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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
TL
1451
Tradewinds LLC
North Carolina
-$354K -1,925 Closed
FRA
1452
Front Row Advisors
California
-$340K -1,850 Closed
SP
1453
Symmetry Partners
Connecticut
-$332K -1,806 Closed
ACM
1454
Altrius Capital Management
North Carolina
-$317K -1,726 Closed
SW
1455
SVB Wealth
Massachusetts
-$316K -1,719 Closed
CWS
1456
Confluence Wealth Services
Pennsylvania
-$295K -1,605 Closed
KCM
1457
Kathmere Capital Management
Pennsylvania
-$292K -1,588 Closed
LAM
1458
LifePro Asset Management
California
-$276K -1,501 Closed
VC
1459
Vicus Capital
Pennsylvania
-$248K -1,350 Closed
NWM
1460
Northcape Wealth Management
New York
-$244K -1,328 Closed
RWA
1461
Rooted Wealth Advisors
Illinois
-$246K -1,274 Closed
TF
1462
Trek Financial
Arizona
-$225K -1,223 Closed
GWANC
1463
Guardian Wealth Advisors (North Carolina)
North Carolina
-$220K -1,197 Closed
RIA
1464
Realta Investment Advisors
Delaware
-$220K -1,196 Closed
MAM
1465
Martingale Asset Management
Massachusetts
-$219K -1,189 Closed
MS
1466
Madden Securities
Texas
-$216K -1,176 Closed
TPI
1467
Trust Point Inc
Wisconsin
-$204K -1,111 Closed
SAM
1468
Secure Asset Management
Michigan
-$204K -1,108 Closed
CPC
1469
Congress Park Capital
New York
-$202K -1,100 Closed
HCM
1470
Hodges Capital Management
Texas
-$202K -1,100 Closed
EWM
1471
Empirical Wealth Management
Washington
-$200K -1,088 Closed
TVWM
1472
Tower View Wealth Management
Wisconsin
-$192K -1,043 Closed
FFA
1473
First Foundation Advisors
California
-$157K -855 Closed
BL
1474
BFSG LLC
California
-$101K -550 Closed
TFF
1475
The Family Firm
Maryland
-$82K -446 Closed

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.