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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
SPC
951
Sigma Planning Corp
Michigan
$349K -$48K -247 -12%
TIA
952
Traphagen Investment Advisors
New Jersey
$349K -$12.8K -66 -4%
BWP
953
BSW Wealth Partners
Colorado
$347K -$89.2K -459 -20%
NCFG
954
New Century Financial Group
New Jersey
$346K +$4.47K +23 +1%
PWAM
955
Pinnacle West Asset Management
Wyoming
$346K +$4.86K +25 +1%
TA
956
Townsend & Associates
Colorado
$346K
PWM
957
Perigon Wealth Management
California
$346K -$6.22K -32 -2%
NP
958
NorthRock Partners
Minnesota
$345K +$17.1K +88 +5%
SWMG
959
Sanchez Wealth Management Group
Florida
$345K
FI
960
FWG Investments
Kentucky
$343K +$64.9K +334 +23%
RAG
961
RIA Advisory Group
Iowa
$343K +$347K +1,787 New
SAW
962
Signal Advisors Wealth
Michigan
$342K +$347K +1,785 New
MPW
963
Monterey Private Wealth
California
$340K -$583 -3 -0.2%
WA
964
Waverly Advisors
Alabama
$340K +$18.9K +97 +6%
AFC
965
AFT Forsyth & Company
Florida
$338K
CFS
966
Cannon Financial Strategists
Georgia
$338K
EMAM
967
Encompass More Asset Management
California
$336K
SA
968
SL Advisors
New Jersey
$335K +$339K +1,746 New
MWM
969
Meridian Wealth Management
Kentucky
$334K +$339K +1,742 New
FFO
970
Fiduciary Family Office
Florida
$333K +$26.6K +137 +9%
CHAM
971
Clear Harbor Asset Management
Connecticut
$332K
SEC
972
Seven Eight Capital
New York
$331K +$336K +1,728 New
HFM
973
Hartford Financial Management
Connecticut
$331K +$389 +2 +0.1%
NL
974
NWAM LLC
Washington
$329K +$333K +1,713 New
TSMHT
975
Thurston Springer Miller Herd & Titak
Indiana
$327K +$188K +965 +130%

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.