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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
KIA
351
KCM Investment Advisors
California
$3.18M +$233K +1,010 +8%
CGH
352
Crossmark Global Holdings
Texas
$3.17M +$821K +3,562 +35%
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$3.15M
CAM
354
Carret Asset Management
New York
$3.1M
CT
355
Clearstead Trust
Maine
$3.08M +$1.22M +5,288 +66%
DP
356
Dearborn Partners
Illinois
$3.04M -$2.08K -9 -0.1%
DIA
357
Dean Investment Associates
Ohio
$3.04M -$18K -78 -0.6%
BCIM
358
British Columbia Investment Management
British Columbia, Canada
$3.01M -$320K -1,386 -10%
CA
359
Cornerstone Advisors
North Carolina
$3.01M
AP
360
Appleton Partners
Massachusetts
$3.01M +$2.99M +12,979 New
DADC
361
D.A. Davidson & Co
Montana
$3M -$92K -399 -3%
MFFIA
362
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.99M +$2.97M +12,895 New
AC
363
Allstate Corporation
Illinois
$2.96M
AIM
364
Allstate Investment Management
Illinois
$2.96M +$2.95M +12,781 New
CA
365
CoreCap Advisors
Michigan
$2.95M +$223K +967 +8%
GT
366
Greenleaf Trust
Michigan
$2.93M -$15.2K -66 -0.5%
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.92M -$128K -555 -4%
ICG
368
InterOcean Capital Group
Tennessee
$2.92M -$11.5K -50 -0.4%
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$2.92M +$1.12M +4,856 +63%
PIP
370
Peachtree Investment Partners
Florida
$2.9M -$20.8K -90 -0.7%
MLM
371
Mount Lucas Management
Pennsylvania
$2.9M -$36.2K -157 -1%
SAM
372
Securian Asset Management
Minnesota
$2.89M +$63.2K +274 +2%
KAS
373
Kestra Advisory Services
Texas
$2.88M +$672K +2,913 +31%
BC
374
Burney Company
Virginia
$2.85M -$874K -3,792 -24%
FNFDCM
375
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.83M -$11.5K -50 -0.4%

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.