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HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$562K +$24.9K +389 +5%
AR
302
Advisory Research
Illinois
$552K -$214K -3,350 -30%
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$538K -$5.47M -85,601 -92%
IFWM
304
Institute for Wealth Management
Colorado
$536K +$5.82K +91 +1%
AIM
305
Achmea Investment Management
Netherlands
$535K
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$534K +$20.8K +326 +5%
WTC
307
WhitTier Trust Company
Nevada
$499K -$41.8K -653 -8%
ZCA
308
Zeke Capital Advisors
Pennsylvania
$463K
OQS
309
Occudo Quantitative Strategies
Florida
$463K +$418K +6,542 New
Neuberger Berman Group
310
Neuberger Berman Group
New York
$444K +$17.6K +276 +4%
WorldQuant Millennium Advisors
311
WorldQuant Millennium Advisors
New York
$443K +$400K +6,256 New
SC
312
Shay Capital
New York
$443K +$400K +6,261 New
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$440K +$15.3K +240 +4%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$437K -$26K -407 -6%
FMT
315
First Mercantile Trust
Tennessee
$427K -$294K -4,600 -43%
HA
316
Harbor Advisors
Florida
$425K
CTC
317
Central Trust Company
Missouri
$421K +$20.9K +327 +6%
AP
318
Advisor Partners
California
$417K -$393K -6,152 Closed
JF
319
Jump Financial
Illinois
$414K +$374K +5,846 New
KIC
320
Keating Investment Counselors
Florida
$414K +$374K +5,850 New
Verition Fund Management
321
Verition Fund Management
Connecticut
$407K +$368K +5,747 New
BB
322
Bell Bank
North Dakota
$393K
PCS
323
Personal CFO Solutions
New Jersey
$385K -$319K -4,996 -48%
PCM
324
Penn Capital Management
Pennsylvania
$375K +$339K +5,300 New
LFA
325
Legacy Financial Advisors
Kentucky
$372K +$3.71K +58 +1%

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.