We are live on ! Find out more

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
MCM
201
McRae Capital Management
New Jersey
$7.17M +$1.03M +5,720 +16%
Parallax Volatility Advisers
202
Parallax Volatility Advisers
California
$7.13M +$4.05M +22,579 +116%
SIA
203
Soltis Investment Advisors
Utah
$7.12M -$414K -2,311 -5%
EWA
204
Exencial Wealth Advisors
Oklahoma
$7.12M -$360K -2,008 -5%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$7.11M -$207K -1,157 -3%
EWM
206
Executive Wealth Management
Michigan
$7.07M +$258K +1,437 +4%
SOMRS
207
State of Michigan Retirement System
Michigan
$7.05M -$126K -700 -2%
ASRS
208
Arizona State Retirement System
Arizona
$7.03M -$148K -823 -2%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$6.96M -$2.17M -12,116 -23%
BFIM
210
Beese Fulmer Investment Management
Ohio
$6.85M -$247K -1,376 -3%
Credit Agricole
211
Credit Agricole
France
$6.81M +$6.26M +34,890 +653%
Connor, Clark & Lunn Investment Management (CC&L)
212
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.81M +$5.48M +30,570 +317%
MIM
213
MetLife Investment Management
New Jersey
$6.77M +$121K +672 +2%
M
214
MOTCO
Texas
$6.72M -$252K -1,406 -3%
Korea Investment Corp
215
Korea Investment Corp
South Korea
$6.69M -$21.7M -120,838 -75%
William Blair & Company
216
William Blair & Company
Illinois
$6.67M +$424K +2,365 +6%
FC
217
Fulcrum Capital
Washington
$6.66M +$190K +1,058 +3%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$6.65M +$6M +33,455 +576%
TC
219
TownSquare Capital
Utah
$6.62M +$334K +1,863 +5%
VPI
220
Value Partners Investments
Manitoba, Canada
$6.49M -$135K -754 -2%
Corient Private Wealth
221
Corient Private Wealth
Florida
$6.47M -$948K -5,284 -12%
RB
222
Rodgers Brothers
Pennsylvania
$6.43M +$1.57M +8,779 +30%
MFG
223
Monte Financial Group
Connecticut
$6.43M +$1.02M +5,671 +18%
EF
224
Empowered Funds
Pennsylvania
$6.26M +$1.98M +11,053 +43%
DnB Asset Management
225
DnB Asset Management
Norway
$6.23M +$640K +3,570 +11%

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.