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Hershey

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
AQR Capital Management
51
AQR Capital Management
Connecticut
$63.6M -$18.2M -93,726 -22%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$62.4M -$4.71M -24,227 -7%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$62M -$108M -553,060 -63%
WFMPM
54
Woodley Farra Manion Portfolio Management
Indiana
$62M +$948K +4,876 +2%
Ameriprise
55
Ameriprise
Minnesota
$56.9M +$2.48M +12,774 +4%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$56.4M -$1.85M -9,504 -3%
RJA
57
Raymond James & Associates
Florida
$53.6M +$1.14M +5,872 +2%
BTW
58
Boston Trust Walden
Massachusetts
$53.1M +$199K +1,025 +0.4%
DLA
59
Douglas Lane & Associates
New York
$52.7M +$21M +107,826 +65%
SAM
60
Silvercrest Asset Management
New York
$51.7M -$714K -3,675 -1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$51.6M -$3.1M -15,944 -6%
JIC
62
Johnson Investment Counsel
Ohio
$50.5M +$1.41M +7,260 +3%
SAM
63
Storebrand Asset Management
Norway
$49.8M -$1.01M -5,175 -2%
Citadel Advisors
64
Citadel Advisors
Florida
$49.6M +$42.4M +217,969 +533%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$48.3M +$505K +2,599 +1%
ACA
66
Anchor Capital Advisors
Massachusetts
$48M -$680K -3,497 -1%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$44.6M -$6.28M -32,302 -12%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$43.7M +$9.97M +51,271 +29%
Bessemer Group
69
Bessemer Group
New Jersey
$42.6M +$3.34M +17,194 +8%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$41.1M +$1.18M +6,054 +3%
Franklin Resources
71
Franklin Resources
California
$40.6M +$20.7M +106,450 +95%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$38.5M -$260M -1,338,001 -87%
OCM
73
Osterweis Capital Management
California
$36.6M +$37.1M +190,614 New
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$35.1M +$1.31M +6,731 +4%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$33.5M +$4.31M +22,164 +15%

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.