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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
MAM
726
Meeder Asset Management
Ohio
$523K +$64.8K +289 +14%
ARC
727
Advisor Resource Council
Texas
$522K +$289K +1,289 +119%
PFS
728
Prospera Financial Services
Texas
$521K +$67.7K +302 +15%
MYIA
729
Mount Yale Investment Advisors
Colorado
$517K -$73.5K -328 -12%
HBT
730
Heartland Bank & Trust
Illinois
$517K +$525K +2,343 New
GWCM
731
Godshalk Welsh Capital Management
Pennsylvania
$516K +$53.8K +240 +11%
ISB
732
Iowa State Bank
Iowa
$513K -$21.7K -97 -4%
WC
733
Woodstock Corp
Massachusetts
$510K -$44.8K -200 -8%
AIA
734
Angeles Investment Advisors
California
$508K -$74.9K -334 -13%
LFA
735
LifeGuide Financial Advisors
Pennsylvania
$508K +$1.12K +5 +0.2%
TWI
736
Thomas White International
Illinois
$507K
CCP
737
Corient Capital Partners
California
$506K +$26.2K +117 +5%
NIM
738
Northeast Investment Management
Massachusetts
$505K
KA
739
Klingman & Associates
New York
$505K +$1.79K +8 +0.4%
WCF
740
West Coast Financial
California
$505K +$23.1K +103 +5%
FP
741
Foundry Partners
Minnesota
$503K +$132K +588 +35%
ABC
742
Associated Banc-Corp
Wisconsin
$499K
VT
743
Vise Technologies
New York
$496K -$335K -1,497 -40%
Fiera Capital (Canada)
744
Fiera Capital (Canada)
Quebec, Canada
$494K
LNC
745
Lincoln National Corp
Pennsylvania
$494K +$224 +1 +0%
EI
746
Ethic Inc
New York
$492K -$134K -599 -21%
CWM
747
CIBC World Markets
New York
$491K -$1.78M -7,963 -78%
TFO
748
Tarbox Family Office
California
$491K -$258K -1,152 -34%
WA1
749
Wimmer Associates 1
California
$491K
PA
750
PFG Advisors
Arizona
$487K +$6.72K +30 +1%

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.