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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
HFO
801
Heritage Family Offices
Arizona
$572K -$14K -72 -2%
WA
802
WBH Advisory
Maryland
$572K
HWM
803
HB Wealth Management
Georgia
$569K +$80.7K +415 +16%
AM
804
AGF Management
Ontario, Canada
$566K -$10.1K -52 -2%
NG
805
Norden Group
Utah
$557K +$175K +901 +45%
SCI
806
Stableford Capital II
Arizona
$557K -$1.94K -10 -0.3%
HJGA
807
Hardman Johnston Global Advisors
Connecticut
$556K
AA
808
Advisory Alpha
Michigan
$555K +$260K +1,340 +86%
ZIMP
809
Zimmermann Investment Management & Planning
Pennsylvania
$554K -$9.91K -51 -2%
CA
810
Commerzbank Aktiengesellschaft
Germany
$554K +$561K +2,888 New
GAM
811
Gotham Asset Management
New York
$551K -$2.32M -11,919 -81%
AWM
812
Avior Wealth Management
Nebraska
$551K +$6.42K +33 +1%
Fuller & Thaler Asset Management
813
Fuller & Thaler Asset Management
California
$550K +$80.7K +415 +17%
OWP
814
Obermeyer Wealth Partners
Colorado
$549K +$68K +350 +14%
AAIS
815
ABN AMRO Investment Solutions
$548K -$71K -365 -11%
BAM
816
Blueshift Asset Management
New Jersey
$543K +$550K +2,830 New
WAM
817
Weatherly Asset Management
California
$539K +$20.8K +107 +4%
RSWM
818
Robertson Stephens Wealth Management
California
$534K -$7.97K -41 -1%
Tudor Investment Corp
819
Tudor Investment Corp
Connecticut
$533K -$27.2M -139,723 -98%
FAT
820
First American Trust
California
$530K -$972 -5 -0.2%
HI
821
Hudock Inc
Pennsylvania
$530K +$1.75K +9 +0.3%
DWP
822
Daymark Wealth Partners
Ohio
$528K +$1.17K +6 +0.2%
FA
823
Faithward Advisors
Pennsylvania
$525K +$137K +705 +35%
DWA
824
Douglass Winthrop Advisors
New York
$521K -$1.94K -10 -0.4%
MA
825
Mutual Advisors
Nebraska
$520K +$37.3K +192 +7%

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.