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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
HIG
776
Heritage Investment Group
Florida
$483K
FHA
777
Flagship Harbor Advisors
Massachusetts
$482K +$461 +2 +0.1%
SFA
778
Sequoia Financial Advisors
Ohio
$476K +$474K +2,057 New
TF
779
Tompkins Financial
New York
$472K
WA1
780
Wimmer Associates 1
California
$471K -$4.61K -20 -1%
PTC
781
Petrus Trust Company
Texas
$470K +$251K +1,090 +116%
RWA
782
River Wealth Advisors
Pennsylvania
$468K +$159K +690 +52%
BEC
783
Blue Edge Capital
Virginia
$463K
MCM
784
Mainstay Capital Management
Michigan
$463K
CNBTD
785
Citizens National Bank Trust Department
Mississippi
$463K
WCF
786
West Coast Financial
California
$457K -$73.3K -318 -14%
TA
787
Townsend & Associates
Colorado
$456K
CCIA
788
Campbell & Co Investment Adviser
Maryland
$455K +$96.4K +418 +27%
CFG
789
Cooper Financial Group
California
$454K +$52.6K +228 +13%
PBC
790
Pavion Blue Capital
California
$452K
LC
791
Lindbrook Capital
California
$449K +$5.07K +22 +1%
CGL
792
Clarius Group LLC
Washington
$448K +$11.8K +51 +3%
VT
793
Vise Technologies
New York
$446K -$74.5K -323 -14%
AWC
794
Abundance Wealth Counselors
Pennsylvania
$443K +$442K +1,915 New
PAG
795
Private Advisor Group
New Jersey
$441K +$812K +3,522 +34%
SB
796
Simmons Bank
Arkansas
$441K +$7.15K +31 +2%
BAM
797
Belpointe Asset Management
Nevada
$440K -$461 -2 -0.1%
IWC
798
Integrated Wealth Concepts
Massachusetts
$440K -$18.9K -82 -4%
LNB
799
Ledyard National Bank
$440K
EP
800
Edgestream Partners
New Jersey
$440K +$74.7K +324 +21%

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.