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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
AFP
1026
Ausdal Financial Partners
Iowa
$205K +$209K +931 New
FBA
1027
Front Barnett Associates
Illinois
$203K -$14.6K -65 -7%
SIM
1028
Sentry Investment Management
Wisconsin
$203K
WCFA
1029
Walkner Condon Financial Advisors
Wisconsin
$203K +$206K +921 New
D
1030
Diversified
Delaware
$203K +$207K +923 New
JIC
1031
Joel Isaacson & Co
New York
$202K +$205K +915 New
KCM
1032
Kathmere Capital Management
Pennsylvania
$202K +$205K +915 New
NPA
1033
Nichols & Pratt Advisers
Massachusetts
$202K +$205K +915 New
HDIM
1034
Hanson & Doremus Investment Management
Vermont
$201K
JWM
1035
Janiczek Wealth Management
Colorado
$201K +$25.1K +112 +14%
RIL
1036
Rothschild Investment LLC
Illinois
$201K +$204K +910 New
SC
1037
Scholtz & Company
Connecticut
$201K +$206K +918 New
MPWT
1038
MassMutual Private Wealth & Trust
Connecticut
$200K +$12.8K +57 +7%
AA
1039
AlphaCentric Advisors
Puerto Rico
$200K +$203K +907 New
EIA
1040
Edgemoor Investment Advisors
Maryland
$200K +$203K +908 New
JFA
1041
JNBA Financial Advisors
Minnesota
$197K -$10.8K -48 -5%
CFD
1042
Creative Financial Designs
Indiana
$194K +$67.9K +303 +53%
ECG
1043
Edge Capital Group
Georgia
$193K
CCM
1044
Covington Capital Management
California
$192K
LPIC
1045
LeJeune Puetz Investment Counsel
Michigan
$190K
SOW
1046
State of Wyoming
Wyoming
$185K +$124K +553 +193%
MCM
1047
MV Capital Management
Maryland
$183K +$6.28K +28 +4%
AS
1048
Altshuler Shaham
Israel
$182K -$34.1K -152 -16%
JWA
1049
JFS Wealth Advisors
Pennsylvania
$181K -$3.59K -16 -2%
TWA
1050
TCI Wealth Advisors
Arizona
$177K -$6.5K -29 -3%

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.