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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.72B -$585K -3,009 -0%
BlackRock
2
BlackRock
New York
$2.35B -$109M -559,864 -4%
Capital International Investors
3
Capital International Investors
California
$1.82B +$1.71B +8,780,046 +1,256%
State Street
4
State Street
Massachusetts
$1.35B +$75.2M +386,670 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$902M +$152M +781,993 +20%
Charles Schwab
6
Charles Schwab
California
$841M +$21.3M +109,336 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$718M +$6.94M +35,688 +1%
Morgan Stanley
8
Morgan Stanley
New York
$524M +$63.7M +327,735 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$426M -$12.7M -65,149 -3%
HTC
10
Hershey Trust Company
Pennsylvania
$396M
Bank of America
11
Bank of America
North Carolina
$373M -$17.9M -92,249 -5%
Norges Bank
12
Norges Bank
Norway
$334M -$430K -2,212 -0.1%
Northern Trust
13
Northern Trust
Illinois
$273M -$16.9M -86,950 -6%
Macquarie Group
14
Macquarie Group
Australia
$246M -$33.1M -170,519 -12%
Invesco
15
Invesco
Georgia
$229M -$44.7M -230,028 -16%
UBS AM
16
UBS AM
Illinois
$225M -$19.1M -98,484 -8%
Legal & General Group
17
Legal & General Group
United Kingdom
$221M -$13.7M -70,483 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$216M -$7.43M -38,234 -3%
Amundi
19
Amundi
France
$190M -$36.8M -189,300 -16%
Principal Financial Group
20
Principal Financial Group
Iowa
$187M +$75.7M +389,404 +67%
Stifel Financial
21
Stifel Financial
Missouri
$185M +$5.74M +29,507 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$170M +$19.7M +101,552 +13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$168M +$18M +92,782 +12%
SCM
24
Sterling Capital Management
North Carolina
$168M +$170M +874,768 New
CIM
25
Confluence Investment Management
Missouri
$136M -$1.31M -6,756 -0.9%

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.