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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
CAN
276
Cetera Advisor Networks
California
$4.88M +$280K +1,251 +6%
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$4.85M +$1,000K +4,461 +25%
WG
278
Winton Group
United Kingdom
$4.81M +$1.39M +6,200 +40%
FT
279
Fiduciary Trust
Massachusetts
$4.81M +$2.46K +11 +0.1%
TPM
280
Triasima Portfolio Management
Quebec, Canada
$4.8M +$103K +460 +2%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.74M +$50.9K +227 +1%
Vontobel Holding
282
Vontobel Holding
Switzerland
$4.72M +$275K +1,228 +6%
KOCAA
283
Knights of Columbus Asset Advisors
Connecticut
$4.69M +$4.77M +21,289 New
EFI
284
EHP Funds Inc
Canada
$4.65M +$157K +700 +3%
TPSF
285
Texas Permanent School Fund
Texas
$4.58M +$336K +1,498 +8%
CF
286
Concorde Financial
Texas
$4.57M +$4.65M +20,742 New
DIP
287
DT Investment Partners
Pennsylvania
$4.57M +$15.7K +70 +0.3%
MOACM
288
Mutual of America Capital Management
New York
$4.49M +$92.8K +414 +2%
VanEck Associates
289
VanEck Associates
New York
$4.46M +$262K +1,171 +6%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$4.46M +$1.17M +5,216 +35%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$4.45M +$170K +760 +4%
BRCM
292
Bright Rock Capital Management
Massachusetts
$4.41M
MYAM
293
Meiji Yasuda Asset Management
Japan
$4.41M +$399K +1,782 +10%
Capital Fund Management (CFM)
294
Capital Fund Management (CFM)
France
$4.36M -$5.18M -23,098 -54%
EH
295
Equitable Holdings
New York
$4.36M -$125K -559 -3%
BOCM
296
Bontempo Ohly Capital Management
Maryland
$4.29M -$22.4K -100 -0.5%
ASN
297
Advisory Services Network
Georgia
$4.27M +$146K +651 +3%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$4.19M +$720K +3,211 +20%
JIC
299
Johnson Investment Counsel
Ohio
$4.16M -$197K -878 -4%
IAIM
300
Industrial Alliance Investment Management
Quebec, Canada
$4.12M -$2.06M -9,200 -33%

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.