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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
FHA
1201
First Horizon Advisors
Tennessee
$84.3K +$8.36K +43 +11%
BCV
1202
Banque Cantonale Vaudoise
Switzerland
$84K -$504K -2,594 -86%
PFSC
1203
Peoples Financial Services Corp
Pennsylvania
$82.3K
CCA
1204
Catalyst Capital Advisors
New York
$81.7K +$82.8K +426 New
FNWA
1205
Financial Network Wealth Advisors
Utah
$80.9K -$6.22K -32 -7%
FCA
1206
FinTrust Capital Advisors
South Carolina
$77.6K +$4.86K +25 +7%
RWM
1207
Ruedi Wealth Management
Illinois
$76.7K -$194 -1 -0.2%
ECM
1208
Estabrook Capital Management
New York
$76.7K
TLCM
1209
Twin Lakes Capital Management
California
$76.7K
RCM
1210
Raleigh Capital Management
North Carolina
$76.7K -$6.8K -35 -8%
MG
1211
Mather Group
Illinois
$76.1K -$262K -1,346 -77%
FFA
1212
Fairfield Financial Advisors
Massachusetts
$74.1K -$77K -396 -51%
MHR
1213
Matthew Hamilton Rosenberg
$72.5K
EA
1214
Evolution Advisers
Virginia
$72K +$194 +1 +0.3%
CH
1215
Cromwell Holdings
Wyoming
$66.4K
CFO
1216
CVA Family Office
Colorado
$64.6K -$7.19K -37 -10%
ACM
1217
Aster Capital Management
United Arab Emirates
$64.6K +$65.5K +337 New
SL
1218
Salomon & Ludwin
Virginia
$63.9K +$12.2K +63 +23%
BFPW
1219
BOK Financial Private Wealth
Colorado
$63.2K
Loomis, Sayles & Company
1220
Loomis, Sayles & Company
Massachusetts
$63K +$5.05K +26 +9%
SWM
1221
Sanctuary Wealth Management
Idaho
$62.9K +$63.8K +328 New
GG
1222
Gleason Group
Kentucky
$60.7K +$389 +2 +0.6%
FCM
1223
Fourpath Capital Management
Oklahoma
$60.4K +$61.2K +315 New
CWM
1224
Cranbrook Wealth Management
Michigan
$60.2K
DAM
1225
Delta Asset Management
Tennessee
$59.5K

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.