Hershey
1,333 hedge funds and large institutions have $29.4B invested in Hershey in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 451 increasing their positions, 456 reducing their positions, and 63 closing their positions.
106% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 63
11% more capital invested
Capital invested by funds: $26.3B → $29.4B (+$3B)
3% more funds holding
Funds holding: 1,293 → 1,333 (+40)
1.23% more ownership
Funds ownership: 77.24% → 78.47% (+1.2%)
10% more call options, than puts
Call options by funds: $327M | Put options by funds: $298M
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
1% less repeat investments, than reductions
Existing positions increased: 451 | Existing positions reduced: 456
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$353M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$166M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$85.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84.6M |
| 5 |
Two Sigma Investments
New York
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$114M |
| 2 |
BlackRock
New York
|
-$95.3M |
| 3 |
Renaissance Technologies
New York
|
-$85M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$60.6M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$59.6M |
HSY Hedge Fund Activity: Q1 2023 in Review
1,333 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2023, worth a combined $29.4B — up 11% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new HSY positions and 63 closed out — a net gain of 67 holders — while 451 added to existing stakes and 456 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $353M. The largest seller was Invesco, cutting an estimated $114M.
- 1,333 institutional investors held Hershey (HSY) as of Q1 2023, up from 1,293 in Q4 2022.
- Funds reported $29.4B of Hershey stock for Q1 2023, up 11% quarter-over-quarter.
- 130 funds opened new Hershey positions in Q1 2023 and 63 closed out, a net change of +67 holders.
- The largest Hershey buyer in Q1 2023 was GQG Partners, an estimated $353M added.
- The largest Hershey seller in Q1 2023 was Invesco, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2023.