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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
CT
901
Caldwell Trust
Florida
$393K
NFG
902
Northeast Financial Group
Pennsylvania
$393K +$778 +4 +0.2%
WBC
903
Westpac Banking Corp
Australia
$391K +$49.2K +253 +14%
CI
904
Conning Inc
Connecticut
$389K +$174K +895 +79%
CIA
905
Choate Investment Advisors
Massachusetts
$386K +$4.08K +21 +1%
BW
906
Bison Wealth
Georgia
$385K -$20.4K -105 -5%
EP
907
Edgestream Partners
New Jersey
$385K +$390K +2,008 New
ARMT
908
Amica Retiree Medical Trust
Rhode Island
$385K +$391K +2,010 New
ECG
909
Edge Capital Group
Georgia
$385K
Lido Advisors
910
Lido Advisors
California
$384K -$212K -1,092 -35%
CT
911
Chicago Trust
Illinois
$384K +$390K +2,004 New
CC
912
Courier Capital
New York
$384K -$583 -3 -0.1%
BEC
913
Blue Edge Capital
Virginia
$384K
CNBTD
914
Citizens National Bank Trust Department
Mississippi
$384K
RAM
915
Ramirez Asset Management
New York
$381K
LSAG
916
Lake Street Advisors Group
New Hampshire
$381K -$33.8K -174 -8%
FNBT
917
FineMark National Bank & Trust
Florida
$380K
JIC
918
Joel Isaacson & Co
New York
$380K +$29.7K +153 +8%
LA
919
Legacy Advisors
Pennsylvania
$379K +$48.6K +250 +14%
CAI
920
Capital Advisors Inc
Oklahoma
$378K -$778 -4 -0.2%
WP
921
WMS Partners
Maryland
$378K +$383K +1,969 New
WAOTB
922
Wealth Advisors of Tampa Bay
Florida
$377K
CAG
923
Crestwood Advisors Group
Massachusetts
$375K +$8.16K +42 +2%
PBC
924
Pavion Blue Capital
California
$374K
BFG
925
Bleakley Financial Group
New Jersey
$372K +$4.47K +23 +1%

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.