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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
SWP
476
Stratos Wealth Partners
Ohio
$1.48M +$136K +606 +10%
SCA
477
Snowden Capital Advisors
New York
$1.48M +$864K +3,854 +136%
SC
478
Scotia Capital
Ontario, Canada
$1.47M +$1.79K +8 +0.1%
TAF
479
Tredje AP-fonden
Sweden
$1.47M -$2.99M -13,333 -67%
VLKIM
480
Van Lanschot Kempen Investment Management
Netherlands
$1.47M -$78.2K -349 -5%
IB
481
Intrust Bank
Kansas
$1.47M +$155K +690 +12%
SMC
482
Smith, Moore & Co
Missouri
$1.46M -$87.6K -391 -6%
SI
483
Stephens Inc
Arkansas
$1.46M +$249K +1,110 +20%
MAM
484
Mastrapasqua Asset Management
Tennessee
$1.46M +$140K +625 +10%
FWCM
485
Ferguson Wellman Capital Management
Oregon
$1.45M -$1.23M -5,500 -46%
FTDI
486
First Trust Direct Indexing
Massachusetts
$1.44M +$22.2K +99 +2%
RCM
487
RB Capital Management
Nevada
$1.44M -$15.9K -71 -1%
AIM
488
Allen Investment Management
New York
$1.44M
HA
489
Hamel Associates
New Jersey
$1.41M -$351K -1,565 -20%
GAM
490
Griffin Asset Management
New York
$1.4M -$2.24K -10 -0.2%
NFG
491
Nations Financial Group
Iowa
$1.39M +$17.9K +80 +1%
IAN
492
Integrated Advisors Network
Texas
$1.38M +$135K +603 +11%
BFM
493
Boothbay Fund Management
New York
$1.37M +$697K +3,111 +100%
BFS
494
Bradley Foster & Sargent
Connecticut
$1.36M
PTC
495
Private Trust Company
Ohio
$1.35M +$204K +911 +18%
UFF
496
USA Financial Formulas
Michigan
$1.34M +$276K +1,232 +25%
SFG
497
Summit Financial Group
West Virginia
$1.34M
CW
498
CreativeOne Wealth
Kansas
$1.34M +$433K +1,930 +47%
PA
499
Parallel Advisors
California
$1.34M +$181K +806 +15%
RHDIC
500
R.H. Dinel Investment Counsel
California
$1.33M

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.