We are live on ! Find out more
HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
401
Leonteq Securities AG
Switzerland
$69.8K -$41.4K -647 -40%
AA
402
Ancora Advisors
Ohio
$69K
T
403
TOBAM
France
$68K
SWM
404
Spire Wealth Management
Virginia
$64K +$57.2K +894 New
FF
405
FourThought Financial
Florida
$59K
CFG
406
CKW Financial Group
Hawaii
$57K
FCMT
407
Founders Capital Management (Texas)
Texas
$57K
IAIM
408
International Assets Investment Management
Florida
$55K
HFM
409
Harvest Fund Management
China
$54K +$29.3K +458 +149%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$51K
QCG
411
Quadrant Capital Group
Ohio
$51K +$4.54K +71 +11%
VC
412
Veracity Capital
Georgia
$50K
NIM
413
NuWave Investment Management
New Jersey
$49K +$44.3K +693 New
JAM
414
JCIC Asset Management
Ontario, Canada
$47K +$4.86K +76 +13%
TPCW
415
TD Private Client Wealth
New York
$46.7K -$384 -6 -0.9%
SC
416
SouthState Corp
Florida
$44K
CT
417
Caldwell Trust
Florida
$42.5K
CIA
418
CSat Investment Advisory
Michigan
$41K -$5.88K -92 -14%
HI
419
Harbour Investments
Wisconsin
$40K +$36K +563 New
S
420
SignatureFD
Georgia
$37K +$6.2K +97 +23%
CI
421
CX Institutional
Indiana
$36K +$5.69K +89 +21%
HWMA
422
Heritage Wealth Management (Arizona)
Arizona
$35K +$32K +501 New
APA
423
American Portfolios Advisors
New York
$33.9K +$3.2K +50 +12%
CFA
424
Carroll Financial Associates
North Carolina
$33K +$1.22K +19 +4%
NO
425
Ninety One
South Africa
$32K

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.