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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
WEG
751
World Equity Group
Illinois
$691K +$28.2K +145 +4%
MWA
752
Midland Wealth Advisors
Illinois
$690K -$99.1K -510 -12%
KWM
753
KFG Wealth Management
Indiana
$689K -$11.1K -57 -2%
AWA
754
Arete Wealth Advisors
Illinois
$688K +$337K +1,735 +94%
EWA
755
EP Wealth Advisors
California
$686K -$6.8K -35 -1%
PWW
756
Pettyjohn Wood & White
Virginia
$682K +$210K +1,080 +44%
FFM
757
Fullerton Fund Management
Singapore
$679K +$689K +3,542 New
MSAM
758
Moloney Securities Asset Management
Missouri
$679K +$126K +650 +22%
A
759
AlphaQuest
New York
$676K -$340K -1,747 -33%
HZ
760
Hixon Zuercher
Ohio
$675K +$29K +149 +4%
KA
761
Klingman & Associates
New York
$671K +$194 +1 +0%
AL
762
ADE LLC
Maryland
$656K
AIM
763
Alhambra Investment Management
Florida
$655K +$664K +3,414 New
CL
764
Choreo LLC
Illinois
$653K -$67.8K -349 -9%
ACA
765
Aptus Capital Advisors
Alabama
$653K -$110K -566 -14%
BIA
766
Benchmark Investment Advisors
Illinois
$652K
FFA
767
Florida Financial Advisors
Florida
$643K +$51.3K +264 +9%
JWCA
768
J.W. Cole Advisors
Florida
$640K -$822K -4,229 -56%
TFO
769
Tarbox Family Office
California
$635K
NS
770
NBC Securities
Alabama
$630K -$2.72K -14 -0.4%
WFI
771
West Family Investments
California
$628K +$1.36K +7 +0.2%
PAA
772
Peregrine Asset Advisers
Oregon
$626K -$34.6K -178 -5%
IIM
773
Ipswich Investment Management
Massachusetts
$623K
MRCM
774
M&R Capital Management
New Jersey
$617K +$778 +4 +0.1%
AFIA
775
America First Investment Advisors
Nebraska
$617K

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.