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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
FFM
701
Forum Financial Management
Illinois
$792K +$12.4K +64 +2%
WG
702
Wealth Group
North Carolina
$792K +$9.91K +51 +1%
SFG
703
Shum Financial Group
California
$792K +$855K +4,396 New
PWP
704
Precedent Wealth Partners
Texas
$782K +$56.2K +289 +8%
ST
705
Somerset Trust
Pennsylvania
$779K -$11.3K -58 -1%
GI
706
GAMMA Investing
California
$777K +$195K +1,005 +33%
LFA
707
Legacy Financial Advisors
Kentucky
$776K +$7.58K +39 +1%
FCM
708
Fairbanks Capital Management
California
$775K +$46.5K +239 +6%
BBA
709
BLB&B Advisors
Pennsylvania
$771K
Koshinski Asset Management
710
Koshinski Asset Management
Illinois
$770K +$291K +1,498 +60%
MAM
711
Marquette Asset Management
Minnesota
$767K
GF
712
Gabelli Funds
New York
$767K +$292K +1,500 +60%
GFA
713
Gifford Fong Associates
California
$767K
AF
714
Arrow Financial
New York
$765K +$4.86K +25 +0.6%
Squarepoint
715
Squarepoint
New York
$763K -$6.88M -35,372 -90%
CFGS
716
Concourse Financial Group Securities
Alabama
$763K +$38.5K +198 +5%
Kovitz Investment Group Partners
717
Kovitz Investment Group Partners
Illinois
$762K -$1.05M -5,408 -48%
AWE
718
Avidian Wealth Enterprises
Texas
$761K +$972 +5 +0.1%
HAG
719
HighPoint Advisor Group
Illinois
$760K +$9.91K +51 +1%
AWM
720
AE Wealth Management
Kansas
$760K +$34.8K +179 +5%
SFA
721
Sequoia Financial Advisors
Ohio
$759K -$151K -779 -16%
MCC
722
Money Concepts Capital
Florida
$753K +$32.7K +168 +4%
SW
723
Simplicity Wealth
New Jersey
$750K -$316K -1,625 -29%
LBC
724
Lowe Brockenbrough & Co
Virginia
$748K -$70.4K -362 -8%
CFB
725
Cullen/Frost Bankers
Texas
$748K +$54.2K +279 +8%

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.