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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
ESBC
826
E.S. Barr & Co
Kentucky
$414K
TIA
827
Traphagen Investment Advisors
New Jersey
$413K +$2.77K +12 +0.7%
BCA
828
Bay Colony Advisors
Massachusetts
$413K +$411K +1,782 New
SC
829
Sepio Capital
Utah
$412K -$3.69K -16 -0.9%
AF
830
Allworth Financial
California
$412K +$11.5K +50 +3%
OIA
831
OneDigital Investment Advisors
Kansas
$411K +$8.53K +37 +2%
ACM
832
Altrius Capital Management
North Carolina
$409K +$408K +1,768 New
FNBT
833
FineMark National Bank & Trust
Florida
$409K
ESB
834
Essex Savings Bank
Connecticut
$409K
MPW
835
Monterey Private Wealth
California
$406K +$404K +1,754 New
TWI
836
Thomas White International
Illinois
$403K -$129K -558 -24%
PFM
837
Parsec Financial Management
North Carolina
$401K -$64.6K -280 -14%
CHAM
838
Clear Harbor Asset Management
Connecticut
$401K
MCM
839
Monument Capital Management
Virginia
$400K +$33K +143 +9%
IC
840
Inscription Capital
Texas
$398K -$181K -785 -31%
NB
841
Northwest Bancshares
Pennsylvania
$397K
RWM
842
Ritholtz Wealth Management
New York
$397K -$27.7K -120 -7%
AIP
843
Ameritas Investment Partners
Nebraska
$397K
NL
844
NWAM LLC
Washington
$396K +$60.6K +263 +18%
MBTD
845
Mechanics Bank - Trust Department
California
$396K
EFS
846
Essex Financial Services
Connecticut
$395K +$3.46K +15 +0.9%
MC
847
Machina Capital
France
$394K +$392K +1,700 New
VIA
848
Vident Investment Advisory
Georgia
$392K -$1.52M -6,581 -80%
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$392K
MCM
850
MAI Capital Management
Ohio
$391K +$389K +1,688 New

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.