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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
SEM
451
Suncoast Equity Management
Florida
$1.69M +$2.24K +10 +0.1%
FCI
452
Financial Counselors Inc
Kansas
$1.68M -$50.4K -225 -3%
JWBC
453
J.W. Burns & Co
New York
$1.66M -$11.2K -50 -0.7%
RC
454
Roundview Capital
New Jersey
$1.66M -$11.2K -50 -0.7%
OPPTF
455
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.66M -$8.96K -40 -0.5%
NMERB
456
New Mexico Educational Retirement Board
New Mexico
$1.65M -$134K -600 -7%
CAG
457
Csenge Advisory Group
Florida
$1.64M +$76.2K +340 +5%
HNB
458
Huntington National Bank
Ohio
$1.64M -$108K -483 -6%
AWM
459
Axxcess Wealth Management
California
$1.63M +$215K +959 +15%
WorldQuant Millennium Advisors
460
WorldQuant Millennium Advisors
New York
$1.63M +$1.66M +7,413 New
VIA
461
Vident Investment Advisory
Georgia
$1.61M +$1.57M +7,015 +557%
KWM
462
Kingsview Wealth Management
Oregon
$1.6M -$21.7K -97 -1%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$1.6M -$813K -3,627 -33%
WJWM
464
Williams Jones Wealth Management
New York
$1.58M
SG Americas Securities
465
SG Americas Securities
New York
$1.58M -$1.51M -6,751 -48%
TF
466
TIAA FSB
Florida
$1.58M -$25.1K -112 -2%
ACIM
467
Azimuth Capital Investment Management
Michigan
$1.57M -$33.6K -150 -2%
DGAM
468
Desjardins Global Asset Management
Quebec, Canada
$1.55M -$352K -1,570 -18%
GCL
469
Gouws Capital LLC
North Carolina
$1.54M
API
470
Advisor Partners II
California
$1.54M +$1.56M +6,977 New
SCP
471
Syntal Capital Partners
Texas
$1.52M +$21.1K +94 +1%
LCOV
472
London Company of Virginia
Virginia
$1.51M
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$1.51M +$1.54M +6,857 New
RWA
474
Ropes Wealth Advisors
Massachusetts
$1.5M +$448 +2 +0%
SSG
475
Summit Securities Group
New York
$1.48M +$1.28M +5,707 +569%

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.