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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
CCG
1226
Ceeto Capital Group
Florida
$58K
CT
1227
Clearstead Trust
Maine
$57.9K
CFM
1228
Catalyst Funds Management
Australia
$57.5K -$1.26M -6,500 -96%
PGAM
1229
Princeton Global Asset Management
New Jersey
$57.5K -$11.3K -58 -16%
GA
1230
GoalVest Advisory
New York
$57.5K
TPCW
1231
TD Private Client Wealth
New York
$56.4K +$972 +5 +2%
GWSG
1232
GPS Wealth Strategies Group
Colorado
$54.8K
HIA
1233
Harbor Investment Advisory
Maryland
$52.9K -$1.36K -7 -2%
TIM
1234
Thompson Investment Management
Wisconsin
$52.7K
MLA
1235
MB, Levis & Associates
Pennsylvania
$51.9K +$389 +2 +0.7%
GJIA
1236
Glass Jacobson Investment Advisors
Maryland
$51K
NSIM
1237
North Star Investment Management
Illinois
$49.1K
CA
1238
Claris Advisors
Missouri
$48.4K +$49K +252 New
AA
1239
AlphaMark Advisors
Kentucky
$48K
ATC
1240
Advantage Trust Company
Kansas
$47.9K -$156K -800 -76%
FFWM
1241
Future Financial Wealth Management
Ohio
$47.9K +$48.6K +250 New
AAG
1242
Armstrong Advisory Group
Massachusetts
$46K
PFG
1243
Peterson Financial Group
Iowa
$45.6K +$46.3K +238 New
SWM
1244
Sugarloaf Wealth Management
Georgia
$43.9K
CB
1245
CNB Bank
Pennsylvania
$43.2K
TH
1246
TCTC Holdings
Texas
$41.4K -$66.5K -342 -61%
SOW
1247
State of Wyoming
Wyoming
$41K +$41.6K +214 New
BIA
1248
Bell Investment Advisors
California
$39.9K
FFA
1249
Frazier Financial Advisors
Ohio
$39.5K
QL
1250
Quarry LP
New York
$39.3K -$18.5K -95 -32%

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.