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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
WIA
1476
Wetzel Investment Advisors
Indiana
-$83.6K -430 Closed
CB
1477
Chris Bulman
California
-$74.6K -406 Closed
KFS
1478
Kelly Financial Services
Massachusetts
-$50.5K -275 Closed
CFFP
1479
Center for Financial Planning
Michigan
-$48.5K -264 Closed
GI
1480
Gradient Investments
Minnesota
-$46.2K -251 Closed
OWA
1481
Opal Wealth Advisors
New York
-$19.7K -107 Closed
VCM
1482
Versant Capital Management
Arizona
-$16.7K -91 Closed
RWMG
1483
Redwood Wealth Management Group
New Jersey
-$9.88K -54 Closed
CC
1484
Cypress Capital
Tennessee
-$8.92K -49 Closed
LIA
1485
Lynx Investment Advisory
District of Columbia
-$4.86K -26 Closed
PCMC
1486
Planning Capital Management Corporation
Pennsylvania
-$4.6K -25 Closed
HGERS
1487
Householder Group Estate & Retirement Specialist
Arizona
-$3.89K -20 -87%
TWP
1488
Triad Wealth Partners
Kansas
-$2.76K -15 Closed
CHA
1489
Carmichael Hill & Associates
Maryland
-$1.29K -7 Closed
FW
1490
Fairway Wealth
Ohio
-$1.29K -7 Closed
UWS
1491
Unique Wealth Strategies
Illinois
-$1.17K -6 Closed
FMP
1492
Financial Management Professionals
Texas
-$389 -2 -50%
LFA
1493
Legend Financial Advisors
Pennsylvania
-$368 -2 Closed
VWA
1494
Valued Wealth Advisors
Utah
-$184 -1 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.