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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
HIG
926
Heritage Investment Group
Florida
$371K
NAG
927
Northstar Advisory Group
New Jersey
$370K -$827K -4,253 -69%
SEIA
928
Signature Estate & Investment Advisors
California
$369K +$374K +1,925 New
MWA
929
MN Wealth Advisors
Kansas
$369K +$2.14K +11 +0.6%
FNBTCON
930
First National Bank & Trust Co of Newtown
Pennsylvania
$367K
WWP
931
WR Wealth Planners
Missouri
$367K +$8.16K +42 +2%
JIP
932
Jaffetilchin Investment Partners
Florida
$366K -$123K -635 -25%
SOS
933
Silver Oak Securities
Tennessee
$365K +$354K +1,823 +2,762%
QWM
934
Quadcap Wealth Management
Texas
$365K -$181K -931 -33%
LTI
935
Laffer Tengler Investments
Tennessee
$365K
SB
936
Simmons Bank
Arkansas
$365K -$194 -1 -0.1%
GD
937
Grandfield & Dodd
New York
$364K
OWA
938
Outlook Wealth Advisors
Texas
$360K +$25.3K +130 +7%
HBT
939
Heartland Bank & Trust
Illinois
$360K -$13.4K -69 -4%
TAM
940
Titleist Asset Management
Texas
$360K -$38.7K -199 -10%
ZB
941
Zions Bancorporation
Utah
$359K +$57.5K +296 +19%
FRA
942
Frank Rimerman Advisors
California
$359K -$28.2K -145 -7%
PWP
943
Principle Wealth Partners
Connecticut
$358K
MBTD
944
Mechanics Bank - Trust Department
California
$358K -$7.19K -37 -2%
ISB
945
Iowa State Bank
Iowa
$357K
SWM
946
Silverlake Wealth Management
Vermont
$357K +$389 +2 +0.1%
SCA
947
Sippican Capital Advisors
Massachusetts
$355K
IGAM
948
iA Global Asset Management
Quebec, Canada
$352K +$63K +324 +21%
AF
949
Advisornet Financial
Minnesota
$351K -$49.6K -255 -12%
WAP
950
Wealthcare Advisory Partners
Pennsylvania
$351K +$356K +1,830 New

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.