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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
HIC
576
Harvey Investment Company
Kentucky
$950K
HCM
577
Helios Capital Management
Singapore
$948K
AWE
578
Avidian Wealth Enterprises
Texas
$946K +$23.1K +103 +2%
BIM
579
Bridges Investment Management
Nebraska
$943K +$31.8K +142 +3%
BWM
580
BerganKDV Wealth Management
Minnesota
$942K +$274K +1,223 +40%
FAM
581
Formidable Asset Management
Ohio
$940K
MWM
582
Modera Wealth Management
New Jersey
$935K +$2.02K +9 +0.2%
HT
583
Heritage Trust
Oklahoma
$932K -$25.5K -114 -3%
PFPT
584
Pinnacle Financial Partners (Tennessee)
Tennessee
$932K +$126K +564 +15%
FNT
585
First National Trust
Pennsylvania
$931K -$8.07K -36 -0.8%
EP
586
Eudaimonia Partners
Tennessee
$929K +$453K +2,022 +92%
ISL
587
Ingalls & Snyder LLC
New York
$917K -$11.2K -50 -1%
BB
588
Busey Bank
Illinois
$909K -$101K -450 -10%
Rafferty Asset Management
589
Rafferty Asset Management
New York
$909K +$924K +4,123 New
IWN
590
Independent Wealth Network
Iowa
$907K -$158K -703 -15%
FSA
591
Franklin Street Advisors
North Carolina
$888K +$78.4K +350 +10%
TCM
592
Twin Capital Management
Pennsylvania
$882K -$9.19K -41 -1%
GFA
593
Gifford Fong Associates
California
$882K
MAM
594
Marquette Asset Management
Minnesota
$882K
PWS
595
Private Wealth Strategies
Ohio
$882K
MGP
596
Metis Global Partners
California
$880K -$160K -715 -15%
VFIC
597
Valley Forge Investment Consultants
Pennsylvania
$875K
QI
598
Qtron Investments
Massachusetts
$868K -$423K -1,889 -32%
FCB
599
First Command Bank
Texas
$868K -$44.8K -200 -5%
FCFS
600
First Command Financial Services
Texas
$868K -$44.8K -200 -5%

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.