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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
GIA
1126
GHP Investment Advisors
Colorado
$35K +$1.12K +5 +3%
BTI
1127
Blue Trust Inc
Georgia
$35K +$2.46K +11 +7%
ATC
1128
Adirondack Trust Company
New York
$34K
QC
1129
Quent Capital
New York
$34K +$3.14K +14 +10%
BCM
1130
Bourgeon Capital Management
Connecticut
$33K
FPFS
1131
First Personal Financial Services
North Carolina
$33K
HNWAG
1132
High Net Worth Advisory Group
Florida
$33K
RTC
1133
Riverview Trust Company
Washington
$33K
WT
1134
Washington Trust
Rhode Island
$33K
FA
1135
Financial Avengers
California
$33K +$224 +1 +0.7%
BLC
1136
Brown, Lisle/Cummings
Rhode Island
$32.6K
EWA
1137
EverSource Wealth Advisors
Alabama
$32K +$2.24K +10 +7%
IAS
1138
IMA Advisory Services
Colorado
$28K
ODG
1139
O'Dell Group
Ohio
$28K
KFS
1140
Kelly Financial Services
Massachusetts
$27.9K
BHWM
1141
Beaird Harris Wealth Management
Texas
$26K +$26.7K +119 New
HWA
1142
Heritage Wealth Advisors
Virginia
$24.2K
AA
1143
Addison Advisors
Vermont
$24K
PFA
1144
Professional Financial Advisors
Nebraska
$24K
WBC
1145
West Branch Capital
Massachusetts
$24K
GI
1146
Gradient Investments
Minnesota
$23K
ARMC
1147
American Research & Management Company
Massachusetts
$22K -$11.2K -50 -33%
RAM
1148
Riggs Asset Management
Pennsylvania
$22K -$11.2K -50 -33%
GWA
1149
Gibson Wealth Advisors
Texas
$22K
PP
1150
Pacifica Partners
Canada
$22K

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.