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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
AT
326
American Trust
Kentucky
$3.54M +$301K +1,305 +9%
WP
327
WealthPLAN Partners
Nebraska
$3.53M +$3.41M +14,793 New
CCFCSB
328
Cape Cod Five Cents Savings Bank
Massachusetts
$3.49M -$104K -453 -3%
TFA
329
Toth Financial Advisory
Virginia
$3.49M +$358K +1,552 +11%
CTA
330
Chesley Taft & Associates
Illinois
$3.49M +$5.53K +24 +0.2%
VMPIC
331
Varma Mutual Pension Insurance Co
Finland
$3.47M +$3.46M +15,000 New
DA
332
Duality Advisers
Florida
$3.46M +$3.45M +14,954 New
MCC
333
Money Concepts Capital
Florida
$3.45M +$198K +859 +6%
BF
334
BOK Financial
Oklahoma
$3.45M -$23.7K -103 -0.7%
CTC
335
Central Trust Company
Missouri
$3.44M +$8.3K +36 +0.2%
KGC
336
Kennon-Green & Company
Ohio
$3.43M +$3.41M +14,800 New
PFO
337
Pathstone Family Office
New Jersey
$3.41M +$615K +2,667 +16%
EAM
338
Eukles Asset Management
Ohio
$3.41M +$34.6K +150 +1%
JA
339
JLB & Associates
Michigan
$3.35M +$44.7K +194 +1%
KeyBank National Association
340
KeyBank National Association
Ohio
$3.32M +$606K +2,630 +22%
BPA
341
Beacon Pointe Advisors
California
$3.31M +$1.38M +5,976 +72%
VVP
342
Venture Visionary Partners
Ohio
$3.31M -$20.8K -90 -0.6%
WBC
343
Westpac Banking Corp
Australia
$3.28M -$952K -4,129 -23%
TI
344
Tidal Investments
Wisconsin
$3.25M -$213K -926 -6%
LFM
345
LGT Fund Management
Liechtenstein
$3.24M
TA
346
TKG Advisors
Indiana
$3.23M +$178K +771 +6%
MCM
347
Mengis Capital Management
Oregon
$3.23M
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$3.21M +$338K +1,465 +12%
HIMCH
349
Hartford Investment Management Co (HIMCO)
Connecticut
$3.21M -$12.9K -56 -0.4%
BWFA
350
Baltimore-Washington Financial Advisors
Maryland
$3.21M +$1.2M +5,221 +61%

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.