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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
EP
851
Edgestream Partners
New Jersey
$347K +$81.6K +364 +30%
CCA
852
Checchi Capital Advisers
California
$345K +$6.95K +31 +2%
5L
853
55I LLC
Massachusetts
$345K +$351K +1,568 New
FNBTCON
854
First National Bank & Trust Co of Newtown
Pennsylvania
$343K
CT
855
Coastline Trust
Rhode Island
$342K
KCM
856
Kanawha Capital Management
Virginia
$342K
RB
857
Renasant Bank
Mississippi
$342K +$26.2K +117 +8%
CCIA
858
Campbell & Co Investment Adviser
Maryland
$341K -$172K -767 -33%
MAM
859
Madison Asset Management
Wisconsin
$341K -$9.86K -44 -3%
FC
860
Financial Consulate
Maryland
$341K +$224 +1 +0.1%
DMBA
861
Deseret Mutual Benefit Administrators
Utah
$340K -$57.4K -256 -14%
ST
862
Somerset Trust
Pennsylvania
$340K +$2.02K +9 +0.6%
GP
863
Girard Partners
Pennsylvania
$340K +$346K +1,543 New
NFG
864
Northeast Financial Group
Pennsylvania
$337K +$224 +1 +0.1%
SFWC
865
Strategic Family Wealth Counselors
New Jersey
$337K
EWM
866
Evercore Wealth Management
New York
$337K +$3.14K +14 +0.9%
MMPW
867
Mitchell McLeod Pugh & Williams
Alabama
$336K +$70.8K +316 +26%
BMC
868
Beaton Management Company
Massachusetts
$333K
SFI
869
Siemens Fonds Invest
Germany
$333K
MWM
870
Meridian Wealth Management
Kentucky
$333K +$17.3K +77 +5%
PA
871
Profund Advisors
Maryland
$332K -$11.9K -53 -3%
TTWM
872
TCV Trust & Wealth Management
Virginia
$331K -$10.3K -46 -3%
MCWS
873
McKinley Carter Wealth Services
West Virginia
$331K
NFG
874
Nadler Financial Group
Illinois
$331K
RPC
875
Rossmore Private Capital
Connecticut
$331K

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.