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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
FAM
1101
Fred Alger Management
New York
$67K
M
1102
MOTCO
Texas
$67K
SWM
1103
Sugarloaf Wealth Management
Georgia
$67K +$15.9K +71 +31%
MHR
1104
Matthew Hamilton Rosenberg
$66K
GWS
1105
Glassman Wealth Services
Virginia
$64K +$3.14K +14 +5%
FCA
1106
FinTrust Capital Advisors
South Carolina
$63K -$33.6K -150 -35%
CFFP
1107
Center for Financial Planning
Michigan
$58K
BIA
1108
Bell Investment Advisors
California
$57K +$672 +3 +1%
Bank of Montreal
1109
Bank of Montreal
Ontario, Canada
$56.8K -$2.96M -13,198 -5%
NSIM
1110
North Star Investment Management
Illinois
$56K
AA
1111
AlphaMark Advisors
Kentucky
$55K
OCM
1112
Orion Capital Management
California
$55K
CCA
1113
Column Capital Advisors
Indiana
$55K +$224 +1 +0.4%
ANBT
1114
American National Bank & Trust
Texas
$55K +$43.5K +194 +359%
PAI
1115
Pittenger & Anderson Inc
Nebraska
$54K +$44.8K +200 +444%
CSPAM
1116
Cary Street Partners Asset Management
Virginia
$54K +$55.1K +246 New
CFO
1117
CVA Family Office
Colorado
$52K
EW
1118
Evoke Wealth
California
$52K
C
1119
Covestor
United Kingdom
$47K -$110K -492 -70%
OSNBOA
1120
Old Second National Bank of Aurora
Illinois
$44K
FMII
1121
Farmers & Merchants Investments Inc
Nebraska
$43K +$4.03K +18 +10%
BSB
1122
Bangor Savings Bank
Maine
$41K
AF
1123
Advisornet Financial
Minnesota
$40K -$1.57K -7 -4%
CA
1124
Crewe Advisors
Utah
$40K
BSWA
1125
Bromfield Sneider Wealth Advisors
Massachusetts
$36K

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.