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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
JIC
1051
Joel Isaacson & Co
New York
$212K +$461 +2 +0.2%
NPA
1052
Nichols & Pratt Advisers
Massachusetts
$212K
NHT
1053
New Hampshire Trust
New Hampshire
$212K +$211K +915 New
Parnassus Investments
1054
Parnassus Investments
California
$212K +$211K +915 New
GIA
1055
Gateway Investment Advisers
Ohio
$212K +$211K +914 New
KTC
1056
Kistler-Tiffany Companies
Pennsylvania
$211K +$25.8K +112 +14%
RIL
1057
Rothschild Investment LLC
Illinois
$211K
HDIM
1058
Hanson & Doremus Investment Management
Vermont
$211K +$231 +1 +0.1%
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$211K -$27.9K -121 -12%
EIA
1060
Edgemoor Investment Advisors
Maryland
$210K
AWM
1061
Aevitas Wealth Management
Massachusetts
$209K +$208K +904 New
CAAS
1062
Capital Asset Advisory Services
Michigan
$209K -$65.7K -285 -25%
PFM
1063
Patton Fund Management
Texas
$209K +$208K +903 New
PCMC
1064
Paragon Capital Management (Colorado)
Colorado
$209K +$208K +901 New
PIM
1065
Perpetual Investment Management
Australia
$208K +$207K +900 New
DWT
1066
Dorsey & Whitney Trust
South Dakota
$208K +$207K +899 New
JWM
1067
Janiczek Wealth Management
Colorado
$208K +$6.92K +30 +3%
OCBCO
1068
Oversea-Chinese Banking Corp (OCBC)
Singapore
$207K +$206K +892 New
CF
1069
Cantor Fitzgerald
New York
$206K +$205K +890 New
DMBA
1070
Deseret Mutual Benefit Administrators
Utah
$205K -$151K -654 -42%
ECG
1071
Edge Capital Group
Georgia
$203K
GW
1072
GW & Wade
Massachusetts
$203K +$202K +878 New
CIA
1073
Choate Investment Advisors
Massachusetts
$203K -$112K -485 -36%
JFA
1074
JNBA Financial Advisors
Minnesota
$201K -$5.76K -25 -3%
CAI
1075
Capital Advisors Inc
Oklahoma
$201K +$200K +867 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.