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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
EFS
826
Essex Financial Services
Connecticut
$373K -$224 -1 -0.1%
Lido Advisors
827
Lido Advisors
California
$373K +$2.46K +11 +0.7%
CSPIA
828
Cary Street Partners Investment Advisory
Virginia
$373K +$266K +1,186 +233%
Bank Julius Baer & Co
829
Bank Julius Baer & Co
Switzerland
$372K -$35K -156 -8%
HFM
830
Hartford Financial Management
Connecticut
$369K +$448 +2 +0.1%
KA
831
KLCM Advisors
Wisconsin
$368K -$4.71K -21 -1%
SWM
832
SeaCrest Wealth Management
New York
$366K -$49.5K -221 -12%
CFS
833
Cannon Financial Strategists
Georgia
$366K
PWM
834
Peterson Wealth Management
Nevada
$364K +$91K +406 +33%
AR
835
Apeiron RIA
Texas
$362K +$360K +1,606 New
RZH
836
Relyea Zuckerberg Hanson
Connecticut
$357K +$24K +107 +7%
MA
837
Montag & Associates
Georgia
$356K +$26.2K +117 +8%
ZF
838
Zhang Financial
Michigan
$355K
AC
839
Avestar Capital
New York
$354K +$16.4K +73 +5%
NG
840
Northstar Group
New York
$353K
TL
841
Tradewinds LLC
North Carolina
$353K
CT
842
Cambridge Trust
Massachusetts
$353K +$5.38K +24 +2%
CRI
843
Colonial River Investments
Virginia
$352K -$41.2K -184 -10%
RTS
844
Round Table Services
New Jersey
$352K
FNBOH
845
First National Bank of Hutchinson
Kansas
$350K +$31.8K +142 +10%
MCM
846
Monument Capital Management
Virginia
$350K +$355K +1,585 New
MSFS
847
Main Street Financial Solutions
Pennsylvania
$349K -$16.1K -72 -4%
CAM
848
Cypress Asset Management
Texas
$348K
CPIA
849
Cornell Pochily Investment Advisors
New York
$347K
CFA
850
CWS Financial Advisors
Michigan
$347K

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.