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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
CRI
876
Colonial River Investments
Virginia
$356K -$13.6K -59 -4%
EWM
877
Evercore Wealth Management
New York
$356K +$2.54K +11 +0.7%
PWM
878
Perigon Wealth Management
California
$355K +$82.5K +358 +30%
CT
879
Cambridge Trust
Massachusetts
$354K -$17.1K -74 -5%
NFG
880
Northeast Financial Group
Pennsylvania
$354K
SFWC
881
Strategic Family Wealth Counselors
New Jersey
$354K
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$353K
JCM
883
J2 Capital Management
Michigan
$353K +$12.4K +54 +4%
CCP
884
Cassia Capital Partners
North Carolina
$353K -$82.3K -357 -19%
PWM
885
Peterson Wealth Management
Nevada
$352K -$30K -130 -8%
PA
886
Profund Advisors
Maryland
$351K +$2.08K +9 +0.6%
BC
887
Bridgefront Capital
Texas
$351K +$350K +1,516 New
BMC
888
Beaton Management Company
Massachusetts
$349K
TTWM
889
TCV Trust & Wealth Management
Virginia
$348K
RPC
890
Rossmore Private Capital
Connecticut
$348K
NFG
891
Nadler Financial Group
Illinois
$347K
OBGC
892
O'Brien Greene & Co
Pennsylvania
$347K -$697K -3,024 -67%
GP
893
Girard Partners
Pennsylvania
$347K -$10.6K -46 -3%
LRPA
894
L. Roy Papp & Associates
Arizona
$346K
SIA
895
Schechter Investment Advisors
Michigan
$345K +$2.77K +12 +0.8%
CCA
896
Checchi Capital Advisers
California
$342K -$20.5K -89 -6%
NA
897
Navellier & Associates
Nevada
$342K +$1.61K +7 +0.5%
BB
898
Berkshire Bank
Massachusetts
$342K
CIS
899
Connors Investor Services
Pennsylvania
$340K
MNBTD
900
Moody National Bank Trust Division
Texas
$340K

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.