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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
ACA
76
Anchor Capital Advisors
Massachusetts
$55.6M -$415K -1,851 -0.7%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$54.1M -$1.84M -8,202 -3%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$53.3M -$596K -2,659 -1%
KBC Group
79
KBC Group
Belgium
$52.2M -$12.3M -55,070 -19%
Caisse de Depot et Placement du Quebec (CDPQ)
80
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51.8M +$13.4M +59,902 +34%
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$51.5M -$175K -782 -0.3%
Principal Financial Group
82
Principal Financial Group
Iowa
$49.9M -$15.3M -68,291 -23%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$48.6M -$1.11M -4,960 -2%
Canada Life
84
Canada Life
Manitoba, Canada
$48.5M +$420K +1,873 +0.9%
Franklin Resources
85
Franklin Resources
California
$48.4M -$10.9M -48,426 -18%
LPL Financial
86
LPL Financial
California
$46.4M +$520K +2,322 +1%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$43.9M +$8.46M +37,760 +23%
ZIM
88
Zacks Investment Management
Illinois
$43.6M +$749K +3,343 +2%
SOMRS
89
State of Michigan Retirement System
Michigan
$41.9M +$6.81M +30,400 +19%
MAM
90
Martingale Asset Management
Massachusetts
$41.6M -$2.92M -13,049 -6%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$41.3M -$744K -3,318 -2%
National Pension Service
92
National Pension Service
South Korea
$40.9M -$884K -3,945 -2%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$40.4M +$31.6M +140,939 +333%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$40.3M -$10.3M -46,149 -20%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$40.1M +$37.5M +167,393 +1,140%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$38.3M -$674K -3,006 -2%
Alyeska Investment Group
97
Alyeska Investment Group
Illinois
$38.2M +$7.66M +34,167 +25%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$37.8M -$1.56M -6,941 -4%
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37.7M -$346K -1,545 -0.9%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$37.7M +$9.48M +42,306 +33%

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.