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HES

Hess

Delisted

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

478 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 58

28% more capital invested

Capital invested by funds: $10.4B → $13.4B (+$2.96B)

5% more funds holding

Funds holding: 457478 (+21)

0.76% less ownership

Funds ownership: 82.93%82.17% (-0.76%)

10% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 172

31% less call options, than puts

Call options by funds: $202M | Put options by funds: $294M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
478
Holders Change
+21
Holders Change %
+4.6%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
84
Increased
154
Reduced
172
Closed
58
Calls
$202M
Puts
$294M
Net Calls
-$92.1M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
426
Oakworth Capital
Alabama
$8K
CCA
427
Childress Capital Advisors
Texas
$8K +$7.09K +156 New
GWS
428
Glassman Wealth Services
Virginia
$7K -$3.59K -79 -37%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$7K -$909 -20 -13%
ZB
430
Zions Bancorporation
Utah
$7K +$2.32K +51 +65%
CAAS
431
Capital Asset Advisory Services
Michigan
$7K +$5.68K +125 New
TFS
432
TrustCore Financial Services
Tennessee
$7K +$6.23K +137 New
KFI
433
Key Financial Inc
Pennsylvania
$7K +$6.46K +142 New
WWM
434
Wolff Wiese Magana
California
$6K +$4.77K +105 New
SWA
435
SOA Wealth Advisors
New York
$6K +$5.09K +112 New
AIG
436
American International Group
New York
$5.76K -$127K -2,784 -2%
GWMIA
437
Global Wealth Management Investment Advisory
Florida
$5K -$3.32K -73 -42%
SIM
438
Sonora Investment Management
Arizona
$5K
VFA
439
Valeo Financial Advisors
Indiana
$5K
AW
440
Avion Wealth
Texas
$5K +$4.55K +100 New
EI
441
Ellevest Inc
New York
$4K -$6.73K -148 -69%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$4K -$273 -6 -7%
CFD
443
Creative Financial Designs
Indiana
$4K
IA
444
IFP Advisors
Florida
$4K
JCM
445
Jacobi Capital Management
Pennsylvania
$4K +$2.09K +46 +124%
SWP
446
ShoreHaven Wealth Partners
New Jersey
$4K +$3.5K +77 New
SWA
447
Sutton Wealth Advisors
Florida
$3.69K +$1.36K +30 +75%
MGIM
448
M&G Investment Management
United Kingdom
$3.03K -$497K -10,941 -16%
TF
449
Tompkins Financial
New York
$3K -$133K -2,935 -98%
LC
450
Lindbrook Capital
California
$3K -$545 -12 -19%

HES Hedge Fund Activity: Q4 2020 in Review

478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2020, worth a combined $13.4B — up 28% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HES positions and 58 closed out — a net gain of 26 holders — while 154 added to existing stakes and 172 trimmed.

The largest buyer was Capital World Investors, adding an estimated $68.3M. The largest seller was UBS AM, cutting an estimated $134M.

  • 478 institutional investors held Hess (HES) as of Q4 2020, up from 457 in Q3 2020.
  • Funds reported $13.4B of Hess stock for Q4 2020, up 28% quarter-over-quarter.
  • 84 funds opened new Hess positions in Q4 2020 and 58 closed out, a net change of +26 holders.
  • The largest Hess buyer in Q4 2020 was Capital World Investors, an estimated $68.3M added.
  • The largest Hess seller in Q4 2020 was UBS AM, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.