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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
AWMG
1126
Alliance Wealth Management Group
New Jersey
$211K
TCM
1127
Towercrest Capital Management
Pennsylvania
$211K
CCM
1128
Chiron Capital Management
Florida
$211K +$214K +1,100 New
SC
1129
Sapient Capital
Indiana
$211K -$156K -804 -42%
AIA
1130
Alera Investment Advisors
Illinois
$209K +$212K +1,092 New
SIG
1131
Sky Investment Group
Connecticut
$209K +$212K +1,090 New
LBWM
1132
Left Brain Wealth Management
Illinois
$208K -$32.5K -167 -13%
MKA
1133
M. Kulyk & Associates
Georgia
$208K +$211K +1,085 New
AI
1134
Atom Investors
Texas
$208K +$211K +1,085 New
OBWG
1135
Onyx Bridge Wealth Group
New York
$208K +$211K +1,084 New
IEFM
1136
IQ EQ Fund Management
Ireland
$208K -$6.61K -34 -3%
SWA
1137
Stratos Wealth Advisors
Ohio
$206K +$209K +1,076 New
BAM
1138
BTS Asset Management
Massachusetts
$205K +$208K +1,070 New
HIP
1139
HUB Investment Partners
Texas
$205K +$208K +1,070 New
KA
1140
KLCM Advisors
Wisconsin
$205K +$207K +1,067 New
AOWM
1141
Alpha Omega Wealth Management
Virginia
$204K -$36.5K -188 -15%
CPIG
1142
Chicago Partners Investment Group
Illinois
$204K -$18.7K -96 -8%
MAG
1143
M3 Advisory Group
Massachusetts
$202K +$205K +1,054 New
NAM
1144
NTV Asset Management
West Virginia
$202K -$12.4K -64 -6%
QPWM
1145
Quadrant Private Wealth Management
Pennsylvania
$202K +$205K +1,053 New
IA
1146
IAM Advisory
Pennsylvania
$201K +$204K +1,050 New
PFA
1147
Pathway Financial Advisers
Indiana
$199K +$64.7K +333 +47%
BTI
1148
Blue Trust Inc
Georgia
$196K +$49.6K +255 +31%
CYG
1149
Clean Yield Group
Vermont
$193K +$1.17K +6 +0.6%
RA
1150
Ransom Advisory
Rhode Island
$186K

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.