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Hershey

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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$54M -$1.09M -6,086 -2%
DLA
52
Douglas Lane & Associates
New York
$53.8M +$7.63M +42,550 +15%
DC
53
Davenport & Co
Virginia
$53.4M -$5.97M -33,280 -10%
Citadel Advisors
54
Citadel Advisors
Florida
$51.3M +$7.86M +43,828 +17%
RFC
55
Regions Financial Corp
Alabama
$49.3M -$20.8M -116,167 -29%
AQR Capital Management
56
AQR Capital Management
Connecticut
$48.2M -$8.29M -46,232 -14%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$47.1M +$8.99M +50,143 +22%
BTW
58
Boston Trust Walden
Massachusetts
$46.8M -$129K -721 -0.3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$45.9M +$372K +2,073 +0.8%
AllianceBernstein
60
AllianceBernstein
Tennessee
$44.8M +$17M +94,539 +56%
Ameriprise
61
Ameriprise
Minnesota
$44.2M -$6.56M -36,608 -12%
Franklin Resources
62
Franklin Resources
California
$44.1M +$7.62M +42,499 +19%
Truist Financial
63
Truist Financial
North Carolina
$43.7M -$28.5M -158,735 -38%
SAM
64
Silvercrest Asset Management
New York
$41.5M -$4.42M -24,659 -9%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$40.9M +$5.03M +28,063 +13%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$40.2M -$17.9M -100,064 -30%
ACA
67
Anchor Capital Advisors
Massachusetts
$39.9M -$2.65M -14,762 -6%
National Pension Service
68
National Pension Service
South Korea
$38.8M -$40.7M -226,795 -50%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$37.4M -$2.11M -11,793 -5%
Bessemer Group
70
Bessemer Group
New Jersey
$36.3M -$1.36M -7,605 -3%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$35.1M +$16.1M +89,938 +77%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$34.4M +$431K +2,401 +1%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$32.1M +$34M +189,757 New
SAM
74
Storebrand Asset Management
Norway
$31.5M -$13.2M -73,505 -28%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$31.3M +$290K +1,619 +0.9%

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.