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HES

Hess

Delisted

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

466 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $9.03B → $13.4B (+$4.41B)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

1% less funds holding

Funds holding: 473466 (-7)

4.15% less ownership

Funds ownership: 88.89%84.75% (-4.1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $185M | Put options by funds: $259M

35% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 205

Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
55
Increased
134
Reduced
205
Closed
60
Calls
$185M
Puts
$259M
Net Calls
-$74.4M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
426
AGF Investments LLC
Ontario, Canada
$7K +$6.13K +134 New
GFPC
427
Global Financial Private Client
Florida
$6.93K
GWS
428
Glassman Wealth Services
Virginia
$6K +$2.75K +60 +128%
SIM
429
Sonora Investment Management
Arizona
$5K
SC
430
Stralem & Co
New York
$5K
IA
431
IFP Advisors
Florida
$4K -$15.4K -337 -81%
ZB
432
Zions Bancorporation
Utah
$4K +$1.6K +35 +80%
CFD
433
Creative Financial Designs
Indiana
$4K +$3.43K +75 New
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$3K -$11.8M -257,785 -100%
LC
435
Lindbrook Capital
California
$3K -$3.8K -83 -61%
BFC
436
Bedel Financial Consulting
Indiana
$3K
SWM
437
Selective Wealth Management
Virginia
$3K
CWC
438
Carolinas Wealth Consulting
North Carolina
$3K +$2.75K +60 New
JG
439
Jefferies Group
New York
$2.96K +$1.66M +36,217 +173%
AWA
440
Arkadios Wealth Advisors
Georgia
$2.56K
SWA
441
Sutton Wealth Advisors
Florida
$2.07K -$2.47K -54 -57%
PCG
442
Private Capital Group
Connecticut
$2K -$12.9K -281 -86%
TFO
443
Tarbox Family Office
California
$2K -$12.7K -277 -87%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$7.46K -163 -80%
HI
445
Hudock Inc
Pennsylvania
$2K
JCM
446
Jacobi Capital Management
Pennsylvania
$2K
LF
447
Lee Financial
Texas
$2K
BWM
448
BerganKDV Wealth Management
Minnesota
$2K +$870 +19 +73%
NC
449
NewSquare Capital
Pennsylvania
$2K +$2.15K +47 New
PO
450
Private Ocean
California
$2K +$2.56K +56 New

HES Hedge Fund Activity: Q2 2020 in Review

466 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2020, worth a combined $13.4B — up 49% from $9.03B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HES and 55 opened new positions — a net loss of 5 holders — while 205 trimmed existing stakes and 134 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 466 institutional investors held Hess (HES) as of Q2 2020, down from 473 in Q1 2020.
  • Funds reported $13.4B of Hess stock for Q2 2020, up 49% quarter-over-quarter.
  • 55 funds opened new Hess positions in Q2 2020 and 60 closed out, a net change of -5 holders.
  • The largest Hess buyer in Q2 2020 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Hess seller in Q2 2020 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2020.