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HES

Hess

Delisted

HES was delisted on the 17th of July, 2025.

783 hedge funds and large institutions have $39.1B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

14% more capital invested

Capital invested by funds: $34.2B → $39.1B (+$4.86B)

3% more funds holding

Funds holding: 757783 (+26)

1.05% more ownership

Funds ownership: 82.01%83.06% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 285

7% less call options, than puts

Call options by funds: $640M | Put options by funds: $686M

Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
90
Increased
269
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$6.29M +$99.4K +660 +2%
SCM
227
SIR Capital Management
New York
$6.17M +$6.07M +40,300 New
TI
228
Trexquant Investment
Connecticut
$6.16M -$359K -2,381 -6%
CWM
229
Calamos Wealth Management
Illinois
$6.13M -$142K -945 -2%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$6.08M -$87.8K -583 -1%
CI
231
Capital International
California
$6.04M -$29.5K -196 -0.5%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$5.98M +$49.8K +331 +0.9%
CIS
233
Capital International Sarl
California
$5.85M +$382K +2,539 +7%
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$5.66M -$1.07M -7,087 -16%
AWM
235
AE Wealth Management
Kansas
$5.55M +$444K +2,947 +9%
KA
236
Kercheville Advisors
Texas
$5.5M +$70K +465 +1%
HighTower Advisors
237
HighTower Advisors
Illinois
$5.45M +$340K +2,255 +7%
ZCM
238
Ziegler Capital Management
Illinois
$5.37M -$180K -1,197 -3%
BPC
239
Banque Pictet & Cie
Switzerland
$5.34M +$1.75M +11,600 +50%
MCG
240
McCollum Christoferson Group
New York
$5.32M +$130K +864 +3%
PFO
241
Pathstone Family Office
New Jersey
$5.28M +$2.75M +18,268 +113%
BMSSC
242
B. Metzler seel. Sohn & Co
Germany
$5.02M +$2.33M +15,501 +90%
TFA
243
Teamwork Financial Advisors
Texas
$4.98M +$415K +2,759 +9%
LPL Financial
244
LPL Financial
California
$4.95M +$319K +2,121 +7%
IG
245
ING Group
Netherlands
$4.8M -$1.22M -8,083 -20%
SCM
246
Sirios Capital Management
Massachusetts
$4.64M -$308K -2,045 -6%
AQR Capital Management
247
AQR Capital Management
Connecticut
$4.62M -$9.08M -60,325 -67%
Wolverine Trading
248
Wolverine Trading
Illinois
$4.62M +$4.54M +30,173 New
APG Asset Management
249
APG Asset Management
Netherlands
$4.52M -$13.9K -92 -0.3%
NAM
250
Nissay Asset Management
Japan
$4.5M +$154K +1,025 +4%

HES Hedge Fund Activity: Q3 2023 in Review

783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2023, worth a combined $39.1B — up 14% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HES positions and 54 closed out — a net gain of 36 holders — while 269 added to existing stakes and 285 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fisher Asset Management, cutting an estimated $465M.

  • 783 institutional investors held Hess (HES) as of Q3 2023, up from 757 in Q2 2023.
  • Funds reported $39.1B of Hess stock for Q3 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Hess positions in Q3 2023 and 54 closed out, a net change of +36 holders.
  • The largest Hess buyer in Q3 2023 was Victory Capital Management, an estimated $301M added.
  • The largest Hess seller in Q3 2023 was Fisher Asset Management, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2023.