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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
S
401
Seeyond
France
$2.11M -$116K -516 -5%
KAS
402
Kestra Advisory Services
Texas
$2.1M -$139K -622 -6%
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.1M
MCM
404
Mitchell Capital Management
Kansas
$2.1M +$61.4K +274 +3%
AAM
405
Azzad Asset Management
Virginia
$2.08M -$224 -1 -0%
SO
406
STRS Ohio
Ohio
$2.08M -$136K -607 -6%
CNAM
407
Campbell Newman Asset Management
Wisconsin
$2.07M
HCM
408
Howland Capital Management
Massachusetts
$2.07M
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$2.07M +$44.8K +200 +2%
IIA
410
ICW Investment Advisors
Arizona
$2.06M +$7.17K +32 +0.3%
GG
411
Gofen & Glossberg
Illinois
$2.05M +$146K +650 +8%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$2.04M +$621K +2,773 +43%
SYBT
413
Stock Yards Bank & Trust
Kentucky
$2.04M -$44.8K -200 -2%
RA
414
Rational Advisors
New York
$2.02M +$30.9K +138 +2%
HH
415
HWG Holdings
Texas
$2.01M +$2.05M +9,128 New
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$2.01M +$294K +1,311 +17%
AI
417
AdvisorShares Investments
Maryland
$2.01M +$403K +1,800 +25%
AAIM
418
Asset Advisors Investment Management
Georgia
$2.01M
CRWM
419
Castle Rock Wealth Management
California
$2M
SPFA
420
Summit Place Financial Advisors
New Jersey
$1.99M -$39.2K -175 -2%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$1.96M +$544K +2,426 +37%
ClearBridge Investments
422
ClearBridge Investments
New York
$1.94M -$370K -1,650 -16%
AWM
423
Angeles Wealth Management
California
$1.93M +$165K +737 +9%
WC
424
Westhampton Capital
North Carolina
$1.92M
BWFA
425
Baltimore-Washington Financial Advisors
Maryland
$1.9M +$1.68M +7,501 +668%

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.