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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
GEA
1201
Glen Eagle Advisors
New Jersey
$2.21K
BA
1202
Bellwether Advisors
Nebraska
$2K -$1.23M -5,483 -100%
AWM
1203
Atticus Wealth Management
Florida
$2K
CHA
1204
Carmichael Hill & Associates
Maryland
$2K
CAM
1205
ClariVest Asset Management
California
$2K
DI
1206
DRH Investments
California
$2K
MUMSS
1207
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K
SOS
1208
Silver Oak Securities
Tennessee
$1.47K +$1.57K +7 New
CWC
1209
Carolinas Wealth Consulting
North Carolina
$1K
LIM
1210
Longfellow Investment Management
Massachusetts
$1K
RF
1211
Robbins Farley
New Hampshire
$1K
SC
1212
Schubert & Co
Texas
$1K
S
1213
Surevest
California
$1K
SIS
1214
Sound Income Strategies
Florida
$1K +$672 +3 New
SIC
1215
SJS Investment Consulting
Ohio
$1K +$1.34K +6 New
TAM
1216
Tucker Asset Management
Colorado
$716 +$672 +3 New
ACA
1217
Atlas Capital Advisors
Wyoming
$661
BSSFA
1218
Baron Silver Stevens Financial Advisors
Florida
$415 +$22.9K +102 New
PWP
1219
Principle Wealth Partners
Connecticut
$412
MOS
1220
MGO One Seven
Ohio
$381 +$122K +544 +46%
BIM
1221
Baldwin Investment Management
Pennsylvania
$309 -$896 -4 -0.3%
PI
1222
PFS Investments
Georgia
$245 +$6.5K +29 +3%
FGAM
1223
Financial Gravity Asset Management
Texas
$3 +$49.3K +220 New
HTC
1224
Hershey Trust Company
Pennsylvania
-$127M -590,426 Closed
QT
1225
Quantbot Technologies
New York
-$9.1M -42,292 Closed

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.