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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
GD
801
Grandfield & Dodd
New York
$439K
FC
802
Forte Capital
New York
$439K +$21.9K +95 +5%
DLA
803
Douglas Lane & Associates
New York
$439K -$40.3K -175 -8%
SAF
804
Smith Anglin Financial
Texas
$438K +$30.2K +131 +7%
SWM
805
Silverlake Wealth Management
Vermont
$434K +$231 +1 +0.1%
HCM
806
Hall Capital Management
Rhode Island
$434K
PWP
807
Principle Wealth Partners
Connecticut
$433K
QCG
808
Quadrant Capital Group
Ohio
$433K +$95.4K +414 +28%
Luther King Capital Management (LKCM)
809
Luther King Capital Management (LKCM)
Texas
$431K
Lido Advisors
810
Lido Advisors
California
$430K +$38.3K +166 +10%
FL
811
Fort LP
Maryland
$430K -$174K -754 -29%
FRA
812
Front Row Advisors
California
$428K
SCA
813
Sippican Capital Advisors
Massachusetts
$428K
WP
814
WMS Partners
Maryland
$427K
CCM
815
Coldstream Capital Management
Washington
$425K +$423K +1,836 New
NIC
816
Northwest Investment Counselors
Oregon
$424K
AFC
817
AFT Forsyth & Company
Florida
$419K
CI
818
Cigna Investments
Connecticut
$419K
SCM
819
Stevens Capital Management
Pennsylvania
$419K +$418K +1,811 New
LNC
820
Lincoln National Corp
Pennsylvania
$419K -$100K -435 -19%
MS
821
Madden Securities
Texas
$417K -$3.46K -15 -0.8%
MCWS
822
McKinley Carter Wealth Services
West Virginia
$417K +$69.2K +300 +20%
SWMG
823
Sanchez Wealth Management Group
Florida
$417K -$23.7K -103 -5%
FHA
824
First Horizon Advisors
Tennessee
$415K +$10.1K +44 +3%
IIC
825
Ironwood Investment Counsel
Arizona
$414K -$22.4K -97 -5%

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.