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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.2B +$54.9M +245,084 +2%
BlackRock
2
BlackRock
New York
$3.19B +$106M +473,552 +3%
State Street
3
State Street
Massachusetts
$1.59B +$4.11M +18,326 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$697M +$25.7M +114,612 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$670M -$141M -630,700 -17%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$594M +$285M +1,269,514 +89%
Bank of America
7
Bank of America
North Carolina
$485M -$46.3M -206,387 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$445M +$23.4M +104,238 +5%
Invesco
9
Invesco
Georgia
$445M +$7.18M +32,030 +2%
Northern Trust
10
Northern Trust
Illinois
$391M -$8.78M -39,197 -2%
Morgan Stanley
11
Morgan Stanley
New York
$371M +$11.6M +51,798 +3%
American Century Companies
12
American Century Companies
Missouri
$334M +$23.7M +105,744 +8%
Legal & General Group
13
Legal & General Group
United Kingdom
$310M -$29.7M -132,381 -9%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$299M +$13.3M +59,353 +5%
Norges Bank
15
Norges Bank
Norway
$297M +$8.26M +36,879 +3%
Amundi
16
Amundi
France
$295M +$112M +500,261 +62%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$290M +$3.85M +17,178 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$261M +$34.9M +155,711 +15%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$244M -$29.6M -132,177 -11%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$236M +$24.8M +110,439 +11%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$228M -$6.89M -30,740 -3%
UBS AM
22
UBS AM
Illinois
$226M +$13.2M +58,803 +6%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$222M +$25.2M +112,492 +13%
Millennium Management
24
Millennium Management
New York
$220M +$192M +857,757 +609%
N
25
Nuveen
North Carolina
$206M -$21.5M -95,833 -9%

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.