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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
CPIA
926
Cornell Pochily Investment Advisors
New York
$318K -$46.1K -200 -13%
RB
927
Renasant Bank
Mississippi
$317K -$41.5K -180 -12%
VDI
928
Vaughan David Investments
Illinois
$317K -$3K -13 -0.9%
CPIG
929
Chicago Partners Investment Group
Illinois
$311K +$5.07K +22 +2%
WA
930
Wealth Alliance
New York
$309K +$38K +165 +14%
MJRIC
931
Mogy Joel R Investment Counsel
California
$309K
RIA
932
Realta Investment Advisors
Delaware
$308K +$41.3K +179 +16%
GCM
933
Gallacher Capital Management
Colorado
$308K +$307K +1,332 New
P
934
Pitcairn
Pennsylvania
$305K +$3K +13 +1%
KCM
935
Kornitzer Capital Management
Kansas
$305K
PCIA
936
Prime Capital Investment Advisors
Kansas
$303K +$30.2K +131 +11%
AOWM
937
Alpha Omega Wealth Management
Virginia
$303K
BFA
938
Beaumont Financial Advisors
Massachusetts
$303K
CG
939
Colony Group
Massachusetts
$303K -$4.84K -21 -2%
MAM
940
Madison Asset Management
Wisconsin
$302K -$56.5K -245 -16%
STC
941
Sarah T. Connolly
$301K -$46.1K -200 -13%
ET
942
Equitable Trust
Tennessee
$301K
HBT
943
Hills Bank & Trust
Iowa
$298K
NAM
944
NTV Asset Management
West Virginia
$295K
TWA
945
TPB Wealth Advisors
Texas
$292K
BWM
946
BCGM Wealth Management
Indiana
$291K +$1.15K +5 +0.4%
SS
947
Simplicity Solutions
Minnesota
$289K +$42.2K +183 +17%
SAMT
948
Select Asset Management & Trust
Pennsylvania
$289K
SFS
949
Strategic Financial Services
New York
$288K
HIA
950
Harbor Investment Advisory
Maryland
$287K +$231 +1 +0.1%

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.