We are live on ! Find out more
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
SIAS
401
Shine Investment Advisory Services
Colorado
$14K
RWA
402
Ropes Wealth Advisors
Massachusetts
$14K +$162 +3 +0.7%
NO
403
Ninety One
South Africa
$13K -$1.26M -23,376 -98%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$13K
RIA
405
RPG Investment Advisory
California
$13K
BL
406
Balentine LLC
Georgia
$13K +$16.9K +312 +376%
FRA
407
Front Row Advisors
California
$12K
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$12K
PA
409
Procyon Advisors
Connecticut
$12K
CFG
410
Citizens Financial Group
Rhode Island
$11K -$22K -406 -55%
TFO
411
Tarbox Family Office
California
$11K +$4.44K +82 +35%
PCG
412
Private Capital Group
Connecticut
$11K +$7.74K +143 +78%
AIM
413
Artemis Investment Management
United Kingdom
$10.2K -$26.9M -498,090 -62%
QAM
414
QCI Asset Management
New York
$10K
GAM
415
Gemmer Asset Management
California
$10K +$3.73K +69 +28%
ASN
416
Advisory Services Network
Georgia
$7K -$65.9K -1,218 -84%
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$2.11K -39 -16%
NSIM
418
North Star Investment Management
Illinois
$7K
KPW
419
Kore Private Wealth
New York
$7K +$8.71K +161 +460%
RFA
420
Reilly Financial Advisors
California
$6K
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$6K +$4.22K +78 +78%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$5.2K +$8.44K +156 New
OC
423
Oakworth Capital
Alabama
$5K
SLF
424
Sun Life Financial
Ontario, Canada
$5K
KFI
425
Key Financial Inc
Pennsylvania
$5K +$7.68K +142 New

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.