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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
WFAG
626
Wescott Financial Advisory Group
Pennsylvania
$869K
WFI
627
West Family Investments
California
$857K +$16.8K +73 +2%
VCA
628
Verdence Capital Advisors
Maryland
$856K +$231 +1 +0%
EWM
629
Empirical Wealth Management
Washington
$855K -$402K -1,743 -32%
BWM
630
BerganKDV Wealth Management
Minnesota
$849K -$140K -609 -14%
Impax Asset Management Group
631
Impax Asset Management Group
United Kingdom
$847K -$197K -855 -19%
TSS
632
Two Sigma Securities
New York
$845K +$517K +2,243 +159%
BS
633
Boenning & Scattergood
Pennsylvania
$845K -$231 -1 -0%
JCM
634
Jacobi Capital Management
Pennsylvania
$842K +$231 +1 +0%
SF
635
Symphony Financial
Texas
$838K +$654K +2,835 +308%
HL
636
HeadInvest LLC
Maine
$838K -$9.45K -41 -1%
GL
637
Graypoint LLC
New York
$836K +$832K +3,609 New
BBA
638
Baader Bank Aktiengesellschaft
Germany
$834K +$244K +1,060 +42%
SPA
639
Sherbrooke Park Advisers
New York
$834K +$830K +3,600 New
FTC
640
Farmers Trust Company
Ohio
$831K
DGAM
641
Desjardins Global Asset Management
Quebec, Canada
$829K -$797K -3,456 -49%
QI
642
Qtron Investments
Massachusetts
$827K -$83.7K -363 -9%
SW
643
SVB Wealth
Massachusetts
$813K -$96.8K -420 -11%
GPA
644
Garrison Point Advisors
California
$813K +$156K +675 +24%
BCI
645
Brinker Capital Investments
Pennsylvania
$812K -$5.99K -26 -0.7%
CCWM
646
Cassaday & Co Wealth Management
Virginia
$808K +$804K +3,489 New
HH
647
Hilltop Holdings
Texas
$804K +$4.84K +21 +0.6%
VAS
648
Vestmark Advisory Solutions
Massachusetts
$803K +$199K +864 +33%
TFO
649
Tarbox Family Office
California
$795K +$266K +1,152 +51%
PAS
650
Park Avenue Securities
New York
$792K +$55.8K +242 +8%

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.