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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$13M +$2.25M +10,060 +20%
Creative Planning
177
Creative Planning
Kansas
$13M +$1.2M +5,350 +10%
LCM
178
LVM Capital Management
Michigan
$12.8M -$441K -1,970 -3%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$12.8M -$803K -3,581 -6%
RCYC
180
Richard C. Young & Co
Rhode Island
$12.8M -$17.9K -80 -0.1%
Arrowstreet Capital
181
Arrowstreet Capital
Massachusetts
$12.5M -$526K -2,346 -4%
IMRF
182
Illinois Municipal Retirement Fund
Illinois
$12.2M +$2.57M +11,466 +26%
DILIC
183
Dai-ichi Life Insurance Company
Japan
$12M
CFG
184
Citizens Financial Group
Rhode Island
$12M +$17.9K +80 +0.1%
AAF
185
Andra AP-fonden
Sweden
$11.8M -$695K -3,100 -5%
LKIM
186
Lawson Kroeker Investment Management
Nebraska
$11.6M -$142K -632 -1%
LCM
187
Logan Capital Management
Pennsylvania
$11.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.4M +$4.14M +18,491 +56%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$11.3M +$1.45M +6,473 +14%
BC
190
Brookfield Corp
Ontario, Canada
$11.3M +$8.19M +36,559 +249%
MPM
191
Meritage Portfolio Management
Kansas
$11.1M -$151K -672 -1%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$11.1M +$964K +4,301 +9%
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$11M -$563K -2,510 -5%
IAA
194
Independent Advisor Alliance
North Carolina
$11M +$2.02K +9 +0%
CCM
195
Cinctive Capital Management
New York
$10.9M +$2.97M +13,242 +36%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$10.6M +$539K +2,405 +5%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$10.5M -$153K -684 -1%
DnB Asset Management
198
DnB Asset Management
Norway
$10.4M +$6.05K +27 +0.1%
QC
199
Quadrature Capital
United Kingdom
$10.3M +$166K +739 +2%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$10.3M +$1.23M +5,475 +13%

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.