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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
PB
1276
Pinnacle Bancorp
Nebraska
$24K
IAS
1277
IMA Advisory Services
Colorado
$24K +$24.3K +125 New
PIS
1278
POM Investment Strategies
North Carolina
$23K +$23.3K +120 New
NECFA
1279
New England Capital Financial Advisors
Connecticut
$22.7K
CPA
1280
Capital Performance Advisors
California
$22.3K +$22.6K +116 New
LI
1281
LRI Investments
Florida
$22.1K +$19.2K +99 +413%
GIA
1282
GHP Investment Advisors
Colorado
$21.9K -$7.97K -41 -26%
PCWA
1283
Pacific Capital Wealth Advisors
California
$21.5K
FFO
1284
Fortitude Family Office
Arizona
$21.5K +$21.8K +112 New
BFS
1285
Burkett Financial Services
South Carolina
$21.2K +$194 +1 +0.9%
RWM
1286
Reston Wealth Management
Virginia
$21.1K +$21.4K +110 New
CAL
1287
Capital Advisors Ltd
Ohio
$21K -$6.22K -32 -23%
CAS
1288
Coppell Advisory Solutions
Texas
$20.9K
WBC
1289
West Branch Capital
Massachusetts
$20.7K
1IA
1290
1620 Investment Advisors
Massachusetts
$19.9K
IRC
1291
Investors Research Corp
Georgia
$19.9K
SHIM
1292
Stone House Investment Management
Pennsylvania
$19.9K +$4.86K +25 +32%
LFG
1293
Larson Financial Group
Missouri
$19.9K +$13.2K +68 +189%
LFA
1294
Livelsberger Financial Advisory
Ohio
$19.7K +$20K +103 New
EFP
1295
EnRich Financial Partners
Wisconsin
$19.4K
CIAS
1296
CBIZ Investment Advisory Services
Ohio
$19.2K
FFL
1297
Financial Freedom LLC
Ohio
$19.2K
PP
1298
Pacifica Partners
Canada
$19.2K
RAM
1299
Riggs Asset Management
Pennsylvania
$19.2K
SN
1300
Sittner & Nelson
Oregon
$19.2K

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.