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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
VEA
651
Virtus ETF Advisers
New York
$694K +$705K +3,147 New
CT
652
Caldwell Trust
Florida
$691K
WS
653
Wedbush Securities
California
$684K +$25.8K +115 +4%
HPC
654
HM Payson & Co
Maine
$683K
OC
655
Oakworth Capital
Alabama
$678K
CF
656
Centaurus Financial
California
$677K -$49.8K -222 -7%
VFA
657
Valeo Financial Advisors
Indiana
$674K +$224 +1 +0%
DF
658
Donoghue Forlines
Massachusetts
$673K -$64.1K -286 -9%
WAM
659
Weatherly Asset Management
California
$671K
WPC
660
Waters Parkerson & Co
Louisiana
$670K
FA
661
Faithward Advisors
Pennsylvania
$670K +$175K +779 +34%
FHB
662
First Hawaiian Bank
Hawaii
$667K -$23.5K -105 -3%
UF
663
Univest Financial
Pennsylvania
$667K
LC
664
Lincoln Capital
Nebraska
$665K -$67K -299 -9%
SF
665
Synovus Financial
Georgia
$664K -$201K -897 -23%
PIMG
666
Patriot Investment Management Group
Tennessee
$664K -$20.2K -90 -3%
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$661K
DWM
668
Dakota Wealth Management
Florida
$661K +$417K +1,861 +163%
RP
669
Riverwater Partners
Wisconsin
$658K +$669K +2,984 New
JWCA
670
J.W. Cole Advisors
Florida
$650K +$24K +107 +4%
RIM
671
Redpoint Investment Management
Australia
$647K -$219K -978 -25%
DY
672
Dowling & Yahnke
California
$647K +$7.84K +35 +1%
JF
673
JSF Financial
California
$647K +$30.3K +135 +5%
IA
674
IFP Advisors
Florida
$644K +$204K +912 +17%
SAM
675
Strategy Asset Managers
California
$643K +$653K +2,915 New

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.