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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
SCC
401
Spring Creek Capital
Kansas
$239K +$214K +3,577 New
MWM
402
Mission Wealth Management
California
$237K +$212K +3,550 New
WSCM
403
Wellington Shields Capital Management
New York
$234K -$49.1K -822 -19%
FDS
404
Freedom Day Solutions
Texas
$233K +$208K +3,479 New
MC
405
Moors & Cabot
Massachusetts
$231K +$206K +3,449 New
LOAME
406
Lombard Odier Asset Management (Europe)
United Kingdom
$231K +$206K +3,453 New
DSC
407
Duncker Streett & Co
Missouri
$224K -$17.9K -300 -8%
DCM
408
Dupont Capital Management
Delaware
$220K +$196K +3,283 New
FA
409
FDx Advisors
Illinois
$216K -$166K -2,776 -46%
RM
410
Resource Management
Louisiana
$214K +$192K +3,209 New
CCP
411
Corient Capital Partners
California
$213K +$191K +3,192 New
PIA
412
Piedmont Investment Advisors
North Carolina
$205K +$183K +3,069 New
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$201K -$59.7K -1,000 -25%
LWA
414
Lenox Wealth Advisors
New York
$201K
BF
415
BOK Financial
Oklahoma
$201K +$180K +3,006 New
Qube Research & Technologies (QRT)
416
Qube Research & Technologies (QRT)
United Kingdom
$183K -$23.4K -391 -13%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$173K -$3.17K -53 -2%
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$159K +$2.63K +44 +2%
IA
419
IFP Advisors
Florida
$157K -$13K -218 -9%
CWM
420
Cornerstone Wealth Management
Missouri
$154K +$598K +10,012 New
AssetMark Inc
421
AssetMark Inc
California
$152K -$2.51K -42 -2%
RWA
422
Ropes Wealth Advisors
Massachusetts
$147K
TRCT
423
Tower Research Capital (TRC)
New York
$140K +$104K +1,742 +509%
HNB
424
Huntington National Bank
Ohio
$139K -$657 -11 -0.5%
CIM
425
Contravisory Investment Management
Massachusetts
$139K +$5.02K +84 +4%

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.