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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
CBNLCF
576
Cognios Beta Neutral Large Cap Fund
Kansas
$1.02M +$1.02M +4,417 New
CW
577
CreativeOne Wealth
Kansas
$1.02M -$382K -1,655 -27%
MWM
578
Modera Wealth Management
New Jersey
$1.01M +$33K +143 +3%
GIA
579
Gladstone Institutional Advisory
Florida
$1.01M +$707K +3,067 +235%
GWM
580
Geneos Wealth Management
Colorado
$1.01M +$461 +2 +0%
SLI
581
Sumitomo Life Insurance
Japan
$1.01M -$53.7K -233 -5%
LS
582
Livforsakringsbolaget Skandia
Sweden
$1.01M
PMEF
583
Point72 Middle East FZE
United Arab Emirates
$1M +$997K +4,325 New
PFPT
584
Pinnacle Financial Partners (Tennessee)
Tennessee
$1M +$21.9K +95 +2%
HIC
585
Harvey Investment Company
Kentucky
$997K
WS
586
Wedbush Securities
California
$997K +$277K +1,202 +39%
Two Sigma Advisers
587
Two Sigma Advisers
New York
$996K -$369K -1,601 -27%
BBA
588
BLB&B Advisors
Pennsylvania
$991K -$12.7K -55 -1%
DCM
589
Donaldson Capital Management
Indiana
$982K -$23.1K -100 -2%
YIH
590
Y-Intercept (HK)
Hong Kong
$978K +$974K +4,225 New
ISL
591
Ingalls & Snyder LLC
New York
$963K
KFI
592
Key Financial Inc
Pennsylvania
$961K
CI Investments Inc
593
CI Investments Inc
Ontario, Canada
$958K -$72.9K -316 -7%
BB
594
Busey Bank
Illinois
$955K
AWM
595
Apollon Wealth Management
South Carolina
$954K +$352K +1,525 +59%
FNT
596
First National Trust
Pennsylvania
$951K -$27.2K -118 -3%
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$950K +$148K +640 +18%
EP
598
Eudaimonia Partners
Tennessee
$945K -$30.7K -133 -3%
SP
599
Symmetry Partners
Connecticut
$942K +$47.7K +207 +5%
PA
600
PFG Advisors
Arizona
$938K +$425K +1,842 +83%

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.