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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
SYBT
426
Stock Yards Bank & Trust
Kentucky
$2.11M -$34.6K -150 -2%
HCM
427
Howland Capital Management
Massachusetts
$2.06M -$115K -500 -5%
ClearBridge Investments
428
ClearBridge Investments
New York
$2.04M
DTL
429
Dynamic Technology Lab
Singapore
$2.03M +$2.02M +8,771 New
WC
430
Westhampton Capital
North Carolina
$2.02M
First Manhattan
431
First Manhattan
New York
$2.01M +$55.3K +240 +3%
SEM
432
Suncoast Equity Management
Florida
$2M +$222K +964 +13%
LC
433
LCNB Corp
Ohio
$2M +$5.53K +24 +0.3%
CT
434
Colonial Trust
South Carolina
$1.99M +$196K +850 +11%
FBT
435
First Bankers Trust
Kentucky
$1.98M +$11.5K +50 +0.6%
W
436
Wealthquest
Ohio
$1.97M
CRWM
437
Castle Rock Wealth Management
California
$1.95M
SC
438
Settian Capital
New York
$1.95M +$92.2K +400 +5%
GG
439
Gofen & Glossberg
Illinois
$1.94M -$207K -900 -10%
HCM
440
Hutner Capital Management
Vermont
$1.93M -$1.61K -7 -0.1%
MC
441
Moors & Cabot
Massachusetts
$1.92M +$22.1K +96 +1%
Rafferty Asset Management
442
Rafferty Asset Management
New York
$1.9M +$941K +4,082 +99%
MGP
443
Metis Global Partners
California
$1.89M +$964K +4,182 +105%
AA
444
ALPS Advisors
Colorado
$1.89M -$66.2K -287 -3%
MLICM
445
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M -$104K -450 -5%
UB
446
UMB Bank
Missouri
$1.88M -$429K -1,860 -19%
ESCM
447
Echo Street Capital Management
New York
$1.88M +$1.37M +5,944 +275%
BSW
448
Buckingham Strategic Wealth
Missouri
$1.88M +$17.8K +77 +1%
JPMIA
449
J.P. Marvel Investment Advisors
Massachusetts
$1.85M
TBA
450
Tower Bridge Advisors
Pennsylvania
$1.85M

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.