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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
LD
501
Lipe & Dalton
New York
$1.31M +$224 +1 +0%
DCM
502
Dupont Capital Management
Delaware
$1.31M +$278K +1,241 +26%
V
503
Veritable
Delaware
$1.31M -$32K -143 -2%
PTC
504
Philadelphia Trust Company
Pennsylvania
$1.31M
TYCC
505
Texas Yale Capital Corp
Florida
$1.31M
AWM
506
AE Wealth Management
Kansas
$1.3M +$227K +1,014 +21%
Two Sigma Advisers
507
Two Sigma Advisers
New York
$1.3M -$448K -2,000 -25%
SC
508
Savant Capital
Illinois
$1.3M +$34.5K +154 +3%
AAS
509
Avantax Advisory Services
Texas
$1.3M -$61.6K -275 -4%
LI
510
Lafayette Investments
Maryland
$1.3M -$3.59K -16 -0.3%
SPC
511
Sigma Planning Corp
Michigan
$1.28M -$224 -1 -0%
Pacer Advisors
512
Pacer Advisors
Pennsylvania
$1.27M -$9.87M -44,051 -88%
SEA
513
Stegent Equity Advisors
Texas
$1.27M -$8.74K -39 -0.7%
BL
514
Balentine LLC
Georgia
$1.25M -$686K -3,063 -35%
AG
515
Ascent Group
Virginia
$1.24M +$476K +2,122 +69%
GJIC
516
Gamble Jones Investment Counsel
California
$1.24M
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
$1.24M
AAM
518
Aureus Asset Management
Massachusetts
$1.23M
GC
519
Gratus Capital
Georgia
$1.22M -$22.4K -100 -2%
FC
520
FORA Capital
Florida
$1.22M +$1.23M +5,510 New
NMIMC
521
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M -$84.9K -379 -6%
B
522
Bellecapital
Switzerland
$1.2M -$154K -688 -11%
HI
523
Horizon Investments
North Carolina
$1.2M +$327K +1,459 +37%
HBW
524
Hazlett, Burt & Watson
West Virginia
$1.2M +$61.6K +275 +5%
EWM
525
Empirical Wealth Management
Washington
$1.2M +$343K +1,532 +39%

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.