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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
TFP
1101
Tilia Fiduciary Partners
North Carolina
$148K
BONH
1102
Bank of New Hampshire
New Hampshire
$147K -$4.61K -20 -3%
SGC
1103
Slocum, Gordon & Co
Rhode Island
$146K +$145K +629 New
ZIG
1104
Zullo Investment Group
Pennsylvania
$141K +$1.84K +8 +1%
MAM
1105
Meeder Asset Management
Ohio
$139K -$409K -1,775 -75%
BC
1106
Blackhill Capital
New Jersey
$139K
GRP
1107
Global Retirement Partners
California
$138K +$5.3K +23 +4%
SOW
1108
State of Wyoming
Wyoming
$137K -$57.2K -248 -30%
JFGIW
1109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
BEI
1110
Benjamin Edwards Inc
Missouri
$136K +$1.84K +8 +1%
Jones Financial Companies
1111
Jones Financial Companies
Missouri
$134K -$124K -537 -48%
TIM
1112
Tortoise Investment Management
New York
$130K +$461 +2 +0.4%
BAM
1113
Baldrige Asset Management
Pennsylvania
$129K
AIC
1114
Archer Investment Corporation
Indiana
$129K +$11.5K +50 +10%
HFM
1115
Harvest Fund Management
China
$128K -$121K -523 -49%
TSWM
1116
Tyler-Stone Wealth Management
Ohio
$126K -$2.08K -9 -2%
PFSC
1117
Peoples Financial Services Corp
Pennsylvania
$122K
IBOK
1118
Independence Bank of Kentucky
Kentucky
$119K -$5.76K -25 -5%
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$118K -$10.4K -45 -8%
BBHC
1120
Brown Brothers Harriman & Co
New York
$117K +$1.38K +6 +1%
HCM
1121
Hollencrest Capital Management
California
$117K +$116K +504 New
AA
1122
Alta Advisers
United Kingdom
$116K
AA
1123
Ancora Advisors
Ohio
$116K
PAI
1124
Pittenger & Anderson Inc
Nebraska
$115K +$57.9K +251 +102%
CWA
1125
Clearview Wealth Advisors
Oregon
$114K +$231 +1 +0.2%

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.