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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
Ameriprise
26
Ameriprise
Minnesota
$204M -$308M -1,375,674 -60%
PI
27
Putnam Investments
Massachusetts
$180M +$27M +120,314 +17%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$169M +$126K +561 +0.1%
Charles Schwab
29
Charles Schwab
California
$165M +$4.08M +18,189 +2%
EVM
30
Eaton Vance Management
Massachusetts
$154M +$23.4M +104,424 +18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$153M +$19.7M +87,839 +14%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$150M -$3.7M -16,516 -2%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$148M -$3.94M -17,589 -3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$139M +$224K +1,000 +0.2%
AI
35
Axiom Investors
Connecticut
$137M +$90.6M +404,423 +186%
Holocene Advisors
36
Holocene Advisors
New York
$137M +$73.2M +326,423 +111%
Skandinaviska Enskilda Banken (SEB)
37
Skandinaviska Enskilda Banken (SEB)
Sweden
$136M -$1.96M -8,749 -1%
Stifel Financial
38
Stifel Financial
Missouri
$136M +$8.95M +39,918 +7%
Goldman Sachs
39
Goldman Sachs
New York
$132M +$24.8M +110,666 +23%
First Trust Advisors
40
First Trust Advisors
Illinois
$132M -$11.8M -52,799 -8%
AQR Capital Management
41
AQR Capital Management
Connecticut
$129M -$12.3M -54,872 -9%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$118M -$59.8K -267 -0%
APG Asset Management
43
APG Asset Management
Netherlands
$118M -$81.5M -363,466 -41%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$104M +$7.42M +33,127 +8%
Deutsche Bank
45
Deutsche Bank
Germany
$103M -$1.28M -5,695 -1%
BA
46
Bridgewater Associates
Connecticut
$95.7M +$1.34M +5,960 +1%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$93M -$8.69M -38,776 -9%
US Bancorp
48
US Bancorp
Minnesota
$89.7M -$1.19M -5,308 -1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$86.1M +$9.72M +43,388 +13%
UBS Group
50
UBS Group
Switzerland
$83.4M +$12.5M +55,674 +17%

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.