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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
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
$659K +$231 +1 +0%
PIMG
702
Patriot Investment Management Group
Tennessee
$659K -$922 -4 -0.1%
CFO
703
Colony Family Offices
North Carolina
$647K -$124K -539 -16%
FB
704
Fulton Bank
Pennsylvania
$643K -$3.69K -16 -0.6%
WEPOG
705
Wealth Enhancement & Preservation of GA
Georgia
$640K +$183K +792 +40%
WA
706
WealthTrust Axiom
Pennsylvania
$639K
ZB
707
Zions Bancorporation
Utah
$639K +$233K +1,010 +58%
FAT
708
First American Trust
California
$639K
JWCA
709
J.W. Cole Advisors
Florida
$636K -$47.3K -205 -7%
AM
710
AGF Management
Ontario, Canada
$625K +$622K +2,699 New
TCOV
711
Trust Company of Vermont
Vermont
$625K -$4.61K -20 -0.7%
GT
712
Glenview Trust
Kentucky
$623K
FG
713
Foster Group
Iowa
$617K +$3K +13 +0.5%
SA
714
SL Advisors
New Jersey
$616K
AWAG
715
ARS Wealth Advisors Group
Florida
$613K -$12.7K -55 -2%
AM
716
Atwater Malick
Pennsylvania
$609K
CP
717
Coho Partners
Pennsylvania
$606K
HI
718
Hudock Inc
Pennsylvania
$604K +$1.15K +5 +0.2%
PL
719
Parthenon LLC
Kentucky
$602K
RSWM
720
Robertson Stephens Wealth Management
California
$599K -$5.99K -26 -1%
CAM
721
Columbia Asset Management
Michigan
$599K
OWP
722
Obermeyer Wealth Partners
Colorado
$597K
CWM
723
Congress Wealth Management
Massachusetts
$592K +$104K +451 +21%
QCM
724
Quantinno Capital Management
New York
$588K -$168K -727 -22%
GCMG
725
Gyroscope Capital Management Group
Florida
$586K +$20.1K +87 +4%

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.