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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
TA
776
Townsend & Associates
Colorado
$439K +$426K +1,900 New
CAMG
777
CWA Asset Management Group
Florida
$437K -$4.03K -18 -0.9%
Members Trust
778
Members Trust
Florida
$437K +$75.8K +338 +21%
IWC
779
Integrated Wealth Concepts
Massachusetts
$437K +$169K +752 +61%
WEPOG
780
Wealth Enhancement & Preservation of GA
Georgia
$435K -$737K -3,289 -63%
PBC
781
Pavion Blue Capital
California
$430K
JAM
782
Jupiter Asset Management
United Kingdom
$429K -$29.4K -131 -6%
CB
783
Community Bank
New York
$427K
CAM
784
Cresset Asset Management
Illinois
$427K +$148K +661 +52%
PP
785
Paloma Partners
Connecticut
$425K -$4.8M -21,432 -92%
LC
786
Lindbrook Capital
California
$423K +$14.8K +66 +4%
BAM
787
Belpointe Asset Management
Nevada
$421K +$97.7K +436 +30%
NWM
788
Northcape Wealth Management
New York
$421K +$428K +1,909 New
GD
789
Grandfield & Dodd
New York
$420K
LNB
790
Ledyard National Bank
$419K
SWMG
791
Sanchez Wealth Management Group
Florida
$419K
IIC
792
Ironwood Investment Counsel
Arizona
$415K -$45.7K -204 -10%
CCP
793
Cassia Capital Partners
North Carolina
$415K +$23.8K +106 +6%
CGL
794
Clarius Group LLC
Washington
$415K +$30K +134 +8%
RC
795
RegentAtlantic Capital
New Jersey
$415K +$40.1K +179 +11%
SWM
796
Silverlake Wealth Management
Vermont
$413K +$224 +1 +0.1%
HCM
797
Hall Capital Management
Rhode Island
$413K
SB
798
Simmons Bank
Arkansas
$413K +$6.95K +31 +2%
Luther King Capital Management (LKCM)
799
Luther King Capital Management (LKCM)
Texas
$411K -$50.6K -226 -11%
FRM
800
Fox Run Management
Connecticut
$409K -$180K -804 -30%

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.