We are live on ! Find out more

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
SAM
376
Silvercrest Asset Management
New York
$2.44M -$112K -500 -4%
TAIM
377
Te Ahumairangi Investment Management
New Zealand
$2.44M -$611K -2,725 -20%
EMPI
378
Elo Mutual Pension Insurance
Finland
$2.42M -$115K -514 -4%
BST
379
Bath Savings Trust
Maine
$2.42M -$38.1K -170 -2%
WCM
380
Wallace Capital Management
Texas
$2.4M -$134K -598 -5%
VPIM
381
Vanguard Personalized Indexing Management
California
$2.4M +$361K +1,613 +17%
HIIFS
382
Harel Insurance Investments & Financial Services
Israel
$2.4M +$1.43M +6,360 +144%
AAMU
383
AEGON Asset Management (UK)
United Kingdom
$2.39M -$151K -672 -6%
BPC
384
Banque Pictet & Cie
Switzerland
$2.38M -$247K -1,101 -9%
BCM
385
Brookstone Capital Management
Illinois
$2.37M +$131K +583 +6%
LOIM
386
Liberty One Investment Management
Illinois
$2.3M +$7.17K +32 +0.3%
PAG
387
Private Advisor Group
New Jersey
$2.28M -$20.2K -90 -0.9%
NAG
388
Northstar Advisory Group
New Jersey
$2.28M +$655K +2,924 +39%
GAM
389
Gotham Asset Management
New York
$2.27M -$199K -888 -8%
ST
390
Smithfield Trust
Pennsylvania
$2.25M -$71.5K -319 -3%
YAM
391
Yacktman Asset Management
Texas
$2.25M
CGH
392
Crossmark Global Holdings
Texas
$2.23M -$300K -1,337 -12%
LIM
393
Leavell Investment Management
Alabama
$2.21M
PFS
394
Physicians Financial Services
North Carolina
$2.21M +$24.4K +109 +1%
UB
395
UMB Bank
Missouri
$2.2M -$197K -878 -8%
Cerity Partners
396
Cerity Partners
New York
$2.17M -$17K -76 -0.8%
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$2.16M +$109K +488 +5%
Macquarie Group
398
Macquarie Group
Australia
$2.15M +$62.8K +280 +3%
FWIA
399
Fort Washington Investment Advisors
Ohio
$2.14M
Citadel Advisors
400
Citadel Advisors
Florida
$2.13M -$816K -3,643 -27%

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.