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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
FDCC
926
Foster Dykema Cabot & Co
Massachusetts
$284K
IAIM
927
International Assets Investment Management
Florida
$281K +$4.48K +20 +2%
LWM
928
Liberty Wealth Management
California
$281K +$69.3K +309 +32%
NAM
929
NTV Asset Management
West Virginia
$280K +$448 +2 +0.2%
HWM
930
HB Wealth Management
Georgia
$280K +$18.6K +83 +7%
CL
931
CPWM LLC
Washington
$279K -$46.8K -209 -14%
WI
932
Wintrust Investments
Illinois
$279K +$27.1K +121 +11%
AG
933
AlphaSimPlex Group
Massachusetts
$279K +$284K +1,266 New
CG
934
Caprock Group
Idaho
$279K +$284K +1,267 New
TWA
935
TPB Wealth Advisors
Texas
$278K -$40.3K -180 -13%
SAMT
936
Select Asset Management & Trust
Pennsylvania
$276K
NB
937
NBT Bank
New York
$275K -$67.2K -300 -19%
SFS
938
Strategic Financial Services
New York
$274K
HIA
939
Harbor Investment Advisory
Maryland
$273K -$7.62K -34 -3%
MPW
940
MGO Private Wealth
California
$272K +$276K +1,233 New
LCM
941
Lewis Capital Management
California
$269K
OPS
942
Orion Portfolio Solutions
Nebraska
$269K +$273K +1,219 New
LOAMS
943
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K -$597K -2,665 -69%
VWA
944
V Wealth Advisors
Kansas
$267K +$43K +192 +19%
RA
945
RFG Advisory
Alabama
$267K +$260K +1,158 New
MIM
946
MTM Investment Management
South Carolina
$266K +$1.34K +6 +0.5%
HAFS
947
Hapanowicz & Associates Financial Services
Pennsylvania
$265K
PCIA
948
Prime Capital Investment Advisors
Kansas
$260K -$18.2K -81 -6%
FCFC
949
First Citizens Financial Corp
Iowa
$260K
PWM
950
Perigon Wealth Management
California
$259K +$6.72K +30 +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.