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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
EI
751
Ethic Inc
New York
$534K +$16.8K +73 +3%
WW
752
Westshore Wealth
California
$533K +$530K +2,300 New
NIM
753
Northeast Investment Management
Massachusetts
$531K
Bank Julius Baer & Co
754
Bank Julius Baer & Co
Switzerland
$529K +$137K +596 +35%
KA
755
Klingman & Associates
New York
$527K -$3.92K -17 -0.7%
FRM
756
Fox Run Management
Connecticut
$525K +$95.7K +415 +22%
ABC
757
Associated Banc-Corp
Wisconsin
$524K
Fiera Capital (Canada)
758
Fiera Capital (Canada)
Quebec, Canada
$519K
MA
759
Mutual Advisors
Nebraska
$517K +$26.3K +114 +5%
HBT
760
Heartland Bank & Trust
Illinois
$515K -$27.9K -121 -5%
WEG
761
World Equity Group
Illinois
$514K +$512K +2,219 New
MFA
762
McClarren Financial Advisors
Pennsylvania
$511K +$2.08K +9 +0.4%
CFGS
763
Concourse Financial Group Securities
Alabama
$510K +$17.5K +76 +4%
EGA
764
E&G Advisors
Texas
$509K +$23.1K +100 +5%
SIA
765
Schear Investment Advisers
Ohio
$509K +$507K +2,197 New
DSC
766
Duncker Streett & Co
Missouri
$508K
APF
767
Alaska Permanent Fund
Alaska
$506K +$3.46K +15 +0.7%
FHB
768
First Hawaiian Bank
Hawaii
$504K -$196K -848 -28%
9WM
769
9258 Wealth Management
Ohio
$500K
SSG
770
Summit Securities Group
New York
$497K -$1.05M -4,565 -68%
CS
771
Cannell & Spears
New York
$494K
OAM
772
Occidental Asset Management
California
$492K -$4.61K -20 -0.9%
CAMG
773
CWA Asset Management Group
Florida
$492K +$32.3K +140 +7%
QT
774
Quantamental Technologies
New York
$488K +$486K +2,106 New
GWCM
775
Godshalk Welsh Capital Management
Pennsylvania
$486K -$55.3K -240 -10%

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.