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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
BLC
1176
Brown, Lisle/Cummings
Rhode Island
$132K
DMBA
1177
Deseret Mutual Benefit Administrators
Utah
$127K -$4.67K -24 -4%
MCM
1178
Manchester Capital Management
Vermont
$126K -$778 -4 -0.6%
SIM
1179
Sentry Investment Management
Wisconsin
$125K
SIC
1180
Salem Investment Counselors
North Carolina
$124K
NIC
1181
Northwest Investment Counselors
Oregon
$121K +$123K +632 New
BC
1182
Blackhill Capital
New Jersey
$115K
FMTCOCP
1183
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K -$58.3K -300 -33%
SAM
1184
Smartleaf Asset Management
Massachusetts
$113K +$25.5K +131 +29%
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$106K -$5.25K -27 -5%
BONH
1186
Bank of New Hampshire
New Hampshire
$102K
TIM
1187
Tortoise Investment Management
New York
$101K -$4.47K -23 -4%
SIS
1188
Sound Income Strategies
Florida
$101K +$6.03K +31 +6%
LC
1189
Lindbrook Capital
California
$98.2K +$16.5K +85 +20%
HCM
1190
Hollencrest Capital Management
California
$96.8K
AA
1191
Alta Advisers
United Kingdom
$95.9K
PPA
1192
Painted Porch Advisors
California
$95.7K
ATC
1193
Adirondack Trust Company
New York
$95.3K
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.4K
HCP
1195
Hexagon Capital Partners
Arkansas
$90.9K -$5.44K -28 -6%
BBHC
1196
Brown Brothers Harriman & Co
New York
$89.9K -$34.6K -178 -28%
QC
1197
Quent Capital
New York
$88.2K +$61K +314 +215%
MA
1198
MCF Advisors
Kentucky
$86.7K
BAM
1199
Bellevue Asset Management
Washington
$86.3K
NMG
1200
New Millennium Group
Utah
$85.3K +$194 +1 +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.