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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
ADL
1251
Asset Dedication LLC
California
$6K +$922 +4 +18%
NF
1252
Norwood Financial
Pennsylvania
$5.79K
MFT
1253
Moisand Fitzgerald Tamayo
Florida
$5.33K +$1.38K +6 +35%
VNA
1254
Valley National Advisers
Pennsylvania
$5K
MYAM
1255
Meiji Yasuda Asset Management
Japan
$4.78K +$146K +635 +3%
SSC
1256
Syverson Strege & Co
Iowa
$4.76K +$231 +1 +5%
DI
1257
Disciplined Investments
Oklahoma
$4.17K -$692 -3 -14%
GBT
1258
Grove Bank & Trust
Florida
$4K +$3.92K +17 New
CG
1259
Cutler Group
California
$4K +$4.61K +20 New
TC
1260
Truvestments Capital
Florida
$3.94K +$3.92K +17 New
KLWA
1261
Kelly Lawrence W & Associates
California
$3.71K
SIC
1262
SJS Investment Consulting
Ohio
$3.71K +$2.31K +10 +167%
GWMI
1263
Guardian Wealth Management (Illinois)
Illinois
$3.37K +$231 +1 +7%
AWM
1264
Accel Wealth Management
Iowa
$3.23K
BCMLT
1265
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.12K -$692 -3 -19%
LG
1266
LAM Group
Oregon
$3.01K +$3K +13 New
CAL
1267
Capital Advisors Ltd
Ohio
$3K -$461 -2 -13%
CCM
1268
Copeland Capital Management
Pennsylvania
$3K
FGAM
1269
Financial Gravity Asset Management
Texas
$2.8K +$2.77K +12 +5%
CAS
1270
Coppell Advisory Solutions
Texas
$2.78K +$2.77K +12 New
CASC
1271
Coppell Advisory Solutions Corp
Texas
$2.78K +$2.77K +12 New
CHA
1272
Carmichael Hill & Associates
Maryland
$2.55K
TWP
1273
TFO Wealth Partners
Ohio
$2.39K +$64.8K +281 New
DI
1274
DRH Investments
California
$2.34K
GEA
1275
Glen Eagle Advisors
New Jersey
$2.32K

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.