We are live on ! Find out more

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
SW
601
SVB Wealth
Massachusetts
$867K +$222K +989 +34%
MIH
602
Meitav Investment House
Israel
$864K
BS
603
Boenning & Scattergood
Pennsylvania
$860K +$224 +1 +0%
TRIA
604
Trail Ridge Investment Advisors
Colorado
$859K
DI
605
Diligent Investors
California
$855K
SP
606
Symmetry Partners
Connecticut
$851K
BCWM
607
Bartlett & Co Wealth Management
Ohio
$841K -$5.38K -24 -0.6%
BC
608
Bartlett & Co
Ohio
$841K -$5.38K -24 -0.6%
NAMP
609
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$838K
ZIMP
610
Zimmermann Investment Management & Planning
Pennsylvania
$838K +$11.2K +50 +1%
WFAG
611
Wescott Financial Advisory Group
Pennsylvania
$827K +$22.4K +100 +3%
FMB
612
Field & Main Bank
Kentucky
$818K +$28K +125 +3%
VCA
613
Verdence Capital Advisors
Maryland
$815K -$90.1K -402 -10%
HL
614
HeadInvest LLC
Maine
$806K -$28K -125 -3%
XT
615
XTX Topco
Cayman Islands
$802K -$674K -3,006 -45%
JCM
616
Jacobi Capital Management
Pennsylvania
$801K -$4.71K -21 -0.6%
APA
617
American Portfolios Advisors
New York
$801K +$163K +726 +25%
WFI
618
West Family Investments
California
$800K +$8.29K +37 +1%
HSA
619
HBK Sorce Advisory
Pennsylvania
$793K +$54.5K +243 +7%
WA
620
WBH Advisory
Maryland
$792K -$52.4K -234 -6%
FTC
621
Farmers Trust Company
Ohio
$791K
AG
622
AIA Group
Hong Kong
$785K -$491K -2,193 -38%
EF
623
Empirical Finance
Pennsylvania
$781K +$130K +578 +19%
BCI
624
Brinker Capital Investments
Pennsylvania
$779K +$15.9K +71 +2%
SVWAG
625
Sound View Wealth Advisors Group
Georgia
$775K +$224 +1 +0%

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.