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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
GAM
501
Griffin Asset Management
New York
$1.46M -$16.1K -70 -1%
MWM
502
Massachusetts Wealth Management
Massachusetts
$1.46M +$1.5M +6,495 New
FTDI
503
First Trust Direct Indexing
Massachusetts
$1.46M -$53.9K -234 -4%
HA
504
Hamel Associates
New Jersey
$1.45M -$31.1K -135 -2%
SC
505
Savant Capital
Illinois
$1.45M +$143K +620 +11%
GWA
506
Gibson Wealth Advisors
Texas
$1.45M +$1.43M +6,200 +6,200%
SCA
507
Snowden Capital Advisors
New York
$1.45M -$101K -436 -7%
SWP
508
Stratos Wealth Partners
Ohio
$1.42M -$125K -544 -8%
AAS
509
Avantax Advisory Services
Texas
$1.42M +$58.1K +252 +4%
PTC
510
Private Trust Company
Ohio
$1.42M +$692 +3 +0%
SFG
511
Summit Financial Group
West Virginia
$1.4M -$5.76K -25 -0.4%
RHDIC
512
R.H. Dinel Investment Counsel
California
$1.4M
PA
513
Parallel Advisors
California
$1.39M -$13.6K -59 -1%
CA
514
Cetera Advisors
Colorado
$1.38M +$376K +1,631 +38%
PTC
515
Philadelphia Trust Company
Pennsylvania
$1.38M
TYCC
516
Texas Yale Capital Corp
Florida
$1.37M
LD
517
Lipe & Dalton
New York
$1.37M -$8.07K -35 -0.6%
V
518
Veritable
Delaware
$1.37M -$13.6K -59 -1%
LI
519
Lafayette Investments
Maryland
$1.36M -$2.08K -9 -0.2%
ST
520
Somerset Trust
Pennsylvania
$1.35M +$984K +4,268 +277%
SPC
521
Sigma Planning Corp
Michigan
$1.35M -$1.15K -5 -0.1%
SEA
522
Stegent Equity Advisors
Texas
$1.32M -$6.92K -30 -0.5%
DF
523
Donoghue Forlines
Massachusetts
$1.32M +$612K +2,653 +87%
GCM
524
Graham Capital Management
Connecticut
$1.31M +$690K +2,991 +112%
Jane Street
525
Jane Street
New York
$1.31M -$7.17M -31,121 -85%

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.