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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
SFI
451
Siemens Fonds Invest
Germany
$1.85M +$1.49M +6,463 +427%
SFG
452
SNS Financial Group
Minnesota
$1.84M -$110K -475 -6%
PS
453
Pensionfund Sabic
Netherlands
$1.83M
TFS
454
Thoroughbred Financial Services
Tennessee
$1.81M +$10.6K +46 +0.6%
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$1.81M -$3.27M -14,163 -64%
SCA
456
Stonebridge Capital Advisors
Minnesota
$1.81M -$12.9K -56 -0.7%
WANY
457
Wealthspire Advisors (New York)
New York
$1.8M -$102K -442 -5%
HSA
458
HBK Sorce Advisory
Pennsylvania
$1.77M +$931K +4,037 +112%
RA
459
Rational Advisors
New York
$1.75M -$374K -1,623 -18%
RWM
460
RKL Wealth Management
Pennsylvania
$1.75M -$43.1K -187 -2%
API
461
Advisor Partners II
California
$1.75M +$130K +563 +8%
JWBC
462
J.W. Burns & Co
New York
$1.74M
RC
463
Roundview Capital
New Jersey
$1.74M
ACA
464
Aptus Capital Advisors
Alabama
$1.74M -$101K -438 -6%
AAM
465
Azzad Asset Management
Virginia
$1.73M -$777K -3,369 -31%
CAG
466
Csenge Advisory Group
Florida
$1.73M +$8.53K +37 +0.5%
IAN
467
Integrated Advisors Network
Texas
$1.72M +$273K +1,185 +19%
KWM
468
Kingsview Wealth Management
Oregon
$1.72M +$31.1K +135 +2%
ACM
469
AlphaStar Capital Management
North Carolina
$1.71M +$1.7M +7,370 New
SW
470
SlateStone Wealth
Florida
$1.69M -$1.38M -5,999 -45%
FCI
471
Financial Counselors Inc
Kansas
$1.69M -$77.5K -336 -4%
WJWM
472
Williams Jones Wealth Management
New York
$1.66M +$1.38K +6 +0.1%
LA
473
LBP AM
France
$1.65M +$1.64M +7,129 New
ACIM
474
Azimuth Capital Investment Management
Michigan
$1.65M
HNB
475
Huntington National Bank
Ohio
$1.65M -$74.5K -323 -4%

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.