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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
UCFA
776
United Capital Financial Advisors
Texas
$616K -$195K -1,001 -24%
SLI
777
Sumitomo Life Insurance
Japan
$608K -$9.14K -47 -1%
OPTFSNA
778
Old Point Trust & Financial Services N A
Virginia
$608K +$17.1K +88 +3%
BFA
779
Buttonwood Financial Advisors
Maryland
$606K -$4.47K -23 -0.7%
CS
780
Cannell & Spears
New York
$606K
LNB
781
Ledyard National Bank
$600K +$355K +1,824 +140%
FNT
782
First National Trust
Pennsylvania
$600K -$12.2K -63 -2%
BP
783
Ballentine Partners
Massachusetts
$598K +$4.86K +25 +0.8%
OC
784
Oakworth Capital
Alabama
$596K
AF
785
Allworth Financial
California
$595K -$389 -2 -0.1%
WA
786
Wealth Alliance
New York
$590K +$63.8K +328 +12%
FC
787
Forte Capital
New York
$590K +$123K +635 +26%
KIM
788
Kestra Investment Management
Texas
$588K +$596K +3,065 New
ONB
789
Old National Bancorp
Indiana
$586K -$37.1K -191 -6%
SG
790
StoneX Group
New York
$585K +$92.1K +474 +18%
SSB
791
Sandy Spring Bank
Maryland
$584K +$778 +4 +0.1%
FIM
792
Fernwood Investment Management
Massachusetts
$580K
TF
793
Tompkins Financial
New York
$578K +$75.8K +390 +15%
BCCM
794
Bridge Creek Capital Management
Massachusetts
$578K +$227K +1,170 +63%
ATC
795
Argent Trust Co
Tennessee
$576K -$3.89K -20 -0.7%
QOP
796
Quinn Opportunity Partners
Virginia
$575K -$2.64M -13,600 -82%
CCP
797
Cassia Capital Partners
North Carolina
$575K -$37.5K -193 -6%
CG
798
Caprock Group
Idaho
$575K -$78.9K -406 -12%
LC
799
Lincoln Capital
Nebraska
$573K -$1.55K -8 -0.3%
WPC
800
Waters Parkerson & Co
Louisiana
$573K

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.