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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
BlackRock
1
BlackRock
New York
$3.5B +$142M +613,767 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.4B +$32.1M +139,361 +1%
State Street
3
State Street
Massachusetts
$1.67B +$32.7K +142 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$741M +$9.58M +41,542 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$617M -$86.6M -375,500 -12%
Morgan Stanley
6
Morgan Stanley
New York
$613M +$222M +964,019 +57%
JP Morgan Chase
7
JP Morgan Chase
New York
$492M +$23.8M +103,179 +5%
Invesco
8
Invesco
Georgia
$473M +$5.96M +25,866 +1%
Norges Bank
9
Norges Bank
Norway
$412M +$99.6M +431,816 +32%
Northern Trust
10
Northern Trust
Illinois
$407M -$3.68M -15,964 -0.9%
Bank of America
11
Bank of America
North Carolina
$405M -$104M -450,616 -20%
American Century Companies
12
American Century Companies
Missouri
$366M +$15.7M +68,275 +5%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$334M -$289M -1,253,424 -47%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$319M +$85.3M +369,940 +37%
Ameriprise
15
Ameriprise
Minnesota
$303M +$89.2M +387,036 +42%
Amundi
16
Amundi
France
$303M +$6.47M +28,061 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$302M -$23.9M -103,802 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$295M -$10M -43,578 -3%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$289M +$14.9M +64,767 +5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$274M +$25.3M +109,728 +10%
AWA
21
Arete Wealth Advisors
Illinois
$273M +$48.2K +209 +22%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$252M -$61.2M -265,656 -20%
UBS AM
23
UBS AM
Illinois
$242M +$4.29M +18,586 +2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$230M -$9.55M -41,443 -4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$228M -$25.5M -110,575 -10%

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.