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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
BFG
401
Bleakley Financial Group
New Jersey
$2.38M +$2.37M +10,289 New
MCM
402
McRae Capital Management
New Jersey
$2.37M -$250K -1,085 -10%
YAM
403
Yacktman Asset Management
Texas
$2.36M
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$2.33M +$271K +1,176 +13%
LIM
405
Leavell Investment Management
Alabama
$2.32M
PFS
406
Physicians Financial Services
North Carolina
$2.32M
VLKIM
407
Van Lanschot Kempen Investment Management
Netherlands
$2.31M +$762K +3,305 +50%
BPC
408
Banque Pictet & Cie
Switzerland
$2.3M -$204K -885 -8%
Cerity Partners
409
Cerity Partners
New York
$2.3M +$7.84K +34 +0.3%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$2.29M +$181K +785 +9%
ST
411
Smithfield Trust
Pennsylvania
$2.27M -$98K -425 -4%
SPFA
412
Summit Place Financial Advisors
New Jersey
$2.24M +$154K +670 +7%
PRS
413
Pinkerton Retirement Specialists
Idaho
$2.23M +$1.06M +4,618 +92%
HH
414
HWG Holdings
Texas
$2.21M +$98K +425 +5%
AWM
415
Angeles Wealth Management
California
$2.21M +$181K +785 +9%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.2M
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$2.2M +$23.1K +100 +1%
MCM
418
Mitchell Capital Management
Kansas
$2.19M -$11.5K -50 -0.5%
GSC
419
G&S Capital
Colorado
$2.18M +$188K +816 +10%
CNAM
420
Campbell Newman Asset Management
Wisconsin
$2.18M
NB
421
Norinchukin Bank
Japan
$2.16M -$535K -2,321 -20%
UH
422
Unigestion Holding
Switzerland
$2.15M -$620K -2,691 -23%
CM
423
Capula Management
Cayman Islands
$2.15M +$1.11M +4,832 +108%
IIA
424
ICW Investment Advisors
Arizona
$2.15M -$8.3K -36 -0.4%
AAIM
425
Asset Advisors Investment Management
Georgia
$2.11M

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.