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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
BAM
151
Berkshire Asset Management
Pennsylvania
$13.2M
VV
152
Verity & Verity
South Carolina
$13.1M +$2.97M +15,283 +29%
BIM
153
Bridges Investment Management
Nebraska
$13.1M +$77K +396 +0.6%
CNAM
154
Campbell Newman Asset Management
Wisconsin
$13.1M -$26.8K -138 -0.2%
MNA
155
Manning & Napier Advisors
New York
$13.1M -$314K -1,617 -2%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$13M -$741K -3,812 -5%
Nomura Asset Management
157
Nomura Asset Management
Japan
$12.9M -$300K -1,545 -2%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$12.9M -$3.85M -19,780 -23%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$12.9M -$29.4K -151 -0.2%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$12.6M -$620K -3,187 -5%
MC
161
Miramar Capital
Illinois
$12.5M +$1.21M +6,225 +11%
JA
162
JLB & Associates
Michigan
$12.4M +$4.39M +22,562 +54%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.2M +$1.47M +7,580 +13%
CA
164
CapWealth Advisors
Tennessee
$12.2M +$116K +598 +1%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$11.5M +$1.17M +6,038 +11%
OC
166
Oppenheimer & Co
New York
$11.5M -$690K -3,552 -6%
UIM
167
USS Investment Management
United Kingdom
$11.3M +$42.4K +218 +0.4%
LCM
168
LVM Capital Management
Michigan
$11.2M
RCYC
169
Richard C. Young & Co
Rhode Island
$11M -$255K -1,310 -2%
MSV
170
MN Services Vermogensbeheer
Netherlands
$11M -$272K -1,400 -2%
RAM
171
Resona Asset Management
Japan
$11M -$205K -1,056 -2%
Aberdeen Group
172
Aberdeen Group
United Kingdom
$10.8M -$505K -2,596 -4%
GVAG
173
Great Valley Advisor Group
Delaware
$10.7M +$3.6M +18,515 +50%
FFB
174
First Financial Bankshares
Texas
$10.6M +$10.8M +55,519 New
Creative Planning
175
Creative Planning
Kansas
$10.6M -$1.51M -7,776 -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.