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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
GWM
1001
Gitterman Wealth Management
New Jersey
$221K +$222K +989 New
CDH
1002
Charles D. Hyman
$220K
GF
1003
Gabelli Funds
New York
$220K
HCA
1004
Horan Capital Advisors
Ohio
$220K
MWM
1005
Mattern Wealth Management
Kansas
$220K
WOSD
1006
WFA of San Diego
California
$220K +$216K +965 +2,757%
SWM
1007
Spire Wealth Management
Virginia
$218K -$1.3M -5,814 -85%
AWA
1008
Arete Wealth Advisors
Illinois
$214K +$217K +969 New
TF
1009
Trek Financial
Arizona
$212K -$205K -915 -49%
HI
1010
Harbour Investments
Wisconsin
$212K
PWMG
1011
Prestige Wealth Management Group
New Jersey
$212K +$38.5K +172 +22%
APA
1012
Astoria Portfolio Advisors
New York
$211K +$214K +957 New
E
1013
ETFidea
New York
$211K
IP
1014
Investment Partners
Ohio
$210K +$213K +952 New
BWP
1015
BSW Wealth Partners
Colorado
$209K -$21.7K -97 -9%
PCM
1016
Parsons Capital Management
Rhode Island
$209K +$2.24K +10 +1%
TIA
1017
Tiemann Investment Advisors
California
$209K +$213K +950 New
PTC
1018
Petrus Trust Company
Texas
$207K -$110K -490 -34%
AIP
1019
ARS Investment Partners
New York
$207K
SCM
1020
Shelton Capital Management
Colorado
$207K
WF
1021
Warner Financial
Maryland
$207K +$448 +2 +0.2%
TLFA
1022
True Link Financial Advisors
California
$206K
SF
1023
Symphony Financial
Texas
$206K +$206K +919 New
JE
1024
JMAC Enterprises
Pennsylvania
$205K
LWA
1025
Lowe Wealth Advisors
Maryland
$205K

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.