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HES

Hess

Delisted

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

478 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 58

28% more capital invested

Capital invested by funds: $10.4B → $13.4B (+$2.96B)

5% more funds holding

Funds holding: 457478 (+21)

0.76% less ownership

Funds ownership: 82.93%82.17% (-0.76%)

10% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 172

31% less call options, than puts

Call options by funds: $202M | Put options by funds: $294M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
478
Holders Change
+21
Holders Change %
+4.6%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
84
Increased
154
Reduced
172
Closed
58
Calls
$202M
Puts
$294M
Net Calls
-$92.1M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LGA
401
Lebenthal Global Advisors
New York
$29K +$25.3K +557 New
MWP
402
Meridian Wealth Partners
Pennsylvania
$27K +$227 +5 +1%
FWM
403
Focused Wealth Management
New York
$26K
VRM
404
Vectors Research Management
New York
$26K +$22.7K +500 New
VCG
405
Vantage Consulting Group
Virginia
$25K +$21.5K +472 New
PWPS
406
Pinnacle Wealth Planning Services
Ohio
$25K +$21.9K +482 New
NO
407
Ninety One
South Africa
$24K
SL
408
Savior LLC
Massachusetts
$24K
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8K
CFA
410
Carroll Financial Associates
North Carolina
$23K -$24K -529 -54%
S
411
SignatureFD
Georgia
$23K -$2.77K -61 -12%
RWA
412
Ropes Wealth Advisors
Massachusetts
$23K
APA
413
American Portfolios Advisors
New York
$22.6K -$2.23K -49 -10%
CI
414
CX Institutional
Indiana
$22K +$7.86K +173 +69%
RIA
415
RPG Investment Advisory
California
$21K
AWG
416
Altus Wealth Group
Colorado
$17K +$14.8K +326 New
HFM
417
Harvest Fund Management
China
$16K +$14K +307 New
TCWA
418
Ten Capital Wealth Advisors
Washington
$13K +$11.4K +250 New
FBT
419
First Bank & Trust
South Dakota
$12K
FRA
420
Front Row Advisors
California
$10K -$3.09K -68 -27%
GAM
421
Gemmer Asset Management
California
$10K
RPWA
422
Regent Peak Wealth Advisors
Georgia
$10K +$8.36K +184 New
SLF
423
Sun Life Financial
Ontario, Canada
$9K -$45 -1 -0.6%
RFA
424
Reilly Financial Advisors
California
$9K
Jones Financial Companies
425
Jones Financial Companies
Missouri
$9K +$7.86K +173 New

HES Hedge Fund Activity: Q4 2020 in Review

478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2020, worth a combined $13.4B — up 28% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HES positions and 58 closed out — a net gain of 26 holders — while 154 added to existing stakes and 172 trimmed.

The largest buyer was Capital World Investors, adding an estimated $68.3M. The largest seller was UBS AM, cutting an estimated $134M.

  • 478 institutional investors held Hess (HES) as of Q4 2020, up from 457 in Q3 2020.
  • Funds reported $13.4B of Hess stock for Q4 2020, up 28% quarter-over-quarter.
  • 84 funds opened new Hess positions in Q4 2020 and 58 closed out, a net change of +26 holders.
  • The largest Hess buyer in Q4 2020 was Capital World Investors, an estimated $68.3M added.
  • The largest Hess seller in Q4 2020 was UBS AM, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.