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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
MPW
951
MGO Private Wealth
California
$285K
CRC
952
Curi RMB Capital
Illinois
$283K +$282K +1,224 New
KA
953
Kintegral Advisory
New York
$280K +$279K +1,211 New
MIM
954
MTM Investment Management
South Carolina
$280K +$1.15K +5 +0.4%
CI
955
CX Institutional
Indiana
$280K +$47.5K +206 +21%
HAFS
956
Hapanowicz & Associates Financial Services
Pennsylvania
$278K
FDCC
957
Foster Dykema Cabot & Co
Massachusetts
$274K -$24.2K -105 -8%
PCS
958
Personal CFO Solutions
New Jersey
$274K +$273K +1,182 New
FCFC
959
First Citizens Financial Corp
Iowa
$273K
GCP
960
Gill Capital Partners
Colorado
$272K +$271K +1,174 New
HVIA
961
Hudson Valley Investment Advisors
New York
$271K
SRC
962
Shufro Rose & Co
New York
$270K +$12.2K +53 +5%
CYG
963
Clean Yield Group
Vermont
$270K +$15.2K +66 +6%
MSWM
964
McGlone Suttner Wealth Management
Wisconsin
$269K +$268K +1,162 New
RCAG
965
Rehmann Capital Advisory Group
Michigan
$269K +$461 +2 +0.2%
PI
966
PFS Investments
Georgia
$268K +$10.6K +46 +4%
AAS
967
Ameritas Advisory Services
Nebraska
$267K +$266K +1,153 New
NMG
968
New Millennium Group
Utah
$267K +$231 +1 +0.1%
VWM
969
Valley Wealth Managers
New Jersey
$266K -$43.3K -188 -14%
GWM
970
Graybill Wealth Management
Illinois
$266K
LFA
971
LGT Financial Advisors
Texas
$266K +$265K +1,148 New
AWA
972
Arkadios Wealth Advisors
Georgia
$266K +$19.6K +85 +8%
CWP
973
CFM Wealth Partners
Texas
$266K
TF
974
Trek Financial
Arizona
$266K +$42.7K +185 +19%
AA
975
AlphaCentric Advisors
Puerto Rico
$265K +$54.6K +237 +26%

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.