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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
AM
701
Atwater Malick
Pennsylvania
$580K
CP
702
Coho Partners
Pennsylvania
$577K
FL
703
Fort LP
Maryland
$576K -$435K -1,941 -43%
RSWM
704
Robertson Stephens Wealth Management
California
$576K +$4.93K +22 +0.8%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$574K +$6.28K +28 +1%
PL
706
Parthenon LLC
Kentucky
$573K
HI
707
Hudock Inc
Pennsylvania
$573K +$1.12K +5 +0.2%
AWM
708
Apollon Wealth Management
South Carolina
$572K +$15.5K +69 +3%
CAM
709
Columbia Asset Management
Michigan
$570K
OWP
710
Obermeyer Wealth Partners
Colorado
$569K -$476K -2,125 -45%
ATC
711
Argent Trust Co
Tennessee
$563K +$99.1K +442 +21%
AP
712
Advisors Preferred
Maryland
$561K -$120K -535 -18%
BBA
713
Baader Bank Aktiengesellschaft
Germany
$560K -$132K -590 -19%
CS
714
Comerica Securities
Michigan
$556K +$224 +1 +0%
IC
715
Inscription Capital
Texas
$552K +$224 +1 +0%
CC
716
Courier Capital
New York
$549K +$4.03K +18 +0.7%
GTAM
717
Global Trust Asset Management
Florida
$546K
SC
718
Schulhoff & Co
Ohio
$546K
GCMG
719
Gyroscope Capital Management Group
Florida
$539K -$28K -125 -5%
HHAA
720
Henry H. Armstrong Associates
Pennsylvania
$536K
WAOTB
721
Wealth Advisors of Tampa Bay
Florida
$529K -$538K -2,400 -50%
AMG
722
Advisors Management Group
Wisconsin
$529K
CA
723
Claro Advisors
Massachusetts
$526K
SMF
724
Sterling Manor Financial
New York
$526K +$534K +2,384 New
JWWM
725
Johnson & White Wealth Management
Pennsylvania
$525K +$534K +2,382 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.