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HES

Hess

Delisted

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

539 hedge funds and large institutions have $18B invested in Hess in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 214 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $14.5B → $18B (+$3.51B)

4% more funds holding

Funds holding: 518539 (+21)

9% less call options, than puts

Call options by funds: $449M | Put options by funds: $491M

3.48% less ownership

Funds ownership: 90.73%87.24% (-3.5%)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 214

Holders
539
Holders Change
+21
Holders Change %
+4.05%
% of All Funds
12.34%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
82
Increased
144
Reduced
214
Closed
57
Calls
$449M
Puts
$491M
Net Calls
-$42.5M
Net Calls Change
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$330K -$71.7K -1,200 -20%
SCM
377
Shelton Capital Management
Colorado
$330K
LFA
378
Legacy Financial Advisors
Kentucky
$323K
NRS
379
Neville Rodie & Shaw
New York
$308K
RCA
380
Rowland Carmichael Advisors
Arizona
$306K
LTFS
381
Ladenburg Thalmann Financial Services
Florida
$297K
LS
382
Livforsakringsbolaget Skandia
Sweden
$292K
FIM
383
Freedom Investment Management
Connecticut
$290K +$259K +4,328 New
AG
384
Advisor Group
Arizona
$289K -$36.1K -604 -12%
1SB
385
1ST Source Bank
Indiana
$285K
SWM
386
SeaCrest Wealth Management
New York
$284K +$777 +13 +0.3%
FIM
387
Fruth Investment Management
Texas
$280K
CC
388
Cipher Capital
New York
$278K +$248K +4,143 New
SLAM
389
Swiss Life Asset Management
$276K +$246K +4,120 New
MCA
390
Mercer Capital Advisers
New Jersey
$271K
BG
391
Bollard Group
Massachusetts
$271K +$896 +15 +0.4%
DILIC
392
Dai-ichi Life Insurance Company
Japan
$269K
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$268K -$329K -5,500 -58%
IC
394
Inverness Counsel
New York
$263K -$19.2K -321 -8%
First Trust Advisors
395
First Trust Advisors
Illinois
$263K +$235K +3,935 New
SI
396
Stephens Inc
Arkansas
$262K -$42.9K -718 -15%
Dodge & Cox
397
Dodge & Cox
California
$261K -$5.97K -100 -2%
PI
398
Putnam Investments
Massachusetts
$257K +$229K +3,835 New
MYAM
399
Meiji Yasuda Asset Management
Japan
$246K +$220K +3,681 New
IG
400
ING Group
Netherlands
$243K +$217K +3,638 New

HES Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2018, worth a combined $18B — up 24% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HES positions and 57 closed out — a net gain of 25 holders — while 144 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $682M. The largest seller was T. Rowe Price Associates, cutting an estimated $348M.

  • 539 institutional investors held Hess (HES) as of Q2 2018, up from 518 in Q1 2018.
  • Funds reported $18B of Hess stock for Q2 2018, up 24% quarter-over-quarter.
  • 82 funds opened new Hess positions in Q2 2018 and 57 closed out, a net change of +25 holders.
  • The largest Hess buyer in Q2 2018 was Fidelity Investments, an estimated $682M added.
  • The largest Hess seller in Q2 2018 was T. Rowe Price Associates, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2018.