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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
PA
676
Parallel Advisors
California
$854K +$1.55K +8 +0.2%
SA
677
SRN Advisors
Pennsylvania
$853K -$36.9K -190 -4%
UF
678
Univest Financial
Pennsylvania
$850K +$273K +1,405 +46%
RWA
679
River Wealth Advisors
Pennsylvania
$846K -$10.9K -56 -1%
PFPT
680
Pinnacle Financial Partners (Tennessee)
Tennessee
$845K -$8.55K -44 -1%
FTDI
681
First Trust Direct Indexing
Massachusetts
$842K +$68.2K +351 +9%
KRSITF
682
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$838K -$75.6K -389 -8%
SF
683
Summit Financial
New Jersey
$838K +$225K +1,159 +36%
DWT
684
Dorsey & Whitney Trust
South Dakota
$837K -$20K -103 -2%
KFI
685
Key Financial Inc
Pennsylvania
$837K
FAM
686
Formidable Asset Management
Ohio
$834K
SGI
687
Summit Global Investments
Utah
$834K -$520K -2,673 -38%
FHA
688
Flagship Harbor Advisors
Massachusetts
$830K +$65.3K +336 +8%
VCA
689
Verdence Capital Advisors
Maryland
$828K +$19.4K +100 +2%
HCM
690
Helios Capital Management
Singapore
$825K
IWN
691
Independent Wealth Network
Iowa
$824K +$12.6K +65 +2%
FIM
692
Freedom Investment Management
Connecticut
$820K +$22.7K +117 +3%
TMAM
693
Tokio Marine Asset Management
Japan
$811K +$83.6K +430 +11%
AF
694
Aviso Financial
Ontario, Canada
$809K +$62.2K +320 +8%
SC
695
Schulhoff & Co
Ohio
$802K +$107K +550 +15%
AWA
696
Aaron Wealth Advisors
Illinois
$801K -$175K -898 -18%
FTWA
697
Fifth Third Wealth Advisors
Ohio
$801K +$98.6K +507 +14%
BCWM
698
Bartlett & Co Wealth Management
Ohio
$800K
IB
699
Intrust Bank
Kansas
$797K -$29.4K -151 -4%
AFCM
700
Applied Finance Capital Management
Puerto Rico
$797K +$49.8K +256 +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.