We are live on ! Find out more

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
MFA
751
McClarren Financial Advisors
Pennsylvania
$485K +$493K +2,200 New
CIA
752
Capital Investment Advisors
Georgia
$483K -$27.3K -122 -5%
DSC
753
Duncker Streett & Co
Missouri
$483K
MKA
754
M. Kulyk & Associates
Georgia
$479K
APF
755
Alaska Permanent Fund
Alaska
$478K +$52K +232 +12%
ESCM
756
Echo Street Capital Management
New York
$476K -$350K -1,562 -42%
9WM
757
9258 Wealth Management
Ohio
$476K -$45.5K -203 -9%
OAM
758
Occidental Asset Management
California
$473K -$18.8K -84 -4%
CS
759
Cannell & Spears
New York
$471K
HA
760
Herold Advisors
New York
$471K
CFGS
761
Concourse Financial Group Securities
Alabama
$468K +$56.7K +253 +14%
MA
762
Mutual Advisors
Nebraska
$467K +$33.8K +151 +8%
CWM
763
Congress Wealth Management
Massachusetts
$465K +$472K +2,107 New
EGA
764
E&G Advisors
Texas
$463K
BDF
765
Balasa Dinverno & Foltz
$462K +$470K +2,096 New
FHA
766
Flagship Harbor Advisors
Massachusetts
$459K -$2.69K -12 -0.6%
HIG
767
Heritage Investment Group
Florida
$459K
DLA
768
Douglas Lane & Associates
New York
$456K -$2.24K -10 -0.5%
IP
769
Ignite Planners
California
$452K +$54.9K +245 +14%
TF
770
Tompkins Financial
New York
$449K
PFM
771
Parsec Financial Management
North Carolina
$444K +$3.81K +17 +0.9%
TWC
772
TD Waterhouse Canada
Ontario, Canada
$444K -$2.02K -9 -0.6%
CNBTD
773
Citizens National Bank Trust Department
Mississippi
$441K
MCM
774
Mainstay Capital Management
Michigan
$441K
BEC
775
Blue Edge Capital
Virginia
$441K

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.