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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
TIA
1026
Tiemann Investment Advisors
California
$229K +$9.22K +40 +4%
SC
1027
Scholtz & Company
Connecticut
$228K +$15K +65 +7%
Koshinski Asset Management
1028
Koshinski Asset Management
Illinois
$227K +$226K +981 New
TWA
1029
Tandem Wealth Advisors
Arizona
$227K +$226K +981 New
LBWM
1030
Left Brain Wealth Management
Illinois
$226K +$225K +978 New
SIM
1031
Sentry Investment Management
Wisconsin
$226K +$12.7K +55 +6%
BB
1032
Bell Bank
North Dakota
$225K -$16.8K -73 -7%
AFP
1033
Ausdal Financial Partners
Iowa
$223K +$7.15K +31 +3%
NW
1034
NewEdge Wealth
Pennsylvania
$223K +$222K +961 New
E
1035
ETFidea
New York
$221K
BWP
1036
BSW Wealth Partners
Colorado
$221K +$1.15K +5 +0.5%
CW
1037
Connectus Wealth
Ohio
$221K +$219K +952 New
PCM
1038
Parsons Capital Management
Rhode Island
$220K
PCA
1039
Personal Capital Advisors
California
$218K -$36.2K -157 -14%
MM
1040
MQS Management
New York
$218K +$217K +943 New
D
1041
Diversified
Delaware
$218K +$4.61K +20 +2%
AIP
1042
ARS Investment Partners
New York
$218K
SCM
1043
Shelton Capital Management
Colorado
$218K
WF
1044
Warner Financial
Maryland
$217K +$231 +1 +0.1%
TLFA
1045
True Link Financial Advisors
California
$217K
MG
1046
Mather Group
Illinois
$216K +$215K +933 New
JE
1047
JMAC Enterprises
Pennsylvania
$216K
LWA
1048
Lowe Wealth Advisors
Maryland
$215K
WCFA
1049
Walkner Condon Financial Advisors
Wisconsin
$214K +$922 +4 +0.4%
FBA
1050
Front Barnett Associates
Illinois
$213K

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.