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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
4WM
526
44 Wealth Management
Oregon
$1.2M +$6.72K +30 +0.6%
SCF
527
Sante Capital Fund
Texas
$1.18M +$1.2M +5,357 New
WTC
528
WhitTier Trust Company
Nevada
$1.17M
HCM
529
HMS Capital Management
Tennessee
$1.17M +$1.19M +5,317 New
TC
530
Toews Corporation
New Jersey
$1.17M -$67.2K -300 -5%
T
531
TOBAM
France
$1.17M +$380K +1,694 +47%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M +$61.6K +275 +6%
GVAG
533
Great Valley Advisor Group
Delaware
$1.16M -$8.74K -39 -0.7%
RWA
534
Redhawk Wealth Advisors
Minnesota
$1.14M +$48.2K +215 +4%
LT
535
Lindsell Train
United Kingdom
$1.13M
OPW
536
Oxler Private Wealth
New York
$1.12M +$5.38K +24 +0.5%
IFS
537
Intelligent Financial Strategies
Minnesota
$1.12M +$224 +1 +0%
WDA
538
Wendell David Associates
New Hampshire
$1.12M -$1.12K -5 -0.1%
MYLI
539
Meiji Yasuda Life Insurance
Japan
$1.11M +$1.13M +5,055 New
WA
540
WESPAC Advisors
California
$1.11M -$508K -2,267 -31%
CCM
541
Chilton Capital Management
Texas
$1.11M +$10.1K +45 +0.9%
KPWS
542
Kestra Private Wealth Services
Texas
$1.1M +$20.6K +92 +2%
PRS
543
Pinkerton Retirement Specialists
Idaho
$1.1M +$1.12M +5,006 New
WIC
544
Woodmont Investment Counsel
Tennessee
$1.09M -$224K -1,000 -17%
LWAC
545
Laurel Wealth Advisors (California)
California
$1.09M
AWA
546
Aaron Wealth Advisors
Illinois
$1.08M +$30.3K +135 +3%
HTC
547
Haverford Trust Company
Pennsylvania
$1.08M
TFA
548
Transamerica Financial Advisors
Florida
$1.07M -$1.24M -5,516 -53%
WF
549
Welch & Forbes
Massachusetts
$1.07M
CCMD
550
Cypress Capital Management (Delaware)
Delaware
$1.06M -$19K -85 -2%

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.