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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
WSCM
1301
Wellington Shields Capital Management
New York
$19.2K
CSB
1302
City State Bank
Iowa
$19.2K +$19.4K +100 New
FMII
1303
Farmers & Merchants Investments Inc
Nebraska
$18.4K
PMFA
1304
Plante Moran Financial Advisors
Michigan
$18.2K
RFG
1305
REAP Financial Group
Texas
$15.6K -$583 -3 -4%
GKIM
1306
GW&K Investment Management
Massachusetts
$15K
PWMG
1307
Prestige Wealth Management Group
New Jersey
$15K
TCM
1308
Tradewinds Capital Management
Washington
$14.9K
VWM
1309
Venturi Wealth Management
Texas
$14.8K -$4.86K -25 -25%
NAAA
1310
New Age Alpha Advisors
New York
$14.6K +$14.8K +76 New
BWP
1311
Baldwin Wealth Partners
Massachusetts
$14.4K
KIG
1312
Kessler Investment Group
Indiana
$14.4K
VNA
1313
Valley National Advisers
Pennsylvania
$14K -$6.42K -33 -30%
CCA
1314
Criterion Capital Advisors
Tennessee
$14K
AA
1315
Addison Advisors
Vermont
$13.8K -$4.67K -24 -25%
EBA
1316
Eagle Bay Advisors
New York
$13.8K -$583 -3 -4%
CP
1317
Castleview Partners
Texas
$13.1K -$27.2K -140 -67%
VAMG
1318
Voisard Asset Management Group
Michigan
$12.3K +$11.1K +57 +814%
GSEP
1319
Golden State Equity Partners
California
$12.3K +$12.4K +64 New
TCA
1320
Trifecta Capital Advisors
Illinois
$12.1K
RS
1321
Rakuten Securities
Japan
$11.5K -$20.8K -107 -64%
ADL
1322
Asset Dedication LLC
California
$11.3K -$194 -1 -2%
CJ
1323
Caitlin John
Michigan
$11.1K +$11.7K +60 New
CAM
1324
Close Asset Management
United Kingdom
$11K
IA
1325
IFS Advisors
Kansas
$10.9K

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.