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Hershey

1,227 hedge funds and large institutions have $25.1B invested in Hershey in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 440 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

40% more call options, than puts

Call options by funds: $273M | Put options by funds: $195M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 385

1% more funds holding

Funds holding: 1,2101,227 (+17)

1.27% more ownership

Funds ownership: 76.49%77.75% (+1.3%)

5% more capital invested

Capital invested by funds: $24B → $25.1B (+$1.13B)

Holders
1,227
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
21.14%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
106
Increased
440
Reduced
385
Closed
69
Calls
$273M
Puts
$195M
Net Calls
+$78.3M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Barometer Capital Management
Ontario, Canada
$7.33M -$117K -520 -2%
BCM
227
Birmingham Capital Management
Alabama
$7.32M -$203K -906 -3%
MIP
228
Marietta Investment Partners
Wisconsin
$7.31M +$535K +2,389 +8%
William Blair & Company
229
William Blair & Company
Illinois
$7.28M +$495K +2,209 +7%
CBT
230
Central Bank & Trust
Kentucky
$7.19M +$74K +330 +1%
SFG
231
SevenBridge Financial Group
Pennsylvania
$7.06M -$60.7K -271 -0.8%
AFWM
232
AMJ Financial Wealth Management
Virginia
$7.01M +$61K +272 +0.9%
FIM
233
Fruth Investment Management
Texas
$6.95M -$14.6K -65 -0.2%
WIC
234
Wilkins Investment Counsel
Massachusetts
$6.8M -$300K -1,340 -4%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$6.8M +$1.48M +6,615 +27%
AIM
236
Artemis Investment Management
United Kingdom
$6.66M +$1.48M +6,615 +28%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$6.61M +$6.72M +29,993 New
FC
238
Fulcrum Capital
Washington
$6.49M -$90.3K -403 -1%
HF
239
HRT Financial
New York
$6.45M +$2.12M +9,461 +48%
EAM
240
Erste Asset Management
Austria
$6.42M -$577K -2,576 -8%
MCM
241
McKinley Capital Management
Alaska
$6.35M -$28.5K -127 -0.4%
HIMC
242
Heritage Investors Management Corp
Maryland
$6.34M -$759K -3,387 -11%
PAM
243
Panagora Asset Management
Massachusetts
$6.3M -$18.2M -81,166 -74%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$6.28M +$1.81M +8,078 +40%
Hudson Bay Capital Management
245
Hudson Bay Capital Management
Connecticut
$6.21M +$4.5M +20,076 +247%
JF
246
Jump Financial
Illinois
$5.98M +$2.14M +9,541 +54%
SHGA
247
Sand Hill Global Advisors
California
$5.98M -$191K -853 -3%
N
248
Natixis
France
$5.94M -$1.76M -7,875 -23%
X
249
Xponance
Pennsylvania
$5.93M +$501K +2,235 +9%
BFA
250
Benedict Financial Advisors
Georgia
$5.84M -$40.1K -179 -0.7%

HSY Hedge Fund Activity: Q3 2022 in Review

1,227 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2022, worth a combined $25.1B — up 4.7% from $24B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HSY positions and 69 closed out — a net gain of 37 holders — while 440 added to existing stakes and 385 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $285M. The largest seller was Ameriprise, cutting an estimated $308M.

  • 1,227 institutional investors held Hershey (HSY) as of Q3 2022, up from 1,210 in Q2 2022.
  • Funds reported $25.1B of Hershey stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 106 funds opened new Hershey positions in Q3 2022 and 69 closed out, a net change of +37 holders.
  • The largest Hershey buyer in Q3 2022 was Janus Henderson Group, an estimated $285M added.
  • The largest Hershey seller in Q3 2022 was Ameriprise, an estimated $308M sold.

Based on aggregated 13F filings for Q3 2022.