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HES

Hess

Delisted

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

584 hedge funds and large institutions have $15.2B invested in Hess in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 74.29%78.63% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less funds holding

Funds holding: 603584 (-19)

7% less capital invested

Capital invested by funds: $16.4B → $15.2B (-$1.12B)

17% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 70

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

38% less call options, than puts

Call options by funds: $155M | Put options by funds: $249M

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
58
Increased
190
Reduced
236
Closed
70
Calls
$155M
Puts
$249M
Net Calls
-$93.9M
Net Calls Change
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
351
HighTower Advisors
Illinois
$946K +$287K +4,024 +41%
EGA
352
Eagle Global Advisors
Texas
$945K +$16.8K +235 +2%
OA
353
OFI Advisors
Pennsylvania
$941K -$433K -6,078 -30%
ACS
354
Archford Capital Strategies
Illinois
$913K +$313K +4,382 +48%
MCC
355
Malaga Cove Capital
California
$891K -$998 -14 -0.1%
SIM
356
Sentry Investment Management
Wisconsin
$878K +$107K +1,500 +13%
ECM
357
Everence Capital Management
Indiana
$874K
PCA
358
Personal Capital Advisors
California
$867K +$509K +7,136 +127%
DL
359
Delta Lloyd
Netherlands
$863K -$29.4K -412 -3%
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$859K +$182K +2,558 +25%
LOAMS
361
Lombard Odier Asset Management (Switzerland)
Switzerland
$852K -$1.25M -17,458 -58%
JMPWA
362
JP Morgan Private Wealth Advisors
California
$849K +$59.3K +832 +7%
HK
363
Horizon Kinetics
New York
$849K +$70.1K +983 +9%
TMAM
364
Tokio Marine Asset Management
Japan
$820K -$90.9K -1,275 -10%
ICOA
365
Investment Centers of America
North Dakota
$802K +$510K +7,148 +152%
Creative Planning
366
Creative Planning
Kansas
$764K +$127K +1,776 +19%
BSB
367
Bangor Savings Bank
Maine
$755K +$63.2K +886 +9%
OMCS
368
Old Mutual Customised Solutions
South Africa
$753K +$157K +2,200 +25%
Commonwealth Equity Services
369
Commonwealth Equity Services
Massachusetts
$752K +$642 +9 +0.1%
NA
370
NewEdge Advisors
Louisiana
$748K +$122K +1,716 +18%
LPL Financial
371
LPL Financial
California
$730K -$34.5K -484 -4%
IRS
372
Invictus RG (Singapore)
Singapore
$712K +$566K +7,942 +311%
IMAS
373
ID Management A/S
Denmark
$706K
PAG
374
Private Advisor Group
New Jersey
$700K +$47K +659 +7%
WC
375
Wexford Capital
Florida
$693K +$728K +10,206 New

HES Hedge Fund Activity: Q1 2015 in Review

584 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2015, worth a combined $15.2B — down 6.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of HES and 58 opened new positions — a net loss of 12 holders — while 236 trimmed existing stakes and 190 added.

The largest buyer was Wellington Management Group, adding an estimated $491M. The largest seller was Sound Shore Management, exiting entirely with an estimated $142M sold.

  • 584 institutional investors held Hess (HES) as of Q1 2015, down from 603 in Q4 2014.
  • Funds reported $15.2B of Hess stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 58 funds opened new Hess positions in Q1 2015 and 70 closed out, a net change of -12 holders.
  • The largest Hess buyer in Q1 2015 was Wellington Management Group, an estimated $491M added.
  • The largest Hess seller in Q1 2015 was Sound Shore Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.