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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
MA
1326
MUFG Americas
New York
-$298K -1,350 Closed
LCM
1327
Lewis Capital Management
California
-$269K -1,220 Closed
AWP
1328
Accretive Wealth Partners
New Jersey
-$227K -1,030 Closed
GWM
1329
Gitterman Wealth Management
New Jersey
-$221K -989 Closed
IP
1330
Investment Partners
Ohio
-$210K -952 Closed
WWMSC
1331
Wagner Wealth Management (South Carolina)
South Carolina
-$85K -385 Closed
FAM
1332
Fred Alger Management
New York
-$67K -306 Closed
CFFP
1333
Center for Financial Planning
Michigan
-$58K -264 Closed
EW
1334
Evoke Wealth
California
-$52K -235 Closed
ODG
1335
O'Dell Group
Ohio
-$28K -128 Closed
PFA
1336
Professional Financial Advisors
Nebraska
-$24K -110 Closed
AIP
1337
Almanack Investment Partners
Pennsylvania
-$22K -102 Closed
BSSFA
1338
Baron Silver Stevens Financial Advisors
Florida
-$415 -102 Closed
HR
1339
Howe & Rusling
New York
-$12K -54 Closed
OIA
1340
Optimum Investment Advisors
Illinois
-$11K -50 Closed
MS
1341
Mizuho Securities
Japan
-$9K -39 Closed
CTB
1342
Country Trust Bank
Illinois
-$8K -36 Closed
IRC
1343
Investors Research Corp
Georgia
-$7K -33 Closed
SFO
1344
Standard Family Office
South Dakota
-$5K -21 Closed
PPWM
1345
PFG Private Wealth Management
Florida
-$4K -17 Closed
FEG
1346
Financial Enhancement Group
Indiana
-$3K -13 Closed
MUMSS
1347
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$2K -10 Closed
AWM
1348
Atticus Wealth Management
Florida
-$2K -8 Closed
SOS
1349
Silver Oak Securities
Tennessee
-$1.47K -7 Closed
LIM
1350
Longfellow Investment Management
Massachusetts
-$1K -4 Closed

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.