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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
AL
651
ADE LLC
Maryland
$792K
SFI
652
SPC Financial Inc
Maryland
$788K +$922 +4 +0.1%
SAI
653
Systematic Alpha Investments
New Jersey
$788K +$784K +3,401 New
UCFA
654
United Capital Financial Advisors
Texas
$785K -$18.7K -81 -2%
IIM
655
Ipswich Investment Management
Massachusetts
$782K
LOAMS
656
Lombard Odier Asset Management (Switzerland)
Switzerland
$779K +$496K +2,150 +177%
WFC
657
Western Financial Corp
California
$772K +$31.4K +136 +4%
AFIA
658
America First Investment Advisors
Nebraska
$770K
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$769K -$23.1K -100 -3%
TC
660
Toews Corporation
New Jersey
$764K -$461K -2,000 -38%
KFS
661
Kurt F. Somerville
$764K
FMC
662
First Merchants Corp
Indiana
$764K +$761K +3,300 New
AAM
663
AMI Asset Management
California
$764K +$143K +619 +23%
VBCG
664
Valley Brook Capital Group
Pennsylvania
$763K +$231 +1 +0%
CF
665
Centaurus Financial
California
$763K +$51K +221 +7%
DWA
666
Douglass Winthrop Advisors
New York
$760K
TMAM
667
Tokio Marine Asset Management
Japan
$755K +$103K +448 +16%
BJL
668
Brighton Jones LLC
Washington
$754K +$751K +3,258 New
DT
669
Diversified Trust
Tennessee
$750K +$130K +564 +21%
FIM
670
Fernwood Investment Management
Massachusetts
$747K
VFA
671
Valeo Financial Advisors
Indiana
$735K +$27.4K +119 +4%
KF
672
Krilogy Financial
Missouri
$729K
SSB
673
Sandy Spring Bank
Maryland
$729K -$40.1K -174 -5%
HPC
674
HM Payson & Co
Maine
$728K +$10.4K +45 +1%
BRWA
675
B. Riley Wealth Advisors
Florida
$728K -$376K -1,629 -34%

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.