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Hershey

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
MFG
1351
Mendota Financial Group
Wisconsin
$4.79K -$69.4K -357 -93%
FIM
1352
FWL Investment Management
Texas
$4.79K -$37.9K -195 -89%
ETS
1353
ESL Trust Services
New York
$4.41K
NRG
1354
Nemes Rush Group
Michigan
$4.28K
AW
1355
Avion Wealth
Texas
$4K -$778 -4 -15%
AWM
1356
Abound Wealth Management
Tennessee
$3.84K
CMP
1357
Coston McIsaac & Partners
Maine
$3.78K +$113K +582 +3%
KC
1358
Knuff & Co
California
$3.64K +$3.69K +19 New
HWM
1359
HighMark Wealth Management
Minnesota
$3.45K
MFT
1360
Moisand Fitzgerald Tamayo
Florida
$3.26K -$194 -1 -6%
CIA
1361
Cape Investment Advisory
Georgia
$3.08K
KLWA
1362
Kelly Lawrence W & Associates
California
$3.07K
PCM
1363
Penserra Capital Management
California
$3K
IAIM
1364
International Assets Investment Management
Florida
$2.99K +$111M +571,766 +30,462%
GWMI
1365
Guardian Wealth Management (Illinois)
Illinois
$2.88K
LIS
1366
Legacy Investment Solutions
Idaho
$2.77K +$2.92K +15 New
LWMI
1367
Legacy Wealth Management (Idaho)
Idaho
$2.77K +$2.92K +15 New
AP
1368
Aspect Partners
Virginia
$2.69K
LG
1369
LAM Group
Oregon
$2.49K
SIC
1370
SJS Investment Consulting
Ohio
$2.3K +$389 +2 +20%
DPW
1371
DiNuzzo Private Wealth
Pennsylvania
$2.11K +$389 +2 +22%
SC
1372
Swan Capital
Florida
$1.96K +$1.94K +10 New
CUAMC
1373
China Universal Asset Management Company
China
$1.92K
GEA
1374
Glen Eagle Advisors
New Jersey
$1.92K
PWA
1375
Provenance Wealth Advisors
Florida
$1.92K +$1.94K +10 New

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.