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Hershey
HSY

Overview Fund Activity

1,383 hedge funds and large institutions have $23.2B invested in Hershey in 2024 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 527 increasing their positions, 474 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,383
Holders Change
+11
Holders Change %
+0.8%
% of All Funds
20.01%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
128
Increased
527
Reduced
474
Closed
98
Calls
$509M
Puts
$475M
Net Calls
+$33.8M
Net Calls Change
+$127M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$902M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$187M
4
State Street
4
State Street
Massachusetts
$1.35B
5
Morgan Stanley
5
Morgan Stanley
New York
$524M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$38.5M
2
Truist Financial
2
Truist Financial
North Carolina
$79.9M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.35B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
1201
Mather Group
Illinois
$76.1K -$258K -1,346 -77%
FFA
1202
Fairfield Financial Advisors
Massachusetts
$74.1K -$76K -396 -51%
MHR
1203
Matthew Hamilton Rosenberg
$72.5K – – –
EA
1204
Evolution Advisers
Virginia
$72K +$189 +1 +0.3%
CH
1205
Cromwell Holdings
Wyoming
$66.4K – – –
CFO
1206
CVA Family Office
Colorado
$64.6K -$7.1K -37 -10%
ACM
1207
Aster Capital Management
United Arab Emirates
$64.6K +$64.6K +337 New
SL
1208
Salomon & Ludwin
Virginia
$63.9K +$12.1K +63 +23%
BFPW
1209
BOK Financial Private Wealth
Colorado
$63.2K – – –
Loomis, Sayles & Company
1210
Loomis, Sayles & Company
Massachusetts
$63K +$5.03K +26 +9%
SWM
1211
Sanctuary Wealth Management
Idaho
$62.9K +$62.9K +328 New
GG
1212
Gleason Group
Kentucky
$60.7K +$384 +2 +0.6%
FCM
1213
Fourpath Capital Management
Oklahoma
$60.4K +$60.4K +315 New
CWM
1214
Cranbrook Wealth Management
Michigan
$60.2K – – –
DAM
1215
Delta Asset Management
Tennessee
$59.5K – – –
CCG
1216
Ceeto Capital Group
Florida
$58K – – –
CT
1217
Clearstead Trust
Maine
$57.9K – – –
CFM
1218
Catalyst Funds Management
Australia
$57.5K -$1.25M -6,500 -96%
PGAM
1219
Princeton Global Asset Management
New Jersey
$57.5K -$11.1K -58 -16%
GA
1220
GoalVest Advisory
New York
$57.5K – – –
TPCW
1221
TD Private Client Wealth
New York
$56.4K +$959 +5 +2%
GWSG
1222
GPS Wealth Strategies Group
Colorado
$54.8K – – –
HIA
1223
Harbor Investment Advisory
Maryland
$52.9K -$1.34K -7 -2%
TIM
1224
Thompson Investment Management
Wisconsin
$52.7K – – –
MLA
1225
MB, Levis & Associates
Pennsylvania
$51.9K +$383 +2 +0.7%
47 48
49
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