13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000908551
Total reported value
$9.8B
$9.8B
2 檔
110.7%
In Q3 2024, Hershey Trust Co's U.S. equity holdings reached a combined market value of $9.8B, distributed across 2 disclosed stock positions.
In Q3 2024, Hershey Trust Co adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HSYFB, HSY) accounted for 110.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HSYFB | Hershey Co/the-class B | Stock-Other | 96.35% | — | — | |
| 2 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.65% | -1.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HSYFB | Hershey Co/the-class B | — | — | Unchanged |
| 2 | HSY | Hershey Co/the | — | — | Unchanged |
| 3 | 8QR | Confluent Inc-class A | 0% | EXIT | Sold out |
According to official SEC Form 13F filings, Hershey Trust Co reported a total U.S. public equity portfolio value of $9.8B across 2 disclosed positions in Q3 2024.
During Q3 2024, Hershey Trust Co's top holdings by market value included HSYFB (96.3%)、HSY (3.6%). The largest single position, HSYFB, represented 96.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
8QR
前期市值: $812.5K
In Q3 2024, Hershey Trust Co made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.