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HES

Hess

Delisted

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

473 hedge funds and large institutions have $9.03B invested in Hess in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 196 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.3% more ownership

Funds ownership: 85.59%88.89% (+3.3%)

15% less funds holding

Funds holding: 559473 (-86)

19% less call options, than puts

Call options by funds: $132M | Put options by funds: $164M

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 196

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

48% less capital invested

Capital invested by funds: $17.4B → $9.03B (-$8.37B)

63% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 129

Holders
473
Holders Change
-86
Holders Change %
-15.38%
% of All Funds
10.42%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
48
Increased
151
Reduced
196
Closed
129
Calls
$132M
Puts
$164M
Net Calls
-$31.9M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$33K +$54.1K +1,000 New
CFA
377
Carroll Financial Associates
North Carolina
$32K -$19.1K -353 -27%
HIA
378
Harbor Investment Advisory
Maryland
$30K +$48.2K +890 +89,000%
PWMG
379
Prestige Wealth Management Group
New Jersey
$29K
FCMT
380
Founders Capital Management (Texas)
Texas
$27K +$16.2K +300 +60%
RFM
381
Royal Fund Management
Florida
$26K -$8.93K -165 -17%
CFG
382
CKW Financial Group
Hawaii
$26K +$43.3K +800 New
FBT
383
First Bank & Trust
South Dakota
$25K +$40.6K +750 New
QCG
384
Quadrant Capital Group
Ohio
$24K -$44.7K -826 -55%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$24K
VFA
386
Valeo Financial Advisors
Indiana
$24K +$5.41K +100 +20%
IA
387
IndexIQ Advisors
New York
$23K -$15.9K -293 -30%
TCOV
388
Trust Company of Vermont
Vermont
$20K -$5.84K -108 -15%
CT
389
Caldwell Trust
Florida
$20K
BCA
390
Berman Capital Advisors
Georgia
$19K +$11.1K +205 +52%
VLKIM
391
Van Lanschot Kempen Investment Management
Netherlands
$18K
GRP
392
Global Retirement Partners
California
$18K +$216 +4 +0.8%
FWM
393
Focused Wealth Management
New York
$16K
O
394
Ossiam
France
$16K +$25.9K +478 +9,560%
APA
395
American Portfolios Advisors
New York
$15.9K -$2.49K -46 -9%
IA
396
IFP Advisors
Florida
$15K -$8.55K -158 -27%
SL
397
Savior LLC
Massachusetts
$15K -$595 -11 -2%
CFB
398
Cullen/Frost Bankers
Texas
$15K
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$14K -$3.57K -66 -13%

HES Hedge Fund Activity: Q1 2020 in Review

473 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2020, worth a combined $9.03B — down 48% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of HES and 48 opened new positions — a net loss of 81 holders — while 196 trimmed existing stakes and 151 added.

The largest buyer was Capital International Investors, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $319M.

  • 473 institutional investors held Hess (HES) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $9.03B of Hess stock for Q1 2020, down 48% quarter-over-quarter.
  • 48 funds opened new Hess positions in Q1 2020 and 129 closed out, a net change of -81 holders.
  • The largest Hess buyer in Q1 2020 was Capital International Investors, an estimated $458M added.
  • The largest Hess seller in Q1 2020 was Fidelity Investments, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2020.