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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
AAF
626
Andra AP-fonden
Sweden
$864K +$915K +5,100 New
EF
627
Empirical Finance
Pennsylvania
$856K -$8.79K -49 -1%
CCM
628
Chilton Capital Management
Texas
$854K -$19.4K -108 -2%
OPW
629
Oxler Private Wealth
New York
$853K -$52.5K -293 -5%
AAM
630
Aureus Asset Management
Massachusetts
$847K -$8.97K -50 -1%
PGCM
631
Prescott Group Capital Management
Oklahoma
$847K
BFS
632
Bradley Foster & Sargent
Connecticut
$840K -$345K -1,924 -28%
BHBT
633
Burke & Herbert Bank & Trust
Virginia
$838K -$22.4K -125 -2%
MHC
634
Meyer Handelman Company
New York
$813K
HI
635
Horizon Investments
North Carolina
$813K +$5.2K +29 +0.6%
MMPW
636
Mitchell McLeod Pugh & Williams
Alabama
$810K +$399K +2,223 +87%
PRP
637
Peak Retirement Planning
Ohio
$807K +$855K +4,770 New
Lazard Asset Management
638
Lazard Asset Management
New York
$805K -$885K -4,936 -51%
SEA
639
Stegent Equity Advisors
Texas
$803K -$57.2K -319 -6%
GT
640
Glenview Trust
Kentucky
$803K +$28.9K +161 +4%
WF
641
Welch & Forbes
Massachusetts
$796K -$4.66K -26 -0.6%
AWA
642
Arete Wealth Advisors
Illinois
$795K +$200K +1,115 +31%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$794K +$1.79K +10 +0.2%
AWA
644
Aaron Wealth Advisors
Illinois
$793K +$90.6K +505 +12%
FIM
645
Freedom Investment Management
Connecticut
$789K +$69.2K +386 +9%
SA
646
Sylvest Advisors
Texas
$788K +$834K +4,652 New
PFPT
647
Pinnacle Financial Partners (Tennessee)
Tennessee
$788K +$8.43K +47 +1%
IPW
648
Impact Partnership Wealth
Georgia
$780K +$826K +4,604 New
NB
649
NBT Bank
New York
$779K -$73K -407 -8%
SG Americas Securities
650
SG Americas Securities
New York
$775K -$22.6M -126,167 -96%

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.