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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
HVIA
951
Hudson Valley Investment Advisors
New York
$258K
WA
952
Wealth Alliance
New York
$258K +$1.79K +8 +0.7%
RCAG
953
Rehmann Capital Advisory Group
Michigan
$256K -$14.1K -63 -5%
CAAS
954
Capital Asset Advisory Services
Michigan
$255K +$260K +1,158 New
WP
955
WealthShield Partners
North Carolina
$254K
RIA
956
Realta Investment Advisors
Delaware
$254K +$55.6K +248 +27%
GWM
957
Graybill Wealth Management
Illinois
$254K +$258K +1,150 New
CWP
958
CFM Wealth Partners
Texas
$253K
NMG
959
New Millennium Group
Utah
$253K +$10.5K +47 +4%
ATPW
960
Ashton Thomas Private Wealth
Arizona
$252K +$8.52K +38 +3%
TNA
961
True North Advisors
Texas
$251K -$244K -1,088 -49%
HW
962
Hancock Whitney
Mississippi
$248K +$15K +67 +6%
FNB
963
Farmers National Bank
Kentucky
$247K +$4.93K +22 +2%
HCP
964
Hexagon Capital Partners
Arkansas
$246K -$243K -1,085 -49%
SRC
965
Shufro Rose & Co
New York
$246K +$7.62K +34 +3%
RPCA
966
Running Point Capital Advisors
California
$246K +$12.3K +55 +5%
Jones Financial Companies
967
Jones Financial Companies
Missouri
$246K +$157K +702 +170%
THWM
968
Taylor Hoffman Wealth Management
Virginia
$245K
AWMG
969
Alliance Wealth Management Group
New Jersey
$243K
CYG
970
Clean Yield Group
Vermont
$243K
FMTCOCP
971
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$243K
FCCM
972
First City Capital Management
Georgia
$243K
TCM
973
Towercrest Capital Management
Pennsylvania
$243K
PCA
974
Personal Capital Advisors
California
$243K +$247K +1,100 New
AWM
975
Aberdeen Wealth Management
Illinois
$242K

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.