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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
PBK
851
Peoples Bank (Kansas)
Kansas
$479K +$486K +2,500 New
EFG
852
Ethos Financial Group
Pennsylvania
$478K +$482K +2,479 New
LFAS
853
Level Four Advisory Services
Texas
$474K +$28.8K +148 +6%
CPA
854
Cardiff Park Advisors
California
$474K +$3.11K +16 +0.7%
AIC
855
Archer Investment Corporation
Indiana
$473K
SP
856
Stablepoint Partners
Massachusetts
$470K
CCM
857
Coldstream Capital Management
Washington
$470K +$49K +252 +11%
SHF
858
Safe Harbor Fiduciary
Florida
$469K +$475K +2,446 New
CRC
859
Curi RMB Capital
Illinois
$461K -$71.3K -367 -13%
LFA
860
LifeGuide Financial Advisors
Pennsylvania
$460K +$3.69K +19 +0.8%
FFS
861
Founders Financial Securities
Maryland
$456K -$24.7K -127 -5%
IAN
862
Integrated Advisors Network
Texas
$455K +$30.3K +156 +7%
IWA
863
Inspirion Wealth Advisors
Illinois
$452K +$40.8K +210 +10%
VSQM
864
V-Square Quantitative Management
Illinois
$450K +$102K +525 +29%
B
865
Bellecapital
Switzerland
$445K -$275K -1,413 -38%
PCIA
866
Prime Capital Investment Advisors
Kansas
$442K -$69.6K -358 -13%
ANBT
867
American National Bank & Trust
Texas
$440K -$8.94K -46 -2%
DSC
868
Duncker Streett & Co
Missouri
$440K
NIM
869
Northeast Investment Management
Massachusetts
$439K
EWA
870
EverSource Wealth Advisors
Alabama
$439K +$13.8K +71 +3%
EFA
871
Edge Financial Advisors
Illinois
$437K +$2.92K +15 +0.7%
WE
872
Wealth Effects
Massachusetts
$435K +$29.2K +150 +7%
ATPW
873
Ashton Thomas Private Wealth
Arizona
$434K +$40K +206 +10%
PA
874
Profund Advisors
Maryland
$430K +$93.5K +481 +27%
NG
875
Northstar Group
New York
$429K +$13.8K +71 +3%

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.