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HSY · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HSY
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterHSYPM
Q3 202018 holders, $1.6bn25 holders, $19.7bn
Q4 202016 holders, $1.8bn25 holders, $21.5bn
Q1 202117 holders, $1.7bn27 holders, $22.1bn
Q2 202115 holders, $1.9bn20 holders, $23.2bn
Q3 202116 holders, $1.9bn25 holders, $22.8bn
Q4 202118 holders, $2.2bn26 holders, $22.3bn
Q1 202220 holders, $2.4bn29 holders, $23.2bn
Q2 202220 holders, $2.8bn28 holders, $25.8bn
Q3 202223 holders, $3.0bn33 holders, $22.2bn
Q4 202219 holders, $2.8bn26 holders, $27.0bn
Q1 202326 holders, $3.4bn36 holders, $27.6bn
Q2 202326 holders, $3.3bn29 holders, $28.9bn
Q3 202320 holders, $2.4bn32 holders, $28.5bn
Q4 202322 holders, $2.0bn34 holders, $28.8bn
Q1 202414 holders, $1.5bn36 holders, $28.4bn
Q2 202412 holders, $1.0bn31 holders, $31.4bn
Q3 20248 holders, $269m39 holders, $38.2bn
Q4 202413 holders, $555m40 holders, $36.6bn
Q1 20259 holders, $424m44 holders, $49.1bn
Q2 202512 holders, $1.1bn44 holders, $54.3bn
Q3 202512 holders, $1.5bn36 holders, $49.3bn
Q4 202515 holders, $1.2bn26 holders, $50.5bn
Q1 202617 holders, $3.0bn25 holders, $57.3bn
Q2 202610 holders, $1.6bn27 holders, $63.8bn
HSY

Hershey Co

Holders
22
Reported value
$2.0bn
Buyers
15
Sellers
8

Breadth +7 among 93 comparable managers.

PM

Philip Morris Intl Inc

Holders
34
Reported value
$28.8bn
Buyers
16
Sellers
17

Breadth -1 among 93 comparable managers.

Who holds both, Q4 2023

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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