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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
LT
551
Lindsell Train
United Kingdom
$1.18M
CCM
552
Chilton Capital Management
Texas
$1.17M
WDA
553
Wendell David Associates
New Hampshire
$1.16M -$11.5K -50 -1%
Wealth Enhancement Advisory Services
554
Wealth Enhancement Advisory Services
Minnesota
$1.16M -$15.9M -68,959 -93%
MFGM
555
Marshall Financial Group (Maryland)
Maryland
$1.15M +$83K +360 +8%
LWAC
556
Laurel Wealth Advisors (California)
California
$1.14M +$231 +1 +0%
WIC
557
Woodmont Investment Counsel
Tennessee
$1.14M -$11.5K -50 -1%
HTC
558
Haverford Trust Company
Pennsylvania
$1.14M +$922 +4 +0.1%
BIM
559
Bridges Investment Management
Nebraska
$1.13M +$140K +608 +14%
DCM
560
Dupont Capital Management
Delaware
$1.12M -$259K -1,122 -19%
WF
561
Welch & Forbes
Massachusetts
$1.12M
MHC
562
Meyer Handelman Company
New York
$1.11M
IA
563
Insight Advisors
Pennsylvania
$1.1M +$113K +488 +11%
IC
564
IEQ Capital
California
$1.1M +$14.3K +62 +1%
IWN
565
Independent Wealth Network
Iowa
$1.1M +$147K +638 +16%
AWA
566
Aaron Wealth Advisors
Illinois
$1.09M -$48.4K -210 -4%
BMCM
567
Bryn Mawr Capital Management
Pennsylvania
$1.09M +$1.08M +4,700 New
GC
568
Gratus Capital
Georgia
$1.09M -$196K -851 -15%
NHC
569
Nicholas Hoffman & Company
Georgia
$1.08M -$21K -91 -2%
AFA
570
Abacus FCF Advisors
Florida
$1.07M +$23.3K +101 +2%
NMIMC
571
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$196K -848 -16%
JCIA
572
Jackson Creek Investment Advisors
Colorado
$1.06M -$37.8K -164 -3%
AFG
573
Allegheny Financial Group
Pennsylvania
$1.06M +$2.54K +11 +0.2%
BP
574
Ballentine Partners
Massachusetts
$1.05M +$45.2K +196 +5%
AWE
575
Avidian Wealth Enterprises
Texas
$1.03M +$31.1K +135 +3%

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.