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Hershey
HSY

1,192 hedge funds and large institutions have $23.6B invested in Hershey in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 395 increasing their positions, 355 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 87

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

24% more call options, than puts

Call options by funds: $148M | Put options by funds: $119M

13% more capital invested

Capital invested by funds: $21B → $23.6B (+$2.67B)

11% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 355

5% more funds holding

Funds holding: 1,138 → 1,192 (+54)

1.25% more ownership

Funds ownership: 74.92% → 76.17% (+1.3%)

Holders
1,192
Holders Change
+54
Holders Change %
+4.75%
% of All Funds
18.8%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
154
Increased
395
Reduced
355
Closed
87
Calls
$148M
Puts
$119M
Net Calls
+$28.1M
Net Calls Change
-$18.8M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$214M
2
AWA
Aaron Wealth Advisors
Illinois
+$208M
3
Bank of America
Bank of America
North Carolina
+$131M
4
Ameriprise
Ameriprise
Minnesota
+$130M
5
American Century Companies
American Century Companies
Missouri
+$119M

Top Sellers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
-$171M
2
Victory Capital Management
Victory Capital Management
Texas
-$104M
3
VAM
Vontobel Asset Management
New York
-$97.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$86.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$65.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Sabadell Asset Management
Spain
$1.47M +$142K +701 +12%
RWA
452
Ropes Wealth Advisors
Massachusetts
$1.47M +$406 +2 +0%
SC
453
Scotia Capital
Ontario, Canada
$1.47M +$11.4K +56 +0.8%
RCM
454
RB Capital Management
Nevada
$1.46M +$3.45K +17 +0.3%
EOJOAM
455
E. Ohman J:or Asset Management
Sweden
$1.45M – – –
RA
456
Rational Advisors
New York
$1.45M -$579K -2,849 -30%
AAM
457
Azzad Asset Management
Virginia
$1.44M +$159K +782 +13%
AWM
458
Angeles Wealth Management
California
$1.42M +$1.33M +6,559 New
AIM
459
Allen Investment Management
New York
$1.41M – – –
AAS
460
Avantax Advisory Services
Texas
$1.4M -$227K -1,117 -15%
GAM
461
Griffin Asset Management
New York
$1.38M -$1.31M -6,465 -50%
B
462
Bellecapital
Switzerland
$1.34M – – –
BFS
463
Bradley Foster & Sargent
Connecticut
$1.34M +$244K +1,200 +24%
AAM
464
Aureus Asset Management
Massachusetts
$1.32M – – –
AWM
465
Axxcess Wealth Management
California
$1.31M -$106K -523 -8%
RHDIC
466
R.H. Dinel Investment Counsel
California
$1.3M – – –
PP
467
Paloma Partners
Connecticut
$1.3M -$4.85M -23,895 -80%
LD
468
Lipe & Dalton
New York
$1.29M -$5.08K -25 -0.4%
PTC
469
Philadelphia Trust Company
Pennsylvania
$1.29M – – –
TYCC
470
Texas Yale Capital Corp
Florida
$1.29M – – –
PAA
471
Peregrine Asset Advisers
Oregon
$1.29M +$366K +1,800 +43%
V
472
Veritable
Delaware
$1.28M -$51K -251 -4%
AP
473
Advisor Partners
California
$1.27M +$16.5K +81 +1%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$1.27M +$45.5K +224 +4%
LS
475
Livforsakringsbolaget Skandia
Sweden
$1.27M – – –
17 18
19
20 21

HSY Hedge Fund Activity: Q1 2022 in Review

1,192 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2022, worth a combined $23.6B — up 13% from $21B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new HSY positions and 87 closed out — a net gain of 67 holders — while 395 added to existing stakes and 355 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $171M sold.

  • 1,192 institutional investors held Hershey (HSY) as of Q1 2022, up from 1,138 in Q4 2021.
  • Funds reported $23.6B of Hershey stock for Q1 2022, up 13% quarter-over-quarter.
  • 154 funds opened new Hershey positions in Q1 2022 and 87 closed out, a net change of +67 holders.
  • The largest Hershey buyer in Q1 2022 was Wellington Management Group, an estimated $214M added.
  • The largest Hershey seller in Q1 2022 was Champlain Investment Partners, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2022.