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HES

Hess

Delisted

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

644 hedge funds and large institutions have $19.8B invested in Hess in 2014 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 194 increasing their positions, 265 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $577M | Put options by funds: $269M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

0% more funds holding

Funds holding: 644644 (0)

0.71% less ownership

Funds ownership: 74.24%73.53% (-0.71%)

4% less capital invested

Capital invested by funds: $20.5B → $19.8B (-$743M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

27% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 265

Holders
644
Holders Change
Holders Change %
0%
% of All Funds
18.6%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.98%
New
72
Increased
194
Reduced
265
Closed
62
Calls
$577M
Puts
$269M
Net Calls
+$308M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
401
LPL Financial
California
$930K -$1.03M -12,936 -54%
DL
402
Delta Lloyd
Netherlands
$915K +$121K +1,523 +16%
ACI
403
Advance Capital I
Michigan
$912K +$874K +11,000 New
PI
404
Putnam Investments
Massachusetts
$911K -$73.4K -924 -8%
KIA
405
KCM Investment Advisors
California
$880K +$79 +1 +0%
Stifel Financial
406
Stifel Financial
Missouri
$879K +$843K +10,606 New
AAIM
407
American Assets Investment Management
California
$875K +$57.2K +720 +7%
TH
408
Timber Hill
Connecticut
$873K -$219K -2,753 -21%
CI
409
Conning Inc
Connecticut
$865K +$17.5K +220 +2%
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$858K +$275K +3,463 +52%
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$840K -$40.8K -514 -5%
NSEDCP
412
NJ State Employees Deferred Compensation Plan
New Jersey
$829K
FCH
413
Freestone Capital Holdings
Washington
$829K +$795K +10,000 New
BG
414
Bollard Group
Massachusetts
$820K +$2.38K +30 +0.3%
MERSOM
415
Municipal Employees' Retirement System of Michigan
Michigan
$804K -$15.9K -200 -2%
PGIM
416
Pacific Global Investment Management
California
$803K -$66.2K -833 -8%
AA
417
ALPS Advisors
Colorado
$798K +$766K +9,633 New
Macquarie Group
418
Macquarie Group
Australia
$796K
HK
419
Horizon Kinetics
New York
$792K +$237K +2,988 +45%
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$781K -$51.8K -652 -6%
OMCS
421
Old Mutual Customised Solutions
South Africa
$779K
SM
422
Stratton Management
Pennsylvania
$777K
PAG
423
Private Advisor Group
New Jersey
$738K +$30.4K +382 +4%
CPO
424
Cerity Partners OCIO
New York
$737K +$82.4K +1,037 +13%
HFS
425
HL Financial Services
Kentucky
$732K -$28.6K -360 -4%

HES Hedge Fund Activity: Q1 2014 in Review

644 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2014, worth a combined $19.8B — down 3.6% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 62 closed out — a net gain of 10 holders — while 194 added to existing stakes and 265 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $193M. The largest seller was Perry Capital, exiting entirely with an estimated $250M sold.

  • 644 institutional investors held Hess (HES) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.8B of Hess stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q1 2014 and 62 closed out, a net change of +10 holders.
  • The largest Hess buyer in Q1 2014 was Ninety One (UK), an estimated $193M added.
  • The largest Hess seller in Q1 2014 was Perry Capital, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2014.