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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
SCA
801
Sippican Capital Advisors
Massachusetts
$408K -$11.2K -50 -3%
FRA
802
Front Row Advisors
California
$408K
WP
803
WMS Partners
Maryland
$407K +$1.57K +7 +0.4%
RWM
804
Ritholtz Wealth Management
New York
$405K +$190K +846 +85%
NIC
805
Northwest Investment Counselors
Oregon
$404K
FA
806
FDx Advisors
Illinois
$402K -$97.3K -434 -19%
AIP
807
Ameritas Investment Partners
Nebraska
$402K
MS
808
Madden Securities
Texas
$400K
AFC
809
AFT Forsyth & Company
Florida
$399K
CI
810
Cigna Investments
Connecticut
$398K -$16.8K -75 -4%
FC
811
Forte Capital
New York
$397K +$404K +1,801 New
SC
812
Sepio Capital
Utah
$396K -$284K -1,265 -41%
ESBC
813
E.S. Barr & Co
Kentucky
$394K
TIA
814
Traphagen Investment Advisors
New Jersey
$391K +$896 +4 +0.2%
FNBT
815
FineMark National Bank & Trust
Florida
$390K +$22.4K +100 +6%
ESB
816
Essex Savings Bank
Connecticut
$389K
SAF
817
Smith Anglin Financial
Texas
$388K +$1.79K +8 +0.5%
ZB
818
Zions Bancorporation
Utah
$386K +$365K +1,629 +1,335%
FHA
819
First Horizon Advisors
Tennessee
$385K +$101K +452 +35%
OIA
820
OneDigital Investment Advisors
Kansas
$383K -$4.26K -19 -1%
CHAM
821
Clear Harbor Asset Management
Connecticut
$382K
CFG
822
Cooper Financial Group
California
$382K +$36.3K +162 +10%
AF
823
Allworth Financial
California
$381K +$20.6K +92 +6%
NB
824
Northwest Bancshares
Pennsylvania
$378K -$146K -650 -27%
MBTD
825
Mechanics Bank - Trust Department
California
$377K

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.