We are live on ! Find out more

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
STC
876
Sarah T. Connolly
$331K
LRPA
877
L. Roy Papp & Associates
Arizona
$330K
TPCW
878
TD Private Client Wealth
New York
$327K -$31.6K -141 -9%
SIA
879
Schechter Investment Advisors
Michigan
$326K +$8.74K +39 +3%
BB
880
Berkshire Bank
Massachusetts
$325K
VIA
881
Virtus Investment Advisers
Connecticut
$325K +$330K +1,474 New
CIS
882
Connors Investor Services
Pennsylvania
$324K
JCM
883
J2 Capital Management
Michigan
$324K
NA
884
Navellier & Associates
Nevada
$324K +$1.57K +7 +0.5%
MNBTD
885
Moody National Bank Trust Division
Texas
$323K
WFA
886
Wipfli Financial Advisors
Wisconsin
$323K +$328K +1,465 New
GAM
887
Grandview Asset Management
Pennsylvania
$322K +$11K +49 +3%
IA
888
Integrity Advisory
Kansas
$321K -$5.38K -24 -2%
BS
889
Bessemer Securities
New York
$321K
QCG
890
Quadrant Capital Group
Ohio
$321K +$37.9K +169 +13%
NL
891
NWAM LLC
Washington
$320K -$125K -557 -28%
SAM
892
SignalPoint Asset Management
Missouri
$320K
IWM
893
IHT Wealth Management
Illinois
$319K +$324K +1,445 New
BHIA
894
Birch Hill Investment Advisors
Massachusetts
$317K
O
895
Ossiam
France
$311K -$19.5M -86,996 -98%
FMAEN1
896
Fund Management at Engine No 1
California
$311K -$13.9K -62 -4%
TSS
897
Two Sigma Securities
New York
$310K -$4.03K -18 -1%
AWM
898
Accurate Wealth Management
Florida
$309K +$309K +1,381 New
PWMAG
899
Pinnacle Wealth Management Advisory Group
New Jersey
$308K -$60.3K -269 -16%
BWL
900
Bogart Wealth LLC
Virginia
$308K +$10.5K +47 +3%

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.