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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
BHPW
901
Beverly Hills Private Wealth
California
$338K +$337K +1,461 New
AIC
902
Argus Investors Counsel
New York
$338K +$337K +1,460 New
GAM
903
Grandview Asset Management
Pennsylvania
$338K -$922 -4 -0.3%
SAM
904
SignalPoint Asset Management
Missouri
$337K +$231 +1 +0.1%
IA
905
Integrity Advisory
Kansas
$336K -$461 -2 -0.1%
CAM
906
Cypress Asset Management
Texas
$336K -$30K -130 -8%
TPCW
907
TD Private Client Wealth
New York
$335K -$8.3K -36 -2%
BHIA
908
Birch Hill Investment Advisors
Massachusetts
$333K
IAIM
909
International Assets Investment Management
Florida
$333K +$37.8K +164 +13%
CAM
910
Cresset Asset Management
Illinois
$333K -$107K -466 -24%
PWMAG
911
Pinnacle Wealth Management Advisory Group
New Jersey
$332K +$8.99K +39 +3%
FP
912
Foundry Partners
Minnesota
$330K -$198K -860 -38%
VPP
913
Vertex Planning Partners
Illinois
$329K +$328K +1,422 New
WB
914
WesBanco Bank
West Virginia
$327K +$92.2K +400 +39%
FC
915
FORA Capital
Florida
$325K -$947K -4,106 -75%
HWM
916
HB Wealth Management
Georgia
$325K +$30.2K +131 +10%
BIM
917
Baldwin Investment Management
Pennsylvania
$324K
BWL
918
Bogart Wealth LLC
Virginia
$324K +$922 +4 +0.3%
RWA
919
Rooted Wealth Advisors
Illinois
$324K +$323K +1,400 New
CWM
920
Connecticut Wealth Management
Connecticut
$322K
YWP
921
YorkBridge Wealth Partners
New York
$322K
CI
922
Conning Inc
Connecticut
$321K
CP
923
CenterBook Partners
Connecticut
$321K +$320K +1,387 New
CG
924
Caprock Group
Idaho
$320K +$27K +117 +9%
DWP
925
Destiny Wealth Partners
Florida
$318K +$3.92K +17 +1%

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.