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HES

Hess

Delisted

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

542 hedge funds and large institutions have $16.1B invested in Hess in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 189 increasing their positions, 187 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $485M | Put options by funds: $297M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 520542 (+22)

1% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 187

3.91% less ownership

Funds ownership: 91.46%87.55% (-3.9%)

9% less capital invested

Capital invested by funds: $17.6B → $16.1B (-$1.5B)

Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
11.89%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
72
Increased
189
Reduced
187
Closed
49
Calls
$485M
Puts
$297M
Net Calls
+$188M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
Carroll Financial Associates
North Carolina
$104K
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$98K -$11.4K -183 -10%
IRC
428
Investors Research Corp
Georgia
$81K
PA
429
Parallel Advisors
California
$75K +$1.37K +22 +2%
ARMT
430
Amica Retiree Medical Trust
Rhode Island
$69K +$71.2K +1,142 New
AssetMark Inc
431
AssetMark Inc
California
$68K +$4.74K +76 +7%
HGWM
432
Harvest Group Wealth Management
Massachusetts
$67K +$312 +5 +0.5%
S
433
SignatureFD
Georgia
$67K +$11.3K +182 +20%
SFS
434
Sowell Financial Services
Arkansas
$64K +$65.5K +1,051 New
RFM
435
Royal Fund Management
Florida
$63K -$20.6K -330 -24%
PRC
436
Pearl River Capital
Michigan
$61K +$63.1K +1,013 New
BCWM
437
Bartlett & Co Wealth Management
Ohio
$60.5K +$62.3K +1,000 New
BC
438
Bartlett & Co
Ohio
$60K +$62.3K +1,000 New
HFM
439
Harvest Fund Management
China
$56K
Loomis, Sayles & Company
440
Loomis, Sayles & Company
Massachusetts
$56K +$57.8K +927 New
CIAS
441
Capital Investment Advisory Services
North Carolina
$55K
SPIA
442
Steward Partners Investment Advisory
New York
$55K +$28K +450 +96%
POIA
443
Pin Oak Investment Advisors
Texas
$54K
PWMG
444
Prestige Wealth Management Group
New Jersey
$53K
IA
445
IFP Advisors
Florida
$53K +$55.6K +892 New
LC
446
Lindbrook Capital
California
$51K -$935 -15 -2%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$50K -$10.3K -166 -17%
CIA
448
CSat Investment Advisory
Michigan
$48K -$2.24K -36 -4%
GLI
449
Guardian Life Insurance
New York
$46K +$1.43K +23 +3%
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$46K +$48.2K +773 New

HES Hedge Fund Activity: Q3 2019 in Review

542 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2019, worth a combined $16.1B — down 8.5% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 49 closed out — a net gain of 23 holders — while 189 added to existing stakes and 187 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $317M. The largest seller was Elliott Management, cutting an estimated $595M.

  • 542 institutional investors held Hess (HES) as of Q3 2019, up from 520 in Q2 2019.
  • Funds reported $16.1B of Hess stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2019 and 49 closed out, a net change of +23 holders.
  • The largest Hess buyer in Q3 2019 was Dodge & Cox, an estimated $317M added.
  • The largest Hess seller in Q3 2019 was Elliott Management, an estimated $595M sold.

Based on aggregated 13F filings for Q3 2019.