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HES

Hess

Delisted

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

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
401
GAMCO Investors
Connecticut
$883K -$47.8K -349 -5%
TMAM
402
Tokio Marine Asset Management
Japan
$859K +$19.6K +143 +2%
Hotchkis & Wiley Capital Management
403
Hotchkis & Wiley Capital Management
California
$859K +$43.8K +320 +5%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$829K
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$825K +$26.1K +191 +3%
CC
406
Claybrook Capital
Massachusetts
$816K
HA
407
Harbor Advisors
Florida
$816K
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$813K +$150K +1,099 +23%
WCM Investment Management
409
WCM Investment Management
California
$810K +$828K +6,050 New
UIM
410
USS Investment Management
United Kingdom
$802K
Acadian Asset Management
411
Acadian Asset Management
Massachusetts
$794K +$525K +3,833 +190%
MWM
412
Moran Wealth Management
Florida
$792K +$798K +5,829 New
PAG
413
Private Advisor Group
New Jersey
$786K +$144K +1,054 +22%
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$781K +$23.4K +171 +3%
FIM
415
Freedom Investment Management
Connecticut
$778K -$48.3K -353 -6%
MML Investors Services
416
MML Investors Services
Massachusetts
$777K +$29K +212 +4%
CCA
417
Catalyst Capital Advisors
New York
$776K
PSC
418
Portman Square Capital
United Kingdom
$772K +$778K +5,681 New
LFA
419
Legacy Financial Advisors
Kentucky
$767K +$8.35K +61 +1%
ACG
420
Aventail Capital Group
New York
$764K +$769K +5,617 New
EA
421
Emerald Advisers
Pennsylvania
$759K -$10.8K -79 -1%
CM
422
Castleark Management
Illinois
$759K -$2.4M -17,560 -76%
BB
423
Bell Bank
North Dakota
$757K +$137 +1 +0%
SI
424
Symmetry Investments
Jersey
$734K +$739K +5,400 New
GLA
425
Great Lakes Advisors
Illinois
$731K +$35.3K +258 +5%

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.