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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
PI
26
Putnam Investments
Massachusetts
$202M +$13.2M +57,332 +7%
AI
27
Axiom Investors
Connecticut
$193M +$48.7M +211,445 +34%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$181M +$20M +86,621 +12%
N
29
Nuveen
North Carolina
$177M -$38.7M -167,726 -18%
Charles Schwab
30
Charles Schwab
California
$176M +$3.35M +14,538 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$161M +$22.2M +96,307 +16%
Goldman Sachs
32
Goldman Sachs
New York
$155M +$15.5M +67,355 +11%
Stifel Financial
33
Stifel Financial
Missouri
$144M +$1.73M +7,523 +1%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$140M -$17M -73,556 -11%
Swiss National Bank
35
Swiss National Bank
Switzerland
$138M -$8.25M -35,794 -6%
Skandinaviska Enskilda Banken (SEB)
36
Skandinaviska Enskilda Banken (SEB)
Sweden
$135M -$7.24M -31,399 -5%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$134M -$21.9M -95,107 -14%
Deutsche Bank
38
Deutsche Bank
Germany
$123M +$14.8M +64,259 +14%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$123M -$1.71M -7,411 -1%
AQR Capital Management
40
AQR Capital Management
Connecticut
$119M -$15.9M -69,030 -12%
APG Asset Management
41
APG Asset Management
Netherlands
$119M -$2.64M -11,430 -2%
UBS Group
42
UBS Group
Switzerland
$107M +$19.4M +84,208 +22%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$106M -$3.62M -15,686 -3%
US Bancorp
44
US Bancorp
Minnesota
$94.3M +$56.7K +246 +0.1%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$87M -$9.14M -39,659 -10%
SAM
46
Storebrand Asset Management
Norway
$86.9M +$5.17M +22,428 +6%
Barclays
47
Barclays
United Kingdom
$86.3M +$18.9M +81,801 +28%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$83.8M +$22.7M +98,411 +37%
BA
49
Bridgewater Associates
Connecticut
$83.3M -$17.1M -73,964 -17%
Federated Hermes
50
Federated Hermes
Pennsylvania
$81.9M +$20.5M +88,990 +34%

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.