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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
TCA
651
Transcend Capital Advisors
New Jersey
$977K +$33.6K +173 +4%
BHBT
652
Burke & Herbert Bank & Trust
Virginia
$973K -$29.2K -150 -3%
SEA
653
Stegent Equity Advisors
Texas
$971K -$11.3K -58 -1%
SA
654
SpiderRock Advisors
Delaware
$969K -$20K -103 -2%
GLA
655
Good Life Advisors
Pennsylvania
$969K +$510K +2,624 +108%
AAM
656
Aureus Asset Management
Massachusetts
$968K
NB
657
NBT Bank
New York
$960K -$156K -800 -14%
PGCM
658
Prescott Group Capital Management
Oklahoma
$959K
Wellington Management Group
659
Wellington Management Group
Massachusetts
$958K +$320K +1,645 +49%
IMCOOI
660
Investment Management Corp of Ontario (IMCO)
Canada
$946K +$311K +1,600 +48%
MFGM
661
Marshall Financial Group (Maryland)
Maryland
$943K +$16.1K +83 +2%
AR
662
Advisory Research
Illinois
$939K -$63.8K -328 -6%
WIC
663
Woodmont Investment Counsel
Tennessee
$931K -$3.89K -20 -0.4%
NIM
664
NEOS Investment Management
Connecticut
$927K +$158K +812 +20%
N
665
Natixis
France
$925K -$1.36M -6,989 -59%
MHC
666
Meyer Handelman Company
New York
$921K
JCM
667
Jacobi Capital Management
Pennsylvania
$919K +$40.4K +208 +5%
HI
668
Horizon Investments
North Carolina
$915K +$6.61K +34 +0.7%
WF
669
Welch & Forbes
Massachusetts
$906K
SFI
670
SPC Financial Inc
Maryland
$902K +$63.2K +325 +7%
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$898K -$3.31K -17 -0.4%
GT
672
Glenview Trust
Kentucky
$878K +$179K +923 +25%
FMWA
673
Forvis Mazars Wealth Advisors
Missouri
$877K -$972 -5 -0.1%
WA
674
WESPAC Advisors
California
$869K +$55.4K +285 +7%
FMB
675
Field & Main Bank
Kentucky
$866K +$42.8K +220 +5%

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.