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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
NICM
676
Neo Ivy Capital Management
New York
$722K +$719K +3,120 New
OC
677
Oakworth Capital
Alabama
$712K
DW
678
Domani Wealth
Pennsylvania
$709K -$103K -445 -13%
WPC
679
Waters Parkerson & Co
Louisiana
$704K
FA
680
Faithward Advisors
Pennsylvania
$704K
PA
681
Pinnacle Associates
New York
$703K +$60.4K +262 +9%
CT
682
Caldwell Trust
Florida
$703K -$23.1K -100 -3%
MWM
683
Meridian Wealth Management
Kentucky
$703K +$352K +1,525 +101%
UF
684
Univest Financial
Pennsylvania
$701K
VIA
685
Virtus Investment Advisers
Connecticut
$699K +$356K +1,543 +105%
PWLP
686
Prio Wealth Limited Partnership
Massachusetts
$695K
DWM
687
Dakota Wealth Management
Florida
$691K -$3.69K -16 -0.5%
MRCM
688
M&R Capital Management
New Jersey
$683K +$46.1K +200 +7%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$683K +$33.2K +144 +4%
ACM
690
Acrisure Capital Management
Texas
$682K +$679K +2,943 New
S
691
SignatureFD
Georgia
$680K -$53K -230 -7%
LC
692
Lincoln Capital
Nebraska
$680K -$18.7K -81 -3%
WAM
693
Weatherly Asset Management
California
$679K -$26.5K -115 -4%
SAM
694
Strategy Asset Managers
California
$675K +$461 +2 +0.1%
HJGA
695
Hardman Johnston Global Advisors
Connecticut
$672K
RJT
696
Raymond James Trust
Florida
$671K +$31.8K +138 +5%
ETC
697
Exchange Traded Concepts
Oklahoma
$668K +$6.22K +27 +0.9%
SF
698
Synovus Financial
Georgia
$667K -$32K -139 -5%
CA
699
Claro Advisors
Massachusetts
$662K +$94.8K +411 +17%
HAIM
700
Hunter Associates Investment Management
Pennsylvania
$661K

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.