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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
RB
376
Rodgers Brothers
Pennsylvania
$2.78M -$111K -482 -4%
Citadel Advisors
377
Citadel Advisors
Florida
$2.76M +$518K +2,248 +23%
NLP
378
Next Level Private
New York
$2.76M +$2.82M +12,251 New
Balyasny Asset Management
379
Balyasny Asset Management
Illinois
$2.7M -$39.3M -170,421 -94%
AAMU
380
AEGON Asset Management (UK)
United Kingdom
$2.69M +$173K +752 +7%
KRS
381
Kentucky Retirement Systems
Kentucky
$2.67M +$11.5K +50 +0.4%
MSRPS
382
Maryland State Retirement & Pension System
Maryland
$2.66M +$2.65M +11,478 New
EMPI
383
Elo Mutual Pension Insurance
Finland
$2.63M +$93.4K +405 +4%
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$2.63M +$136K +591 +6%
BC
385
Brookfield Corp
Ontario, Canada
$2.63M -$9.2M -39,884 -78%
AssetMark Inc
386
AssetMark Inc
California
$2.62M +$3.46K +15 +0.1%
TAIM
387
Te Ahumairangi Investment Management
New Zealand
$2.61M +$49.6K +215 +2%
VPIM
388
Vanguard Personalized Indexing Management
California
$2.6M +$77.9K +338 +3%
WAM
389
Wakefield Asset Management
Colorado
$2.57M -$3.46K -15 -0.1%
SAM
390
Silvercrest Asset Management
New York
$2.56M -$4.61K -20 -0.2%
BST
391
Bath Savings Trust
Maine
$2.5M -$39.2K -170 -2%
NAG
392
Northstar Advisory Group
New Jersey
$2.49M +$86.5K +375 +4%
S
393
Seeyond
France
$2.47M +$257K +1,113 +12%
WCM
394
Wallace Capital Management
Texas
$2.46M -$67.1K -291 -3%
RBA
395
Richard Bernstein Advisors
New York
$2.44M +$2.43M +10,555 New
CSS
396
Cubist Systematic Strategies
Connecticut
$2.42M -$11.6M -50,207 -83%
Macquarie Group
397
Macquarie Group
Australia
$2.39M +$131K +568 +6%
SO
398
STRS Ohio
Ohio
$2.39M +$210K +913 +10%
PFS
399
Prospera Financial Services
Texas
$2.38M +$1.83M +7,937 +336%
LOIM
400
Liberty One Investment Management
Illinois
$2.38M -$34.1K -148 -1%

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.