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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
RZH
1076
Relyea Zuckerberg Hanson
Connecticut
$239K -$57.7K -297 -19%
P
1077
Pitcairn
Pennsylvania
$239K -$57.9K -298 -19%
CAL
1078
Capital Analysts LLC
Pennsylvania
$239K +$90.8K +467 +60%
SFS
1079
Strategic Financial Services
New York
$239K
WC
1080
Waterloo Capital
Texas
$238K +$1.75K +9 +0.7%
MPWT
1081
MassMutual Private Wealth & Trust
Connecticut
$238K -$22.9K -118 -9%
SS
1082
Sunbelt Securities
Texas
$238K +$49.4K +254 +26%
DWM
1083
Drive Wealth Management
Utah
$236K -$13.2K -68 -5%
HKIMG
1084
Hutchens & Kramer Investment Management Group
Indiana
$236K +$239K +1,229 New
SWM
1085
Spire Wealth Management
Virginia
$236K -$1.75K -9 -0.7%
DBRC
1086
D.B. Root & Company
Pennsylvania
$235K -$24.1K -124 -9%
AFG
1087
Atomi Financial Group
New York
$235K +$238K +1,223 New
GCP
1088
Gill Capital Partners
Colorado
$235K +$1.55K +8 +0.7%
TWM
1089
Thrive Wealth Management
Pennsylvania
$234K -$583 -3 -0.2%
IP
1090
Ignite Planners
California
$234K +$3.31K +17 +1%
IFG
1091
Independent Financial Group
California
$233K -$287K -1,474 -55%
MIM
1092
Moseley Investment Management
Florida
$232K -$68K -350 -22%
APG
1093
Abacus Planning Group
South Carolina
$228K +$7.19K +37 +3%
SB
1094
Strategic Blueprint
Georgia
$227K +$230K +1,182 New
KFGK
1095
Keystone Financial Group (Kentucky)
Kentucky
$226K +$229K +1,180 New
LSA
1096
Leonteq Securities AG
Switzerland
$226K -$963K -4,956 -81%
SAF
1097
Smith Anglin Financial
Texas
$226K +$389 +2 +0.2%
AC
1098
Avestar Capital
New York
$225K +$13K +67 +6%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$225K +$228K +1,172 New
Members Trust
1100
Members Trust
Florida
$225K -$66.5K -342 -23%

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.