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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
TWP
551
Tempus Wealth Planning
California
$1.06M +$9.86K +44 +0.9%
MHC
552
Meyer Handelman Company
New York
$1.06M
BRWA
553
B. Riley Wealth Advisors
Florida
$1.05M +$680K +3,032 +174%
NHC
554
Nicholas Hoffman & Company
Georgia
$1.05M +$104K +462 +11%
JCIA
555
Jackson Creek Investment Advisors
Colorado
$1.05M -$15K -67 -1%
IC
556
IEQ Capital
California
$1.04M +$252K +1,123 +31%
MFGM
557
Marshall Financial Group (Maryland)
Maryland
$1.02M -$4.26K -19 -0.4%
SLI
558
Sumitomo Life Insurance
Japan
$1.01M -$60.1K -268 -6%
AFG
559
Allegheny Financial Group
Pennsylvania
$1M +$16.8K +75 +2%
SA
560
SRN Advisors
Pennsylvania
$1,000K -$315K -1,406 -24%
ONB
561
Old National Bancorp
Indiana
$997K -$231K -1,032 -19%
OBGC
562
O'Brien Greene & Co
Pennsylvania
$997K +$676K +3,016 +200%
Impax Asset Management Group
563
Impax Asset Management Group
United Kingdom
$995K -$1.39M -6,190 -58%
AFA
564
Abacus FCF Advisors
Florida
$995K -$74K -330 -7%
CM
565
Capula Management
Cayman Islands
$983K +$1,000K +4,460 New
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$982K -$274K -1,224 -22%
DC
567
Davenport & Co
Virginia
$976K +$28.2K +126 +3%
IA
568
Insight Advisors
Pennsylvania
$962K -$47.1K -210 -5%
GWM
569
Geneos Wealth Management
Colorado
$961K -$1.85M -8,267 -65%
KFI
570
Key Financial Inc
Pennsylvania
$961K +$840K +3,750 +617%
CA
571
Cetera Advisors
Colorado
$959K -$274K -1,221 -22%
LS
572
Livforsakringsbolaget Skandia
Sweden
$959K -$179K -800 -16%
BP
573
Ballentine Partners
Massachusetts
$959K +$60.7K +271 +7%
DCM
574
Donaldson Capital Management
Indiana
$957K +$399K +1,781 +70%
BBA
575
BLB&B Advisors
Pennsylvania
$956K

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.