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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
FB
1001
Fulton Bank
Pennsylvania
$299K -$6.61K -34 -2%
CAG
1002
Csenge Advisory Group
Florida
$299K +$10.3K +53 +3%
JGC
1003
J. Goldman & Co
New York
$299K +$303K +1,559 New
BWL
1004
Bogart Wealth LLC
Virginia
$298K +$1.17K +6 +0.4%
BHPW
1005
Beverly Hills Private Wealth
California
$298K +$778 +4 +0.3%
AIP
1006
Ameritas Investment Partners
Nebraska
$298K
TTWM
1007
TCV Trust & Wealth Management
Virginia
$297K -$8.36K -43 -3%
RIG
1008
RiverFront Investment Group
Virginia
$297K +$301K +1,550 New
SFWC
1009
Strategic Family Wealth Counselors
New Jersey
$294K +$972 +5 +0.3%
MPM
1010
MBB Public Markets
Illinois
$293K -$1.77M -9,105 -86%
RCM
1011
Radnor Capital Management
Pennsylvania
$293K +$297K +1,527 New
AIP
1012
Almanack Investment Partners
Pennsylvania
$293K -$972 -5 -0.3%
EWM
1013
Evercore Wealth Management
New York
$290K
CI
1014
Cigna Investments
Connecticut
$290K -$14.6K -75 -5%
BMC
1015
Beaton Management Company
Massachusetts
$289K
AWC
1016
Abundance Wealth Counselors
Pennsylvania
$289K +$293K +1,508 New
OAM
1017
Occidental Asset Management
California
$288K -$64K -329 -18%
RPC
1018
Rossmore Private Capital
Connecticut
$288K
OBGC
1019
O'Brien Greene & Co
Pennsylvania
$288K -$1.55K -8 -0.5%
NFG
1020
Nadler Financial Group
Illinois
$288K
CTI
1021
Community Trust & Investment
Kentucky
$288K +$292K +1,500 New
EB
1022
Eastern Bank
Massachusetts
$288K +$292K +1,500 New
ET
1023
Equitable Trust
Tennessee
$284K
BSTWA
1024
Blake Schutter Theil Wealth Advisors
Ohio
$284K +$288K +1,483 New
WAAG
1025
Wealth Alliance Advisory Group
Kansas
$283K +$287K +1,477 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.