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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
GWMIA
1276
Global Wealth Management Investment Advisory
Florida
-$59K -275 Closed
AW
1277
ACG Wealth
Georgia
-$57K -264 Closed
1IA
1278
1834 Investment Advisors
Wisconsin
-$33K -155 Closed
CWP
1279
Concord Wealth Partners
Virginia
-$27K -124 Closed
CG
1280
Cutler Group
California
-$22.4K -100 Closed
VRM
1281
Vectors Research Management
New York
-$22K -100 Closed
COCM
1282
Charter Oak Capital Management
New Hampshire
-$15K -70 Closed
NFSG
1283
Newbridge Financial Services Group
Florida
-$15K -67 Closed
SJIM
1284
St. Johns Investment Management
Florida
-$11K -50 Closed
GLLW
1285
Graves Light Lenhart Wealth
Virginia
-$11K -49 Closed
AAP
1286
Arax Advisory Partners
Colorado
-$6K -28 Closed
EI
1287
Ellevest Inc
New York
-$5K -24 Closed
FNBOSM
1288
First National Bank of South Miami
Florida
-$5K -24 Closed
GKIM
1289
GW&K Investment Management
Massachusetts
-$4K -20 Closed
TWP
1290
TFO Wealth Partners
Ohio
-$4K -18 Closed
SFG
1291
Steward Financial Group
Texas
-$3K -17 Closed
ACK
1292
Andrew C. Karlinski
-$1K -3 Closed
WA
1293
WestEnd Advisors
North Carolina
+$224 +1 New
HGERS
1294
Householder Group Estate & Retirement Specialist
Arizona
+$672 +3 New

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.