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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
CWM
901
Connecticut Wealth Management
Connecticut
$307K +$312K +1,391 New
CI
902
Conning Inc
Connecticut
$306K -$28.7K -128 -8%
YWP
903
YorkBridge Wealth Partners
New York
$306K
SFO
904
Stokes Family Office
Louisiana
$306K +$25.8K +115 +9%
VDI
905
Vaughan David Investments
Illinois
$305K
LWM
906
Laidlaw Wealth Management
New York
$300K +$305K +1,360 New
CIA
907
Choate Investment Advisors
Massachusetts
$300K +$305K +1,361 New
TCM
908
Teza Capital Management
Illinois
$299K -$1.31M -5,835 -81%
DWP
909
Destiny Wealth Partners
Florida
$299K +$78.9K +352 +35%
MA
910
MUFG Americas
New York
$298K -$48.2K -215 -14%
KIG
911
Kowal Investment Group
Wisconsin
$297K +$60.7K +271 +25%
CPIG
912
Chicago Partners Investment Group
Illinois
$296K +$5.16K +23 +2%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$296K +$6.72K +30 +2%
VWM
914
Valley Wealth Managers
New Jersey
$295K -$896 -4 -0.3%
MJRIC
915
Mogy Joel R Investment Counsel
California
$294K
BWM
916
BCGM Wealth Management
Indiana
$294K +$1.34K +6 +0.5%
CG
917
Colony Group
Massachusetts
$293K
RWA
918
River Wealth Advisors
Pennsylvania
$293K
KCM
919
Kornitzer Capital Management
Kansas
$290K
BFA
920
Beaumont Financial Advisors
Massachusetts
$289K
AOWM
921
Alpha Omega Wealth Management
Virginia
$289K +$16.8K +75 +6%
P
922
Pitcairn
Pennsylvania
$288K -$7.17K -32 -2%
GIA
923
Gladstone Institutional Advisory
Florida
$287K -$31.6K -141 -10%
ET
924
Equitable Trust
Tennessee
$287K
HBT
925
Hills Bank & Trust
Iowa
$284K -$7.4K -33 -2%

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.