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HES

Hess

Delisted

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

560 hedge funds and large institutions have $18.7B invested in Hess in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

4% more funds holding

Funds holding: 539560 (+21)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$743M)

0.09% more ownership

Funds ownership: 87.24%87.34% (+0.09%)

13% less call options, than puts

Call options by funds: $354M | Put options by funds: $408M

22% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 218

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
560
Holders Change
+21
Holders Change %
+3.9%
% of All Funds
12.8%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
72
Increased
169
Reduced
218
Closed
44
Calls
$354M
Puts
$408M
Net Calls
-$54.3M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
351
Freestone Capital Holdings
Washington
$537K
CG
352
Cutler Group
California
$526K +$485K +7,351 New
LIA
353
LS Investment Advisors
Michigan
$519K -$46.8K -710 -9%
JMPWA
354
JP Morgan Private Wealth Advisors
California
$515K +$18.5K +280 +4%
NA
355
Neuburgh Advisers
California
$511K +$19K +288 +4%
WJA
356
Williams Jones & Associates
New York
$510K +$90.6K +1,375 +24%
OMC
357
Overbrook Management Corp
New York
$505K -$13.2K -200 -3%
CPC
358
Congress Park Capital
New York
$495K +$11.2K +170 +3%
MSE
359
MUFG Securities EMEA
United Kingdom
$489K +$431K +6,532 +2,229%
CI
360
Conning Inc
Connecticut
$486K -$24.7K -375 -5%
CC
361
ClearArc Capital
Ohio
$467K -$11.9K -181 -3%
JT
362
Jump Trading
Illinois
$464K +$427K +6,478 New
HW
363
Hancock Whitney
Mississippi
$460K +$424K +6,428 New
Creative Planning
364
Creative Planning
Kansas
$456K +$60.6K +919 +17%
CI
365
Cigna Investments
Connecticut
$443K -$45K -682 -8%
HK
366
Horizon Kinetics
New York
$434K -$39.1K -593 -9%
P
367
Pitcairn
Pennsylvania
$430K -$1.98K -30 -0.5%
HA
368
Harbor Advisors
Florida
$429K
LC
369
Loews Corp
New York
$428K -$43.8K -665 -10%
Axa
370
Axa
France
$426K -$25.6K -389 -6%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$423K -$67.7K -1,027 -15%
UFF
372
USA Financial Formulas
Michigan
$423K +$417K +6,322 New
IG
373
ING Group
Netherlands
$419K +$146K +2,220 +61%
AA
374
Ancora Advisors
Ohio
$407K -$25.8K -392 -6%
BB
375
Bell Bank
North Dakota
$398K

HES Hedge Fund Activity: Q3 2018 in Review

560 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2018, worth a combined $18.7B — up 4.1% from $18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $188M.

  • 560 institutional investors held Hess (HES) as of Q3 2018, up from 539 in Q2 2018.
  • Funds reported $18.7B of Hess stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2018 and 44 closed out, a net change of +28 holders.
  • The largest Hess buyer in Q3 2018 was Fidelity Investments, an estimated $217M added.
  • The largest Hess seller in Q3 2018 was T. Rowe Price Associates, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2018.