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HES

Hess

Delisted

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

584 hedge funds and large institutions have $15.2B invested in Hess in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 74.29%78.63% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less funds holding

Funds holding: 603584 (-19)

7% less capital invested

Capital invested by funds: $16.4B → $15.2B (-$1.12B)

17% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 70

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

38% less call options, than puts

Call options by funds: $155M | Put options by funds: $249M

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
58
Increased
190
Reduced
236
Closed
70
Calls
$155M
Puts
$249M
Net Calls
-$93.9M
Net Calls Change
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
426
Thrivent Financial for Lutherans
Minnesota
$407K
HFS
427
HL Financial Services
Kentucky
$397K -$150K -2,097 -26%
QT
428
Quantbot Technologies
New York
$397K +$137K +1,923 +49%
ANRIA
429
American National Registered Investment Advisor
Texas
$389K -$25K -350 -6%
RJT
430
Raymond James Trust
Florida
$388K +$20K +281 +5%
MNBTD
431
Moody National Bank Trust Division
Texas
$385K +$5.35K +75 +1%
BA
432
Boston Advisors
Massachusetts
$376K +$51K +715 +15%
DSC
433
Duncker Streett & Co
Missouri
$369K
SCM
434
Shelton Capital Management
Colorado
$366K
CC
435
ClearArc Capital
Ohio
$357K -$11.3K -159 -3%
WF
436
Welch & Forbes
Massachusetts
$354K -$35.7K -500 -9%
PAM
437
PartnerRe Asset Management
Connecticut
$349K -$18.8K -264 -5%
BAM
438
Burnham Asset Management
New York
$348K +$357 +5 +0.1%
SM
439
Stratton Management
Pennsylvania
$346K -$127K -1,775 -26%
CI
440
Constellation Investments
Ohio
$346K -$7.13K -100 -2%
MC
441
Menta Capital
California
$346K +$364K +5,100 New
DDC
442
DF Dent & Co
Maryland
$343K
Dodge & Cox
443
Dodge & Cox
California
$340K
SJIM
444
St. Johns Investment Management
Florida
$338K -$1.78K -25 -0.5%
SEC
445
Seven Eight Capital
New York
$321K +$335K +4,700 +15,667%
NFG
446
Next Financial Group
Texas
$318K -$8.91K -125 -3%
Simplex Trading
447
Simplex Trading
Illinois
$311K -$514K -7,201 -61%
AIP
448
Ameritas Investment Partners
Nebraska
$308K -$1.64M -22,973 -84%
CS
449
Cannell & Spears
New York
$307K +$20.3K +285 +7%
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$302K -$18.3M -256,503 -98%

HES Hedge Fund Activity: Q1 2015 in Review

584 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2015, worth a combined $15.2B — down 6.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of HES and 58 opened new positions — a net loss of 12 holders — while 236 trimmed existing stakes and 190 added.

The largest buyer was Wellington Management Group, adding an estimated $491M. The largest seller was Sound Shore Management, exiting entirely with an estimated $142M sold.

  • 584 institutional investors held Hess (HES) as of Q1 2015, down from 603 in Q4 2014.
  • Funds reported $15.2B of Hess stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 58 funds opened new Hess positions in Q1 2015 and 70 closed out, a net change of -12 holders.
  • The largest Hess buyer in Q1 2015 was Wellington Management Group, an estimated $491M added.
  • The largest Hess seller in Q1 2015 was Sound Shore Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.