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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
PS
1326
Planned Solutions
California
$9.97K +$10.1K +52 New
BFA
1327
BBJS Financial Advisors
Washington
$9.71K +$194 +1 +2%
HC
1328
Hoese & Co
Minnesota
$9.59K
PSB
1329
Piscataqua Savings Bank
New Hampshire
$9.59K
RI
1330
Ridgewood Investments
New Jersey
$9.59K
GBT
1331
Grove Bank & Trust
Florida
$9.59K +$6.42K +33 +194%
CT
1332
Coastline Trust
Rhode Island
$9.59K +$9.72K +50 New
OP
1333
ORG Partners
Indiana
$9.39K -$4.67K -24 -33%
HWP
1334
Highline Wealth Partners
California
$8.63K +$8.75K +45 New
KA
1335
Kozak & Associates
Colorado
$8.32K
BC
1336
Barrett & Company
Rhode Island
$7.67K
ME
1337
McIlrath & Eck
Washington
$7.67K
APC
1338
Aspire Private Capital
North Carolina
$7.3K +$1.94K +10 +36%
MAM
1339
Meeder Asset Management
Ohio
$7.29K +$389 +2 +6%
AGWCA
1340
Annis Gardner Whiting Capital Advisors
Florida
$6.91K
PWMG
1341
Private Wealth Management Group
New Jersey
$6.91K
ACA
1342
American Capital Advisory
Idaho
$6.71K
KSB
1343
Kennebec Savings Bank
Maine
$6.71K +$6.8K +35 New
GC
1344
Globeflex Capital
California
$6.52K
BCMLT
1345
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.33K +$1.75K +9 +38%
RTL
1346
Red Tortoise LLC
Georgia
$6.14K
SC
1347
Stephens Consulting
Michigan
$5.75K
SWA
1348
SOA Wealth Advisors
New York
$5.64K
MBFW
1349
Morton Brown Family Wealth
Pennsylvania
$5.18K
CA
1350
Continuum Advisory
Idaho
$5.05K +$583 +3 +12%

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.