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HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
426
Savior LLC
Massachusetts
$32K
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$32K +$28.9K +452 New
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K
RIA
429
RPG Investment Advisory
California
$28K
BWA
430
BDO Wealth Advisors
Florida
$23K +$19.2K +300 +1,154%
IA
431
IndexIQ Advisors
New York
$18K -$31.9K -499 -66%
TCWA
432
Ten Capital Wealth Advisors
Washington
$17K
FRA
433
Front Row Advisors
California
$17K +$3.33K +52 +28%
FWM
434
Focused Wealth Management
New York
$16K -$16.9K -264 -53%
GAM
435
Gemmer Asset Management
California
$14K
Jones Financial Companies
436
Jones Financial Companies
Missouri
$14K +$1.15K +18 +10%
PCG
437
Private Capital Group
Connecticut
$14K +$9.72K +152 +362%
RWB
438
RMR Wealth Builders
New Jersey
$14K +$12.8K +200 New
PB
439
Pinnacle Bancorp
Nebraska
$13K +$11.7K +183 New
RFA
440
Reilly Financial Advisors
California
$12K
EI
441
Ellevest Inc
New York
$12K +$6.78K +106 +156%
FBT
442
First Bank & Trust
South Dakota
$11K -$4.22K -66 -29%
SLF
443
Sun Life Financial
Ontario, Canada
$11K -$192 -3 -2%
OC
444
Oakworth Capital
Alabama
$11K
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$11K +$4.67K +73 +88%
KFI
446
Key Financial Inc
Pennsylvania
$10K
GWS
447
Glassman Wealth Services
Virginia
$10K +$128 +2 +1%
FI
448
FormulaFolio Investments
Michigan
$9K +$7.23K +113 New
AIG
449
American International Group
New York
$7.54K -$159K -2,487 -2%
PFBT
450
Parkside Financial Bank & Trust
Missouri
$7K -$1.85K -29 -22%

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.