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Hershey

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
ZIM
76
Zacks Investment Management
Illinois
$33.4M +$3.75M +19,309 +12%
Canada Life
77
Canada Life
Manitoba, Canada
$32.7M +$721K +3,709 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$32.6M -$14.3M -73,573 -30%
Jennison Associates
79
Jennison Associates
New York
$32.4M +$467K +2,404 +1%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$32.2M +$1.87M +9,621 +6%
Victory Capital Management
81
Victory Capital Management
Texas
$30.8M +$12M +61,765 +62%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$30.7M -$5.73M -29,467 -16%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$30.7M +$12.5M +64,368 +67%
RCW
84
Rheos Capital Works
Japan
$29.5M
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$29.3M +$1.34M +6,912 +5%
Citigroup
86
Citigroup
New York
$28.8M -$1.22M -6,298 -4%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$28.5M -$4.96M -25,500 -15%
Baillie Gifford & Co
88
Baillie Gifford & Co
United Kingdom
$27.6M -$47.8K -246 -0.2%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$26.7M +$8.77M +45,100 +48%
DRZID
90
DePrince Race & Zollo Inc (DRZ)
Florida
$26.7M -$355K -1,828 -1%
SI
91
Scout Investments
Missouri
$26.7M +$4.89M +25,140 +21%
VHAM
92
Van Hulzen Asset Management
California
$26.5M -$3.32M -17,096 -11%
CCM
93
Check Capital Management
California
$26.4M +$154K +792 +0.6%
RMDI
94
R.M. Davis Inc
Maine
$26.2M -$838K -4,313 -3%
Swedbank
95
Swedbank
Sweden
$26.1M +$802K +4,124 +3%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$25.6M +$684K +3,520 +3%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$25.3M -$52.9M -272,107 -68%
SG Americas Securities
98
SG Americas Securities
New York
$25.1M +$19.2M +98,968 +311%
CPSAC
99
Chas P. Smith & Associates (CPS)
Florida
$24.3M +$1.26M +6,476 +5%
BG
100
Bahl & Gaynor
Ohio
$24.2M -$920K -4,734 -4%

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.