We are live on ! Find out more
HES

Hess

Delisted

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

473 hedge funds and large institutions have $9.03B invested in Hess in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 196 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.3% more ownership

Funds ownership: 85.59%88.89% (+3.3%)

15% less funds holding

Funds holding: 559473 (-86)

19% less call options, than puts

Call options by funds: $132M | Put options by funds: $164M

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 196

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

48% less capital invested

Capital invested by funds: $17.4B → $9.03B (-$8.37B)

63% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 129

Holders
473
Holders Change
-86
Holders Change %
-15.38%
% of All Funds
10.42%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
48
Increased
151
Reduced
196
Closed
129
Calls
$132M
Puts
$164M
Net Calls
-$31.9M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Bartlett & Co
Ohio
$5K +$8.44K +156 New
DI
427
Disciplined Investments
Oklahoma
$5K +$8.6K +159 New
GFPC
428
Global Financial Private Client
Florida
$4.45K
LC
429
Lindbrook Capital
California
$4K -$38.2K -706 -84%
TSW
430
Thompson Siegel & Walmsley
Virginia
$4K -$21.4K -395 -77%
ST
431
Smithfield Trust
Pennsylvania
$4K -$1.62K -30 -21%
HPC
432
HM Payson & Co
Maine
$4K
SFSIG
433
San Francisco Sentry Investment Group
California
$4K +$6.33K +117 New
EW
434
Evoke Wealth
California
$3.17K -$6.38K -118 -55%
SWA
435
Sutton Wealth Advisors
Florida
$3.13K -$433 -8 -8%
SIM
436
Sonora Investment Management
Arizona
$3K
CAN
437
Claraphi Advisory Network
United States
$3K +$5.25K +97 New
SC
438
Stralem & Co
New York
$3K +$5.57K +103 New
GWS
439
Glassman Wealth Services
Virginia
$2K -$2.71K -50 -52%
SCA
440
Stonebridge Capital Advisors
Minnesota
$2K -$2.6K -48 -43%
BFC
441
Bedel Financial Consulting
Indiana
$2K
SWM
442
Selective Wealth Management
Virginia
$2K
WEC
443
Winslow Evans & Crocker
Massachusetts
$2K
GI
444
Gradient Investments
Minnesota
$2K +$2.98K +55 +917%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$2K +$3.57K +66 New
WQ
446
Wealth Quarterback
New Jersey
$2K -$5.57K -103 -63%
AWA
447
Arkadios Wealth Advisors
Georgia
$1.8K
KFS
448
Kelly Financial Services
Massachusetts
$1.1K
PRC
449
Pearl River Capital
Michigan
$1K -$561K -10,370 -100%
TWA
450
TCI Wealth Advisors
Arizona
$1K -$21.3K -394 -94%

HES Hedge Fund Activity: Q1 2020 in Review

473 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2020, worth a combined $9.03B — down 48% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of HES and 48 opened new positions — a net loss of 81 holders — while 196 trimmed existing stakes and 151 added.

The largest buyer was Capital International Investors, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $319M.

  • 473 institutional investors held Hess (HES) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $9.03B of Hess stock for Q1 2020, down 48% quarter-over-quarter.
  • 48 funds opened new Hess positions in Q1 2020 and 129 closed out, a net change of -81 holders.
  • The largest Hess buyer in Q1 2020 was Capital International Investors, an estimated $458M added.
  • The largest Hess seller in Q1 2020 was Fidelity Investments, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2020.