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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
AWM
1176
Abound Wealth Management
Tennessee
$7.5K +$7.62K +34 New
DWA
1177
Delos Wealth Advisors
Texas
$7K
GC
1178
Globeflex Capital
California
$7K
IRC
1179
Investors Research Corp
Georgia
$7K +$3.59K +16 +94%
LFG
1180
Larson Financial Group
Missouri
$7K +$7.17K +32 New
BC
1181
Burleson & Co
California
$6K -$1.57K -7 -20%
MBFW
1182
Morton Brown Family Wealth
Pennsylvania
$6K -$448 -2 -7%
APC
1183
Aspire Private Capital
North Carolina
$6K
VNA
1184
Valley National Advisers
Pennsylvania
$6K
NF
1185
Norwood Financial
Pennsylvania
$6K +$5.6K +25 New
Loomis, Sayles & Company
1186
Loomis, Sayles & Company
Massachusetts
$5K -$1.12K -5 -19%
SSC
1187
Syverson Strege & Co
Iowa
$5K
DI
1188
Disciplined Investments
Oklahoma
$5K +$224 +1 +5%
SFO
1189
Standard Family Office
South Dakota
$5K +$4.71K +21 New
ADL
1190
Asset Dedication LLC
California
$5K +$4.93K +22 New
BCMLT
1191
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
KLWA
1192
Kelly Lawrence W & Associates
California
$4K
CAL
1193
Capital Advisors Ltd
Ohio
$4K +$224 +1 +7%
LF
1194
Lee Financial
Texas
$4K +$3.14K +14 +467%
MFT
1195
Moisand Fitzgerald Tamayo
Florida
$4K +$3.81K +17 New
PPWM
1196
PFG Private Wealth Management
Florida
$4K +$3.81K +17 New
AWM
1197
Accel Wealth Management
Iowa
$3K
CCM
1198
Copeland Capital Management
Pennsylvania
$3K
FEG
1199
Financial Enhancement Group
Indiana
$3K
GWMI
1200
Guardian Wealth Management (Illinois)
Illinois
$3K

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.