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HEES

H&E Equipment Services
HEES

Delisted

HEES was delisted on the 30th of May, 2025.

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198 hedge funds and large institutions have $1.51B invested in H&E Equipment Services in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.41M

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.41B → $1.51B (+$95.8M)

4.75% more ownership

Funds ownership: 79.24% → 84% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less funds holding

Funds holding: 225 → 198 (-27)

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
198
Holders Change
-27
Holders Change %
-12%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
74
Reduced
64
Closed
50
Calls
$3.89M
Puts
$2.41M
Net Calls
+$1.48M
Net Calls Change
-$2.17M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$44.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$34.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.6M
5
UBS Group
UBS Group
Switzerland
+$17.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.6M
2
GC
Guggenheim Capital
Illinois
-$11.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
LC
Loews Corp
New York
-$8.54M
5
ClearBridge Investments
ClearBridge Investments
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
176
Avion Wealth
Texas
$4K – – –
CAL
177
Capital Analysts LLC
Pennsylvania
$4K – – –
GRP
178
Global Retirement Partners
California
$3.46K +$1.03K +19 +37%
SS
179
SBI Securities
Japan
$3.28K +$3.65K +67 New
RIL
180
Rothschild Investment LLC
Illinois
$3.18K +$545 +10 +18%
CFB
181
Cullen/Frost Bankers
Texas
$2.45K +$2.72K +50 New
PA
182
Parallel Advisors
California
$2.38K +$54 +1 +2%
POIA
183
Pin Oak Investment Advisors
Texas
$2K – – –
MG
184
Mather Group
Illinois
$1.37K +$1.52K +28 New
W
185
WealthCollab
Washington
$1.22K +$1.36K +25 New
SAM
186
Smartleaf Asset Management
Massachusetts
$1.18K +$381 +7 +41%
C
187
Covestor
United Kingdom
$1K +$109 +2 +7%
HCP
188
Hexagon Capital Partners
Arkansas
$832 +$599 +11 +183%
EWA
189
EverSource Wealth Advisors
Alabama
$539 +$599 +11 New
CPG
190
Cornerstone Planning Group
New Jersey
$530 +$327 +6 New
WCM
191
WealthTrak Capital Management
Virginia
$490 +$545 +10 New
CFO
192
CVA Family Office
Colorado
$441 +$490 +9 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$392 – – –
DPW
194
DiNuzzo Private Wealth
Pennsylvania
$245 +$109 +2 +67%
SIC
195
SJS Investment Consulting
Ohio
$147 -$54 -1 -25%
IA
196
IFP Advisors
Florida
$98 +$109 +2 New
GFPC
197
Global Financial Private Client
Florida
$49 +$54 +1 New
PWM
198
Parkworth Wealth Management
California
$49 +$54 +1 New
GC
199
Guggenheim Capital
Illinois
– -$11.1M -228,587 Closed
LC
200
Loews Corp
New York
– -$8.54M -175,400 Closed
6 7
8
9 10

HEES Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&E Equipment Services (HEES) for Q4 2024, worth a combined $1.51B — up 6.8% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HEES and 27 opened new positions — a net loss of 23 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Westwood Holdings Group, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $17.6M.

  • 198 institutional investors held H&E Equipment Services (HEES) as of Q4 2024, down from 225 in Q3 2024.
  • Funds reported $1.51B of H&E Equipment Services stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 27 funds opened new H&E Equipment Services positions in Q4 2024 and 50 closed out, a net change of -23 holders.
  • The largest H&E Equipment Services buyer in Q4 2024 was Westwood Holdings Group, an estimated $44.8M added.
  • The largest H&E Equipment Services seller in Q4 2024 was Morgan Stanley, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.