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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
QT
526
Quantbot Technologies
New York
$1.31M +$1.3M +5,642 New
IFS
527
Intelligent Financial Strategies
Minnesota
$1.3M +$125K +544 +11%
GJIC
528
Gamble Jones Investment Counsel
California
$1.3M
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$1.3M
GDP
530
Great Diamond Partners
Maine
$1.29M +$1.29M +5,587 New
AAM
531
Aureus Asset Management
Massachusetts
$1.29M
HBW
532
Hazlett, Burt & Watson
West Virginia
$1.26M +$4.15K +18 +0.3%
RWA
533
Redhawk Wealth Advisors
Minnesota
$1.26M +$66.2K +287 +6%
B
534
Bellecapital
Switzerland
$1.26M
AG
535
Ascent Group
Virginia
$1.26M +$57.2K +248 +5%
4WM
536
44 Wealth Management
Oregon
$1.25M -$4.15K -18 -0.3%
TRCT
537
Tower Research Capital (TRC)
New York
$1.25M -$2.83M -12,286 -70%
FWIA
538
Fort Washington Investment Advisors
Ohio
$1.25M -$997K -4,323 -45%
WTC
539
WhitTier Trust Company
Nevada
$1.24M +$5.76K +25 +0.5%
AWM
540
AE Wealth Management
Kansas
$1.23M -$138K -597 -10%
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.22M
EAM
542
Erste Asset Management
Austria
$1.2M -$5.42M -23,492 -82%
KPWS
543
Kestra Private Wealth Services
Texas
$1.2M +$38.5K +167 +3%
HI
544
Horizon Investments
North Carolina
$1.2M -$65.5K -284 -5%
BA
545
Bellwether Advisors
Nebraska
$1.19M +$1.19M +5,140 +46,727%
TWP
546
Tempus Wealth Planning
California
$1.19M +$72.4K +314 +7%
GAM
547
Gotham Asset Management
New York
$1.19M -$1.19M -5,158 -50%
OPW
548
Oxler Private Wealth
New York
$1.18M +$5.07K +22 +0.4%
TFA
549
Transamerica Financial Advisors
Florida
$1.18M +$61.3K +266 +5%
HCM
550
HMS Capital Management
Tennessee
$1.18M -$48.6K -211 -4%

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.