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1,293 hedge funds and large institutions have $26.3B invested in Hershey in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 467 increasing their positions, 386 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 60

34% more call options, than puts

Call options by funds: $282M | Put options by funds: $210M

21% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 386

5% more funds holding

Funds holding: 1,2271,293 (+66)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

5% more capital invested

Capital invested by funds: $25.1B → $26.3B (+$1.21B)

0.52% less ownership

Funds ownership: 77.75%77.24% (-0.52%)

Holders
1,293
Holders Change
+66
Holders Change %
+5.38%
% of All Funds
20.78%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
151
Increased
467
Reduced
386
Closed
60
Calls
$282M
Puts
$210M
Net Calls
+$72.1M
Net Calls Change
-$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$4.21M +$1.27M +5,521 +44%
Capital Fund Management (CFM)
302
Capital Fund Management (CFM)
France
$4.12M -$464K -2,012 -10%
ACM
303
Aquatic Capital Management
Illinois
$4.1M +$1.52M +6,600 +59%
CANC
304
Culbertson A N & Co
Virginia
$4.09M -$138K -600 -3%
EFI
305
EHP Funds Inc
Canada
$4.08M -$807K -3,500 -17%
HWAM
306
Hennion & Walsh Asset Management
New Jersey
$4.03M +$838K +3,635 +26%
CWM
307
CIBC World Markets
New York
$4M +$3.47M +15,050 +675%
CWM
308
C2C Wealth Management
Arizona
$3.99M -$922K -4,000 -18%
PCM
309
Penserra Capital Management
California
$3.99M +$3.98M +17,246 New
CNB
310
Czech National Bank
Czech Republic
$3.98M +$32K +139 +0.8%
MML Investors Services
311
MML Investors Services
Massachusetts
$3.92M +$279K +1,210 +8%
AI
312
Atria Investments
North Carolina
$3.91M +$98K +425 +3%
NAM
313
Nissay Asset Management
Japan
$3.9M -$247K -1,073 -6%
CC
314
Cipher Capital
New York
$3.76M +$3.75M +16,248 New
AMCA
315
Arthur M. Cohen & Associates
Illinois
$3.75M -$384K -1,665 -9%
Neuberger Berman Group
316
Neuberger Berman Group
New York
$3.72M +$252K +1,094 +7%
GVAG
317
Great Valley Advisor Group
Delaware
$3.68M +$2.46M +10,653 +203%
OC
318
Oppenheimer & Co
New York
$3.66M +$204K +885 +6%
GP
319
Geneva Partners
Wisconsin
$3.66M +$293K +1,273 +9%
AWS
320
Atria Wealth Solutions
New York
$3.64M -$461 -2 -0%
NC
321
NewSquare Capital
Pennsylvania
$3.62M -$128K -555 -3%
AWM
322
Axxcess Wealth Management
California
$3.62M +$1.89M +8,202 +111%
AAM
323
Advisors Asset Management
Colorado
$3.61M -$527K -2,284 -13%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$3.57M +$278K +1,207 +8%
WIM
325
WealthPlan Investment Management
Nebraska
$3.55M +$3.41M +14,793 New

HSY Hedge Fund Activity: Q4 2022 in Review

1,293 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2022, worth a combined $26.3B — up 4.8% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new HSY positions and 60 closed out — a net gain of 91 holders — while 467 added to existing stakes and 386 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Janus Henderson Group, cutting an estimated $289M.

  • 1,293 institutional investors held Hershey (HSY) as of Q4 2022, up from 1,227 in Q3 2022.
  • Funds reported $26.3B of Hershey stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 151 funds opened new Hershey positions in Q4 2022 and 60 closed out, a net change of +91 holders.
  • The largest Hershey buyer in Q4 2022 was Morgan Stanley, an estimated $222M added.
  • The largest Hershey seller in Q4 2022 was Janus Henderson Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2022.