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HES

Hess

Delisted

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

539 hedge funds and large institutions have $18B invested in Hess in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 214 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $14.5B → $18B (+$3.51B)

4% more funds holding

Funds holding: 518539 (+21)

9% less call options, than puts

Call options by funds: $449M | Put options by funds: $491M

3.48% less ownership

Funds ownership: 90.73%87.24% (-3.5%)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 214

Holders
539
Holders Change
+21
Holders Change %
+4.05%
% of All Funds
12.34%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
82
Increased
144
Reduced
214
Closed
57
Calls
$449M
Puts
$491M
Net Calls
-$42.5M
Net Calls Change
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
426
Brown Brothers Harriman & Co
New York
$125K
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$121K +$60 +1 +0.1%
GT
428
Glenmede Trust
Pennsylvania
$105K -$12.9K -216 -12%
HFM
429
Harvest Fund Management
China
$104K +$92.6K +1,550 New
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$98K
CAM
431
Close Asset Management
United Kingdom
$97K
MYIA
432
Mount Yale Investment Advisors
Colorado
$94K +$60 +1 +0.1%
NIMI
433
Natixis Investment Managers International
France
$87K +$77.7K +1,300 New
FMT
434
First Mercantile Trust
Tennessee
$86K +$77.1K +1,290 New
MA
435
MUFG Americas
New York
$84K -$357K -5,976 -83%
ADL
436
Asset Dedication LLC
California
$80K
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$75K +$4.18K +70 +7%
IWP
438
Icon Wealth Partners
Texas
$69K +$61.2K +1,025 New
SIAS
439
Shine Investment Advisory Services
Colorado
$65K
CAM
440
CenterStar Asset Management
Illinois
$64K
FMLI
441
Fukoku Mutual Life Insurance
Japan
$60K
POIA
442
Pin Oak Investment Advisors
Texas
$60K
PA
443
Parallel Advisors
California
$59K +$1.14K +19 +2%
TCOV
444
Trust Company of Vermont
Vermont
$59K +$14.8K +248 +39%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$58K +$51.4K +861 New
YWP
446
YorkBridge Wealth Partners
New York
$55K -$1.55K -26 -3%
CWA
447
Clarus Wealth Advisors
Arizona
$54K +$64.2K +1,075 New
RWA
448
River Wealth Advisors
Pennsylvania
$52K +$46.3K +775 New
GWS
449
Glassman Wealth Services
Virginia
$50K +$42.4K +710 +2,290%
SFG
450
SevenBridge Financial Group
Pennsylvania
$48K

HES Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2018, worth a combined $18B — up 24% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HES positions and 57 closed out — a net gain of 25 holders — while 144 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $682M. The largest seller was T. Rowe Price Associates, cutting an estimated $348M.

  • 539 institutional investors held Hess (HES) as of Q2 2018, up from 518 in Q1 2018.
  • Funds reported $18B of Hess stock for Q2 2018, up 24% quarter-over-quarter.
  • 82 funds opened new Hess positions in Q2 2018 and 57 closed out, a net change of +25 holders.
  • The largest Hess buyer in Q2 2018 was Fidelity Investments, an estimated $682M added.
  • The largest Hess seller in Q2 2018 was T. Rowe Price Associates, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2018.