasuda Asset Management
Japan
$1.05M -$13.6K -70 -1%
CA
625
Clearstead Advisors
Ohio
$1.05M +$237K +1,218 +29%

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.