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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
WSC
976
Wellington Shields & Co
New York
$326K
SAM
977
SignalPoint Asset Management
Missouri
$326K +$194 +1 +0.1%
LIM
978
Longfellow Investment Management
Massachusetts
$325K +$1.75K +9 +0.5%
WA1
979
Wimmer Associates 1
California
$324K
ESBC
980
E.S. Barr & Co
Kentucky
$323K -$48.6K -250 -13%
TW
981
TritonPoint Wealth
Maryland
$322K +$324K +1,666 New
JFGIW
982
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$321K +$52.7K +271 +19%
OTL
983
Oak Thistle LLC
New York
$320K +$13.6K +70 +4%
SFO
984
Stokes Family Office
Louisiana
$319K +$29.2K +150 +10%
HCA
985
Horan Capital Advisors
Ohio
$319K
FNA
986
First National Advisers
Nebraska
$316K
CPIA
987
Cornell Pochily Investment Advisors
New York
$314K +$318K +1,635 New
KCM
988
Kanawha Capital Management
Virginia
$310K
TSWM
989
Tyler-Stone Wealth Management
Ohio
$309K +$207K +1,066 +196%
GM
990
GeoWealth Management
Illinois
$309K -$1.55K -8 -0.5%
SFS
991
Stiles Financial Services
Minnesota
$307K +$2.14K +11 +0.7%
AMG
992
Advisors Management Group
Wisconsin
$307K
BDWCC
993
B&D White Capital Company
Texas
$307K
EFS
994
Econ Financial Services
Pennsylvania
$307K -$1.01M -5,218 -77%
MCWS
995
McKinley Carter Wealth Services
West Virginia
$306K
LA
996
Lifeworks Advisors
Michigan
$305K -$92.1K -474 -23%
MM
997
MQS Management
New York
$303K +$7.19K +37 +2%
LIM
998
Letson Investment Management
Georgia
$302K
MSWM
999
McGlone Suttner Wealth Management
Wisconsin
$301K +$83.8K +431 +38%
CTFG
1000
Capstone Triton Financial Group
Oklahoma
$300K +$42.6K +219 +16%

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.