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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
LSA
1126
Leonteq Securities AG
Switzerland
$113K -$33.4K -145 -23%
VCM
1127
Versant Capital Management
Arizona
$107K
SC
1128
Stephens Consulting
Michigan
$106K
N
1129
Natixis
France
$104K -$6.1M -26,452 -98%
BFEC
1130
Benjamin F. Edwards & Company
Missouri
$102K +$5.3K +23 +6%
CMBA
1131
C.M. Bidwell & Associates
Hawaii
$102K
CA
1132
Clearstead Advisors
Ohio
$93.6K
ECM
1133
Estabrook Capital Management
New York
$92.6K
TLCM
1134
Twin Lakes Capital Management
California
$92.6K
RWM
1135
Ruedi Wealth Management
Illinois
$92.6K +$92.2K +400 New
TH
1136
TCTC Holdings
Texas
$90.8K
AAG
1137
Armstrong Advisory Group
Massachusetts
$88.2K +$87.8K +381 New
BWM
1138
Baystate Wealth Management
Massachusetts
$88K -$9.45K -41 -10%
EA
1139
Evolution Advisers
Virginia
$86K +$231 +1 +0.3%
GG
1140
Gleason Group
Kentucky
$84.5K -$14.5K -63 -15%
PGAM
1141
Princeton Global Asset Management
New Jersey
$82K
CCMI
1142
Creative Capital Management Investments
California
$81K +$80.7K +350 New
RBC
1143
Romano Brothers & Co
Illinois
$79.2K +$78.8K +342 New
GIA
1144
Goodwin Investment Advisory
Georgia
$78.5K
DAM
1145
Delta Asset Management
Tennessee
$77.6K +$77.2K +335 New
HWM
1146
Horizons Wealth Management
North Carolina
$76K
PMFA
1147
Plante Moran Financial Advisors
Michigan
$75.5K +$231 +1 +0.3%
TFS
1148
TrustCore Financial Services
Tennessee
$75.3K
DJSG
1149
D.J. St. Germain
Massachusetts
$74.4K +$73.8K +320 +29%
SC
1150
Seldon Capital
California
$73.6K

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.