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HES

Hess

Delisted

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

508 hedge funds and large institutions have $20.2B invested in Hess in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 83.59%83.62% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

5% less funds holding

Funds holding: 536508 (-28)

10% less capital invested

Capital invested by funds: $22.5B → $20.2B (-$2.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $201M | Put options by funds: $265M

30% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 71

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
50
Increased
179
Reduced
183
Closed
71
Calls
$201M
Puts
$265M
Net Calls
-$64.2M
Net Calls Change
-$76.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$428K -$180K -2,446 -31%
CT
327
Chicago Trust
Illinois
$416K -$248K -3,365 -39%
PI
328
PEAK6 Investments
Illinois
$416K +$392K +5,323 New
LFA
329
Legacy Financial Advisors
Kentucky
$414K -$737 -10 -0.2%
FMT
330
First Mercantile Trust
Tennessee
$412K -$6.41K -87 -2%
SAI
331
Systematic Alpha Investments
New Jersey
$411K +$367K +4,980 New
NAM
332
NorthCoast Asset Management
Connecticut
$407K
CBB
333
Citizens Business Bank
California
$406K
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$402K +$737 +10 +0.2%
FIM
335
Freedom Investment Management
Connecticut
$397K +$46.3K +629 +14%
PIFP
336
Partners in Financial Planning
Virginia
$386K
WIM
337
Wilen Investment Management
Florida
$385K
PFO
338
Pathstone Family Office
New Jersey
$385K +$363K +4,922 New
UAML
339
US Asset Management LLC
Pennsylvania
$384K +$362K +4,910 New
VPIM
340
Vanguard Personalized Indexing Management
California
$378K -$53.2K -722 -13%
BCI
341
Brinker Capital Investments
Pennsylvania
$358K
OMC
342
Overbrook Management Corp
New York
$340K
GP
343
Greenline Partners
New York
$336K
PDN
344
Pensionfund DSM Netherlands
Netherlands
$336K +$317K +4,300 New
NRS
345
Neville Rodie & Shaw
New York
$334K
RIM
346
Redpoint Investment Management
Australia
$333K -$37.9K -515 -11%
CTC
347
Central Trust Company
Missouri
$331K -$96.7K -1,313 -24%
WJWM
348
Williams Jones Wealth Management
New York
$326K -$810 -11 -0.3%
EGM
349
Engineers Gate Manager
New York
$321K -$253K -3,429 -45%
VI
350
Vestcor Inc
New Brunswick, Canada
$321K -$39.1K -531 -11%

HES Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2021, worth a combined $20.2B — down 10% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 50 opened new positions — a net loss of 21 holders — while 183 trimmed existing stakes and 179 added.

The largest buyer was UBS AM, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 508 institutional investors held Hess (HES) as of Q3 2021, down from 536 in Q2 2021.
  • Funds reported $20.2B of Hess stock for Q3 2021, down 10% quarter-over-quarter.
  • 50 funds opened new Hess positions in Q3 2021 and 71 closed out, a net change of -21 holders.
  • The largest Hess buyer in Q3 2021 was UBS AM, an estimated $114M added.
  • The largest Hess seller in Q3 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.