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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
SFS
1051
Security Financial Services
Indiana
$261K +$265K +1,363 New
BBA
1052
Baader Bank Aktiengesellschaft
Germany
$261K +$63.4K +326 +29%
MIM
1053
MTM Investment Management
South Carolina
$260K +$9.72K +50 +4%
IPWA
1054
International Private Wealth Advisors
California
$260K -$10.1K -52 -4%
CRI
1055
Colonial River Investments
Virginia
$260K +$10.3K +53 +4%
CWM
1056
Connecticut Wealth Management
Connecticut
$260K -$79.5K -409 -23%
SWP
1057
Significant Wealth Partners
Illinois
$260K +$46.8K +241 +22%
WPC
1058
Wedmont Private Capital
Pennsylvania
$257K +$14.4K +74 +6%
QCG
1059
Quadrant Capital Group
Ohio
$257K -$2.92K -15 -1%
FW
1060
FullCircle Wealth
Texas
$257K +$273K +1,403 New
JWCA
1061
J.W. Coons Advisors
Ohio
$254K -$1.94K -10 -0.7%
YIA
1062
YHB Investment Advisors
Connecticut
$253K
BFA
1063
Beaumont Financial Advisors
Massachusetts
$252K -$972 -5 -0.4%
MSS
1064
Mitchell Sinkler & Starr
Pennsylvania
$251K +$255K +1,311 New
NFG
1065
Nations Financial Group
Iowa
$251K +$254K +1,307 New
CD
1066
Chapin Davis
Maryland
$250K
BWM
1067
BCGM Wealth Management
Indiana
$250K +$1.75K +9 +0.7%
PCM
1068
Perkins Capital Management
Minnesota
$249K -$97.2K -500 -28%
GWCM
1069
Godshalk Welsh Capital Management
Pennsylvania
$249K -$43.7K -225 -15%
BWM
1070
Baron Wealth Management
Michigan
$245K -$1.36K -7 -0.5%
IAS
1071
Insigneo Advisory Services
Florida
$241K +$244K +1,256 New
VIP
1072
Vista Investment Partners
Oklahoma
$240K +$194 +1 +0.1%
SAMT
1073
Select Asset Management & Trust
Pennsylvania
$240K
ACP
1074
Aviance Capital Partners
Florida
$240K -$1.36K -7 -0.6%
VPP
1075
Vertex Planning Partners
Illinois
$240K +$389 +2 +0.2%

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.