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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
TNA
976
True North Advisors
Texas
$264K +$461 +2 +0.2%
APA
977
Astoria Portfolio Advisors
New York
$261K +$59.9K +260 +27%
IA
978
IFP Advisors
Florida
$261K -$837K -3,631 -57%
FNB
979
Farmers National Bank
Kentucky
$260K
NB
980
NBT Bank
New York
$259K -$30K -130 -10%
THWM
981
Taylor Hoffman Wealth Management
Virginia
$257K
VWA
982
V Wealth Advisors
Kansas
$257K -$23.5K -102 -8%
KIG
983
Kowal Investment Group
Wisconsin
$257K -$54.9K -238 -18%
MKA
984
M. Kulyk & Associates
Georgia
$257K -$246K -1,065 -49%
RPCA
985
Running Point Capital Advisors
California
$256K -$2.31K -10 -0.9%
FMTCOCP
986
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
AWMG
987
Alliance Wealth Management Group
New Jersey
$255K
FCCM
988
First City Capital Management
Georgia
$255K
TCM
989
Towercrest Capital Management
Pennsylvania
$255K
AWM
990
Aberdeen Wealth Management
Illinois
$254K
Squarepoint
991
Squarepoint
New York
$254K -$18.3M -79,379 -99%
WAL
992
W Advisors LLC
Tennessee
$254K
CCG
993
Cypress Capital Group
Florida
$252K +$251K +1,089 New
HC
994
Hamilton Capital
Ohio
$252K +$251K +1,088 New
DFG
995
Delta Financial Group
New Jersey
$251K +$245K +1,064 New
SFG
996
Sage Financial Group
Pennsylvania
$251K
QPWM
997
Quadrant Private Wealth Management
Pennsylvania
$250K +$249K +1,081 New
W
998
WealthOne
New York
$249K +$231 +1 +0.1%
KFGK
999
Keystone Financial Group (Kentucky)
Kentucky
$249K +$231 +1 +0.1%
FIM
1000
Freedom Investment Management
Connecticut
$249K +$248K +1,075 New

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.