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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
SWM
1001
Spire Wealth Management
Virginia
$249K +$20.8K +90 +9%
VCAM
1002
Van Cleef Asset Management
Ohio
$249K
APP
1003
Avantax Planning Partners
Iowa
$248K
KCM
1004
Kathmere Capital Management
Pennsylvania
$248K +$35.5K +154 +17%
BCCM
1005
Bridge Creek Capital Management
Massachusetts
$245K
BS
1006
Bessemer Securities
New York
$245K -$92.2K -400 -27%
DA
1007
Dillon & Associates
Michigan
$244K +$2.31K +10 +1%
WPC
1008
Wedmont Private Capital
Pennsylvania
$243K +$249K +1,078 New
YIA
1009
YHB Investment Advisors
Connecticut
$243K
RCM
1010
Radnor Capital Management
Pennsylvania
$243K
SWA
1011
Stratos Wealth Advisors
Ohio
$243K +$7.38K +32 +3%
WTB
1012
Washington Trust Bank
Washington
$241K -$11.1K -48 -4%
WP
1013
WealthShield Partners
North Carolina
$239K -$27.7K -120 -10%
HW
1014
Hancock Whitney
Mississippi
$238K -$22.1K -96 -9%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$237K -$73.3K -318 -24%
SBH
1016
Segall Bryant & Hamill
Illinois
$236K
CPA
1017
Court Place Advisors
Maryland
$236K
RA
1018
RFG Advisory
Alabama
$235K -$37.3K -162 -14%
CDH
1019
Charles D. Hyman
$232K
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$2.31K -10 -1%
GF
1021
Gabelli Funds
New York
$232K
HCA
1022
Horan Capital Advisors
Ohio
$232K
MWM
1023
Mattern Wealth Management
Kansas
$232K
WOSD
1024
WFA of San Diego
California
$232K
CFD
1025
Creative Financial Designs
Indiana
$230K +$26.1K +113 +13%

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.