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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
AWAG
826
ARS Wealth Advisors Group
Florida
$518K
Capital World Investors
827
Capital World Investors
California
$518K
KFS
828
Kurt F. Somerville
$518K
TYCC
829
Texas Yale Capital Corp
Florida
$518K
TBA
830
Tower Bridge Advisors
Pennsylvania
$518K
CIS
831
Capital International Sarl
California
$515K +$522K +2,685 New
GWP
832
Gen-Wealth Partners
Michigan
$513K +$236K +1,216 +73%
OAM
833
Oxford Asset Management
United Kingdom
$513K +$520K +2,676 New
MAS
834
Meeder Advisory Services
Ohio
$512K +$1.17K +6 +0.2%
KTM
835
Keeler Thomas Management
Utah
$512K
AM
836
Atwater Malick
Pennsylvania
$510K +$5.64K +29 +1%
TCOV
837
Trust Company of Vermont
Vermont
$504K
SSWM
838
Sheets Smith Wealth Management
North Carolina
$501K +$116K +597 +30%
HSA
839
HBK Sorce Advisory
Pennsylvania
$501K -$33.6K -173 -6%
MSFS
840
Main Street Financial Solutions
Pennsylvania
$500K -$389 -2 -0.1%
EFS
841
Essex Financial Services
Connecticut
$499K +$20.6K +106 +4%
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
$493K -$16.5K -85 -3%
OFS
843
Orrstown Financial Services
Pennsylvania
$493K +$500K +2,571 New
NA
844
Navellier & Associates
Nevada
$493K +$1.94K +10 +0.4%
MMPW
845
Mitchell McLeod Pugh & Williams
Alabama
$491K
WB
846
WesBanco Bank
West Virginia
$489K +$170K +877 +52%
KLCM
847
KG&L Capital Management
Louisiana
$488K -$171K -880 -26%
SIM
848
Stratos Investment Management
Ohio
$486K +$80.3K +413 +19%
CAM
849
Columbia Asset Management
Michigan
$484K
ZF
850
Zhang Financial
Michigan
$481K -$40K -206 -8%

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.