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1,210 hedge funds and large institutions have $24B invested in Hershey in 2022 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 430 increasing their positions, 348 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

36% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 91

24% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 348

2% more funds holding

Funds holding: 1,1911,210 (+19)

2% more capital invested

Capital invested by funds: $23.6B → $24B (+$365M)

0.31% more ownership

Funds ownership: 76.17%76.49% (+0.31%)

35% less call options, than puts

Call options by funds: $170M | Put options by funds: $261M

Holders
1,210
Holders Change
+19
Holders Change %
+1.6%
% of All Funds
20.38%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.3%
New
124
Increased
430
Reduced
348
Closed
91
Calls
$170M
Puts
$261M
Net Calls
-$90.7M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
401
Stock Yards Bank & Trust
Kentucky
$2.03M +$1.15M +5,265 +126%
BPA
402
Beacon Pointe Advisors
California
$2.03M +$27K +124 +1%
CNAM
403
Campbell Newman Asset Management
Wisconsin
$2.02M
HCM
404
Howland Capital Management
Massachusetts
$2.02M
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$2.01M +$365K +1,673 +22%
IIA
406
ICW Investment Advisors
Arizona
$2M -$4.36K -20 -0.2%
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$2M +$88.5K +406 +5%
VPIM
408
Vanguard Personalized Indexing Management
California
$2M +$356K +1,635 +21%
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$1.99M
MCM
410
Mitchell Capital Management
Kansas
$1.99M +$2.01M +9,241 New
SPFA
411
Summit Place Financial Advisors
New Jersey
$1.98M -$192K -880 -9%
AAIM
412
Asset Advisors Investment Management
Georgia
$1.96M
CRWM
413
Castle Rock Wealth Management
California
$1.95M +$1.93M +8,860 New
RA
414
Rational Advisors
New York
$1.94M +$510K +2,338 +35%
GCM
415
Graham Capital Management
Connecticut
$1.94M +$1.33M +6,120 +212%
BSW
416
Buckingham Strategic Wealth
Missouri
$1.89M +$78.2K +359 +4%
MC
417
Moors & Cabot
Massachusetts
$1.88M +$247K +1,134 +15%
BL
418
Balentine LLC
Georgia
$1.87M +$1.43M +6,584 +310%
WC
419
Westhampton Capital
North Carolina
$1.87M
MLICM
420
Metropolitan Life Insurance Company (MetLife)
New York
$1.86M -$39.2K -180 -2%
GG
421
Gofen & Glossberg
Illinois
$1.86M -$65.4K -300 -3%
DGAM
422
Desjardins Global Asset Management
Quebec, Canada
$1.85M -$1.07M -4,914 -36%
LC
423
LCNB Corp
Ohio
$1.85M +$5.23K +24 +0.3%
GSC
424
G&S Capital
Colorado
$1.83M +$1.86M +8,521 New
First Manhattan
425
First Manhattan
New York
$1.83M -$272K -1,246 -13%

HSY Hedge Fund Activity: Q2 2022 in Review

1,210 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2022, worth a combined $24B — up 1.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new HSY positions and 91 closed out — a net gain of 33 holders — while 430 added to existing stakes and 348 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $167M. The largest seller was Victory Capital Management, cutting an estimated $363M.

  • 1,210 institutional investors held Hershey (HSY) as of Q2 2022, up from 1,191 in Q1 2022.
  • Funds reported $24B of Hershey stock for Q2 2022, up 1.5% quarter-over-quarter.
  • 124 funds opened new Hershey positions in Q2 2022 and 91 closed out, a net change of +33 holders.
  • The largest Hershey buyer in Q2 2022 was Morgan Stanley, an estimated $167M added.
  • The largest Hershey seller in Q2 2022 was Victory Capital Management, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2022.