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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
LFAS
726
Level Four Advisory Services
Texas
$585K -$146K -633 -20%
CS
727
Comerica Securities
Michigan
$584K
CIA
728
Capital Investment Advisors
Georgia
$584K +$76.5K +332 +15%
ATC
729
Argent Trust Co
Tennessee
$581K -$10.1K -44 -2%
AP
730
Advisors Preferred
Maryland
$580K +$13.8K +60 +2%
CC
731
Courier Capital
New York
$576K
BBL
732
Beck Bode LLC
Massachusetts
$575K +$572K +2,483 New
SC
733
Schulhoff & Co
Ohio
$575K
SG Americas Securities
734
SG Americas Securities
New York
$568K -$1.09M -4,719 -66%
HA
735
Herold Advisors
New York
$565K +$69.2K +300 +14%
HHAA
736
Henry H. Armstrong Associates
Pennsylvania
$563K
GTAM
737
Global Trust Asset Management
Florida
$556K -$17.3K -75 -3%
AMG
738
Advisors Management Group
Wisconsin
$556K
WAOTB
739
Wealth Advisors of Tampa Bay
Florida
$556K
WI
740
Wintrust Investments
Illinois
$555K +$261K +1,132 +89%
PCH
741
PGIM Custom Harvest
New Jersey
$555K +$552K +2,396 New
MYIA
742
Mount Yale Investment Advisors
Colorado
$554K +$11.1K +48 +2%
SMF
743
Sterling Manor Financial
New York
$552K
RZH
744
Relyea Zuckerberg Hanson
Connecticut
$547K +$171K +741 +46%
AIA
745
Angeles Investment Advisors
California
$544K +$10.1K +44 +2%
ISB
746
Iowa State Bank
Iowa
$539K
TWC
747
TD Waterhouse Canada
Ontario, Canada
$539K +$37.1K +161 +10%
WC
748
Woodstock Corp
Massachusetts
$536K
ARC
749
Advisor Resource Council
Texas
$535K -$12.9K -56 -2%
LFA
750
LifeGuide Financial Advisors
Pennsylvania
$535K +$1.38K +6 +0.3%

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.