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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
CWA
1101
Clearview Wealth Advisors
Oregon
$225K -$2.53K -13 -1%
FCP
1102
Fidelis Capital Partners
Florida
$225K +$44.9K +231 +23%
HVIA
1103
Hudson Valley Investment Advisors
New York
$223K
OAS
1104
Optivise Advisory Services
Tennessee
$223K -$9.14K -47 -4%
NCM
1105
Novare Capital Management
North Carolina
$222K
AIM
1106
Anchor Investment Management
South Carolina
$222K +$104K +537 +87%
CCA
1107
Checchi Capital Advisers
California
$221K -$389 -2 -0.2%
CW
1108
CIC Wealth
Maryland
$221K
TP
1109
Tranquility Partners
Tennessee
$220K +$223K +1,149 New
KIA
1110
KCM Investment Advisors
California
$220K
CWP
1111
CFM Wealth Partners
Texas
$220K
ML
1112
McAdam LLC
Pennsylvania
$220K +$7.19K +37 +3%
TWM
1113
TCFG Wealth Management
California
$220K +$223K +1,146 New
CFS
1114
Commonwealth Financial Services
West Virginia
$220K -$13.6K -70 -6%
MAWA
1115
Moss Adams Wealth Advisors
Washington
$218K +$1.36K +7 +0.6%
MJRIC
1116
Mogy Joel R Investment Counsel
California
$217K -$38.9K -200 -15%
FDCP
1117
Foster Dykema Cabot & Partners
Massachusetts
$217K
ST
1118
Sabal Trust
Florida
$216K +$219K +1,128 New
WAL
1119
W Advisors LLC
Tennessee
$215K +$389 +2 +0.2%
FFG
1120
Fiduciary Financial Group
California
$215K +$15K +77 +7%
AWA
1121
Arkadios Wealth Advisors
Georgia
$215K -$41K -211 -16%
BTWM
1122
Baker Tilly Wealth Management
Wisconsin
$212K -$4.67K -24 -2%
RCAG
1123
Rehmann Capital Advisory Group
Michigan
$212K -$778 -4 -0.4%
FAFN
1124
First Affirmative Financial Network
Colorado
$212K +$215K +1,106 New
GTAM
1125
Global Trust Asset Management
Florida
$211K -$82.6K -425 -28%

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.