Hershey
1,192 hedge funds and large institutions have $23.6B invested in Hershey in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 395 increasing their positions, 355 reducing their positions, and 87 closing their positions.
77% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 87
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
24% more call options, than puts
Call options by funds: $148M | Put options by funds: $119M
13% more capital invested
Capital invested by funds: $21B → $23.6B (+$2.67B)
11% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 355
5% more funds holding
Funds holding: 1,138 → 1,192 (+54)
1.25% more ownership
Funds ownership: 74.92% → 76.17% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$208M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$131M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$130M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$171M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$104M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$97.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$86.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$65.4M |
HSY Hedge Fund Activity: Q1 2022 in Review
1,192 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2022, worth a combined $23.6B — up 13% from $21B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new HSY positions and 87 closed out — a net gain of 67 holders — while 395 added to existing stakes and 355 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $171M sold.
- 1,192 institutional investors held Hershey (HSY) as of Q1 2022, up from 1,138 in Q4 2021.
- Funds reported $23.6B of Hershey stock for Q1 2022, up 13% quarter-over-quarter.
- 154 funds opened new Hershey positions in Q1 2022 and 87 closed out, a net change of +67 holders.
- The largest Hershey buyer in Q1 2022 was Wellington Management Group, an estimated $214M added.
- The largest Hershey seller in Q1 2022 was Champlain Investment Partners, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2022.