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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
CWM
1151
Cranbrook Wealth Management
Michigan
$72.7K
CWP
1152
Concord Wealth Partners
Virginia
$71.6K +$71.2K +309 New
M
1153
MOTCO
Texas
$70.6K
GWS
1154
Glassman Wealth Services
Virginia
$70.4K +$3.46K +15 +5%
MHR
1155
Matthew Hamilton Rosenberg
$69.5K
AA
1156
AlphaMark Advisors
Kentucky
$69K +$11.5K +50 +20%
FCA
1157
FinTrust Capital Advisors
South Carolina
$64.5K +$231 +1 +0.4%
EWA
1158
EverSource Wealth Advisors
Alabama
$62.3K +$28.8K +125 +87%
BIA
1159
Bell Investment Advisors
California
$61.6K +$1.61K +7 +3%
NSIM
1160
North Star Investment Management
Illinois
$60.8K +$1.61K +7 +3%
MLA
1161
MB, Levis & Associates
Pennsylvania
$60.3K +$60.2K +261 New
CCA
1162
Column Capital Advisors
Indiana
$58.4K +$922 +4 +2%
OCM
1163
Orion Capital Management
California
$57.9K
CSPAM
1164
Cary Street Partners Asset Management
Virginia
$57K
CCM
1165
Cribstone Capital Management
Maine
$54.9K -$688K -2,984 -93%
CFO
1166
CVA Family Office
Colorado
$54.4K
USCWA
1167
U.S. Capital Wealth Advisors
Texas
$54.4K +$54.2K +235 New
SWM
1168
Sugarloaf Wealth Management
Georgia
$53K -$16.4K -71 -24%
AS
1169
Altshuler Shaham
Israel
$50.5K -$137K -596 -73%
Loomis, Sayles & Company
1170
Loomis, Sayles & Company
Massachusetts
$50K +$44.7K +194 +924%
OSNBOA
1171
Old Second National Bank of Aurora
Illinois
$46.3K
AF
1172
Advisornet Financial
Minnesota
$45.9K +$3.92K +17 +9%
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$45.4K
CWM
1174
Compass Wealth Management
Connecticut
$45.4K +$45.2K +196 New
ANBT
1175
American National Bank & Trust
Texas
$45K -$12.7K -55 -22%

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.