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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
CFD
1151
Creative Financial Designs
Indiana
$186K -$63.2K -325 -25%
TFA
1152
Transamerica Financial Advisors
Florida
$184K +$89.2K +459 +92%
BIG
1153
Brooklyn Investment Group
New York
$181K -$29.2K -150 -14%
BGAI
1154
Bruce G. Allen Investments
Colorado
$180K +$1.75K +9 +1%
LWA
1155
Lowe Wealth Advisors
Maryland
$179K
HDIM
1156
Hanson & Doremus Investment Management
Vermont
$176K
FDP
1157
Financiere des Professionnels
Quebec, Canada
$173K +$175K +900 New
HBT
1158
Hills Bank & Trust
Iowa
$171K -$3.5K -18 -2%
CC
1159
Centiva Capital
New York
$169K +$66.5K +342 +63%
SWS
1160
SYSTM Wealth Solutions
Illinois
$168K -$6.31M -32,444 -97%
HFS
1161
Hantz Financial Services
Michigan
$168K +$583 +3 +0.3%
MCM
1162
MV Capital Management
Maryland
$167K -$583 -3 -0.3%
CF
1163
Centaurus Financial
California
$166K -$5.83K -30 -3%
CHC
1164
City Holding Co
West Virginia
$163K +$49.2K +253 +42%
HT
1165
Headlands Technologies
Illinois
$162K -$220K -1,132 -57%
IBOK
1166
Independence Bank of Kentucky
Kentucky
$161K -$9.72K -50 -6%
RIL
1167
Rothschild Investment LLC
Illinois
$161K -$56.2K -289 -26%
JFA
1168
JNBA Financial Advisors
Minnesota
$160K
PCFFS
1169
Pacific Center for Financial Services
California
$143K
JWA
1170
JFS Wealth Advisors
Pennsylvania
$142K +$778 +4 +0.5%
WOSD
1171
WFA of San Diego
California
$141K
FGA
1172
Fortis Group Advisors
New Jersey
$140K
CBT
1173
CoreFirst Bank & Trust
Kansas
$133K +$135K +694 New
SGC
1174
Slocum, Gordon & Co
Rhode Island
$133K
ECM
1175
Elgethun Capital Management
South Dakota
$132K +$972 +5 +0.7%

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.