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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
EFS
1076
Econ Financial Services
Pennsylvania
$200K +$199K +864 New
LPIC
1077
LeJeune Puetz Investment Counsel
Michigan
$199K
FFA
1078
Fairfield Financial Advisors
Massachusetts
$199K +$198K +859 New
SAM
1079
Shell Asset Management
Netherlands
$195K +$194K +840 New
JWA
1080
JFS Wealth Advisors
Pennsylvania
$191K +$231 +1 +0.1%
MCM
1081
MV Capital Management
Maryland
$190K -$1.38K -6 -0.7%
AIM
1082
Anchor Investment Management
South Carolina
$188K -$53K -230 -22%
TWA
1083
TCI Wealth Advisors
Arizona
$188K +$1.61K +7 +0.9%
HFS
1084
Hantz Financial Services
Michigan
$187K +$461 +2 +0.2%
AWM
1085
Accurate Wealth Management
Florida
$183K -$130K -565 -41%
DAC
1086
Dividend Assets Capital
South Carolina
$181K +$85.3K +370 +90%
PO
1087
Private Ocean
California
$176K +$231 +1 +0.1%
BTI
1088
Blue Trust Inc
Georgia
$176K +$147K +636 +390%
BAM
1089
Bellevue Asset Management
Washington
$173K
HI
1090
Harbour Investments
Wisconsin
$172K -$56.5K -245 -25%
CB
1091
Community Bank
New York
$171K -$277K -1,200 -62%
SC
1092
Sierra Capital
Florida
$167K +$26.5K +115 +19%
MPWT
1093
MassMutual Private Wealth & Trust
Connecticut
$165K -$44.5K -193 -21%
HCP
1094
Hexagon Capital Partners
Arkansas
$164K -$94.3K -409 -37%
CBT
1095
CoreFirst Bank & Trust
Kansas
$163K
HA
1096
Homestead Advisers
Virginia
$159K +$5.53K +24 +4%
SIC
1097
Salem Investment Counselors
North Carolina
$159K
Dimensional Fund Advisors
1098
Dimensional Fund Advisors
Texas
$156K -$21.4M -92,865 -12%
CLOS
1099
Compagnie Lombard Odier SCmA
Switzerland
$152K +$151K +655 New
MCM
1100
Manchester Capital Management
Vermont
$151K +$1.38K +6 +0.9%

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.