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Hershey

1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
151
Johnson Investment Counsel
Ohio
$11.7M -$34.8M -194,068 -74%
Nomura Asset Management
152
Nomura Asset Management
Japan
$11.6M +$143K +796 +1%
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$11.5M +$127K +710 +1%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$11.1M -$464K -2,587 -4%
BIM
155
Bridges Investment Management
Nebraska
$11.1M -$557K -3,105 -5%
SEI Investments
156
SEI Investments
Pennsylvania
$11.1M -$1.18M -6,553 -9%
SJIC
157
St. James Investment Company
Texas
$11M +$11.6M +64,948 New
CA
158
CapWealth Advisors
Tennessee
$10.9M +$167K +929 +1%
MNA
159
Manning & Napier Advisors
New York
$10.8M -$758K -4,228 -6%
JA
160
JLB & Associates
Michigan
$10.7M -$321K -1,790 -3%
BAM
161
Berkshire Asset Management
Pennsylvania
$10.6M -$227K -1,264 -2%
VV
162
Verity & Verity
South Carolina
$10.4M -$1.26M -7,013 -10%
RMDI
163
R.M. Davis Inc
Maine
$10.4M -$13.5M -75,423 -55%
FAF
164
Fjarde Ap-fonden
Sweden
$10.3M -$1.85M -10,300 -14%
KWM
165
Kingsview Wealth Management
Oregon
$10.2M +$9.37M +52,256 +641%
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
$9.98M -$4.04M -22,556 -28%
OC
167
Oppenheimer & Co
New York
$9.98M -$171K -952 -2%
MSV
168
MN Services Vermogensbeheer
Netherlands
$9.9M +$179K +1,000 +2%
CWM
169
CIBC World Markets
New York
$9.82M +$1.37M +7,654 +15%
Axa
170
Axa
France
$9.67M +$1.53M +8,537 +18%
MIF
171
Mediolanum International Funds
Ireland
$9.62M +$9.1M +50,724 +788%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$9.57M -$6.46M -36,029 -39%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$9.55M -$1.99M -11,101 -16%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$9.54M +$911K +5,079 +10%
UIM
175
USS Investment Management
United Kingdom
$9.49M -$481K -2,683 -5%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.