We are live on ! Find out more

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
FSA
601
Franklin Street Advisors
North Carolina
$933K
FAM
602
Formidable Asset Management
Ohio
$928K -$2.08K -9 -0.2%
MAM
603
Marquette Asset Management
Minnesota
$926K
PWS
604
Private Wealth Strategies
Ohio
$926K
GFA
605
Gifford Fong Associates
California
$926K
TCM
606
Twin Capital Management
Pennsylvania
$926K
EGM
607
Engineers Gate Manager
New York
$923K +$919K +3,984 New
ONB
608
Old National Bancorp
Indiana
$920K -$126K -548 -12%
BCV
609
Banque Cantonale Vaudoise
Switzerland
$917K -$764K -3,312 -46%
FCB
610
First Command Bank
Texas
$912K
FCFS
611
First Command Financial Services
Texas
$912K
VFIC
612
Valley Forge Investment Consultants
Pennsylvania
$909K -$9.91K -43 -1%
TRIA
613
Trail Ridge Investment Advisors
Colorado
$908K
MIH
614
Meitav Investment House
Israel
$900K
EF
615
Empirical Finance
Pennsylvania
$892K +$71.2K +309 +9%
BC
616
Bartlett & Co
Ohio
$883K -$692 -3 -0.1%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$883K -$692 -3 -0.1%
ZIMP
618
Zimmermann Investment Management & Planning
Pennsylvania
$881K +$1.15K +5 +0.1%
BFM
619
Boothbay Fund Management
New York
$881K -$554K -2,405 -39%
NAMP
620
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$880K
EOJOAM
621
E. Ohman J:or Asset Management
Sweden
$880K +$876K +3,800 New
FMB
622
Field & Main Bank
Kentucky
$880K +$20.8K +90 +2%
CL
623
CIM LLC
New York
$875K +$858K +3,722 New
DI
624
Diligent Investors
California
$875K -$23.1K -100 -3%
CFB
625
Cullen/Frost Bankers
Texas
$870K +$88.5K +384 +11%

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.