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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
LFA
1251
LGT Financial Advisors
Texas
$39.1K -$38.5K -198 -49%
CB
1252
Community Bank
New York
$38.4K
OSNBOA
1253
Old Second National Bank of Aurora
Illinois
$38.4K
TCG
1254
Transcendent Capital Group
Oklahoma
$38.4K
CWM
1255
Compass Wealth Management
Connecticut
$37.6K
WT
1256
Washington Trust
Rhode Island
$35.1K +$194 +1 +0.5%
CA
1257
Crewe Advisors
Utah
$34.5K
WI
1258
Wintrust Investments
Illinois
$34K -$322K -1,656 -90%
BHWM
1259
Beaird Harris Wealth Management
Texas
$32.6K -$23.5K -121 -42%
TFIPS
1260
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.6K
C
1261
Covestor
United Kingdom
$32K -$15.4K -79 -32%
DJSG
1262
D.J. St. Germain
Massachusetts
$31.1K
FA
1263
Financial Avengers
California
$30.1K +$194 +1 +0.6%
IIC
1264
Integrated Investment Consultants
Michigan
$29.4K +$2.16M +11,125 New
DF
1265
Dunhill Financial
United Kingdom
$29.1K +$3.11K +16 +12%
MMG
1266
Monetary Management Group
Missouri
$28.8K -$58.3K -300 -67%
FPFS
1267
First Personal Financial Services
North Carolina
$28.8K
ITIM
1268
Indiana Trust & Investment Management
Indiana
$28.8K
NPP
1269
New Potomac Partners
Maryland
$28.8K +$29.2K +150 New
CWP
1270
Concord Wealth Partners
Virginia
$27K -$9.72K -50 -26%
BSB
1271
Bangor Savings Bank
Maine
$26.5K
PP
1272
PFS Partners
New Jersey
$25K
HWM
1273
Hemington Wealth Management
Virginia
$25K +$28K +144 New
ATS
1274
Ashton Thomas Securities
New York
$24.5K +$24.9K +128 New
RA
1275
Rise Advisors
New York
$24.5K +$194 +1 +0.8%

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.