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Hershey

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
AIC
1076
Archer Investment Corporation
Indiana
$111K
BBHC
1077
Brown Brothers Harriman & Co
New York
$110K -$198K -882 -64%
AA
1078
Ancora Advisors
Ohio
$110K
AA
1079
Alta Advisers
United Kingdom
$110K +$112K +500 New
CWA
1080
Clearview Wealth Advisors
Oregon
$108K +$224 +1 +0.2%
VCM
1081
Versant Capital Management
Arizona
$102K -$448 -2 -0.4%
SC
1082
Stephens Consulting
Michigan
$101K
CMBA
1083
C.M. Bidwell & Associates
Hawaii
$97K +$98.6K +440 New
GG
1084
Gleason Group
Kentucky
$94K +$14.1K +63 +17%
BWM
1085
Baystate Wealth Management
Massachusetts
$93K +$29.6K +132 +46%
BFEC
1086
Benjamin F. Edwards & Company
Missouri
$92K -$57.4K -256 -38%
DAC
1087
Dividend Assets Capital
South Carolina
$90K
CA
1088
Clearstead Advisors
Ohio
$89K +$6.28K +28 +7%
ECM
1089
Estabrook Capital Management
New York
$88.2K
TLCM
1090
Twin Lakes Capital Management
California
$88K
TH
1091
TCTC Holdings
Texas
$86K
WWMSC
1092
Wagner Wealth Management (South Carolina)
South Carolina
$85K +$5.83K +26 +7%
EA
1093
Evolution Advisers
Virginia
$82K +$224 +1 +0.3%
PGAM
1094
Princeton Global Asset Management
New Jersey
$78K
GIA
1095
Goodwin Investment Advisory
Georgia
$75K +$76K +339 New
HWM
1096
Horizons Wealth Management
North Carolina
$73K
TFS
1097
TrustCore Financial Services
Tennessee
$72K -$116K -519 -61%
PMFA
1098
Plante Moran Financial Advisors
Michigan
$72K -$33.6K -150 -32%
SC
1099
Seldon Capital
California
$70K
CWM
1100
Cranbrook Wealth Management
Michigan
$69K

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.