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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
OPS
851
Orion Portfolio Solutions
Nebraska
$389K +$107K +462 +38%
HFM
852
Hartford Financial Management
Connecticut
$388K +$461 +2 +0.1%
FA
853
FDx Advisors
Illinois
$387K -$35K -152 -8%
MAS
854
Meeder Advisory Services
Ohio
$387K +$385K +1,671 New
CFS
855
Cannon Financial Strategists
Georgia
$384K
SWM
856
SeaCrest Wealth Management
New York
$384K
MOS
857
MGO One Seven
Ohio
$381K -$19.6K -85 -5%
LWM
858
Laidlaw Wealth Management
New York
$380K +$64.3K +279 +21%
IP
859
Ignite Planners
California
$378K -$7.61K -33 -2%
AR
860
Apeiron RIA
Texas
$377K +$4.84K +21 +1%
FMAEN1
861
Fund Management at Engine No 1
California
$375K +$47.7K +207 +15%
MA
862
Montag & Associates
Georgia
$374K
ZF
863
Zhang Financial
Michigan
$372K -$692 -3 -0.2%
NG
864
Northstar Group
New York
$371K
IWM
865
IHT Wealth Management
Illinois
$368K +$33.2K +144 +10%
FNBOH
866
First National Bank of Hutchinson
Kansas
$367K
KA
867
KLCM Advisors
Wisconsin
$363K -$23.1K -100 -6%
ATPW
868
Ashton Thomas Private Wealth
Arizona
$362K +$97.3K +422 +37%
AC
869
Avestar Capital
New York
$361K -$9.91K -43 -3%
FNBTCON
870
First National Bank & Trust Co of Newtown
Pennsylvania
$361K
SFO
871
Stokes Family Office
Louisiana
$360K +$38.5K +167 +12%
KCM
872
Kanawha Capital Management
Virginia
$359K
CT
873
Coastline Trust
Rhode Island
$359K
FC
874
Financial Consulate
Maryland
$358K +$231 +1 +0.1%
MSFS
875
Main Street Financial Solutions
Pennsylvania
$357K -$9.45K -41 -3%

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.