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HES

Hess

Delisted

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

508 hedge funds and large institutions have $20.2B invested in Hess in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 83.59%83.62% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

5% less funds holding

Funds holding: 536508 (-28)

10% less capital invested

Capital invested by funds: $22.5B → $20.2B (-$2.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $201M | Put options by funds: $265M

30% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 71

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
50
Increased
179
Reduced
183
Closed
71
Calls
$201M
Puts
$265M
Net Calls
-$64.2M
Net Calls Change
-$76.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
426
FourThought Financial
Florida
$65K
FCMT
427
Founders Capital Management (Texas)
Texas
$62K
QCG
428
Quadrant Capital Group
Ohio
$61K -$4.13K -56 -7%
HFM
429
Harvest Fund Management
China
$59K
S
430
SignatureFD
Georgia
$57K -$3.68K -50 -6%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$57K
TPCW
432
TD Private Client Wealth
New York
$52.8K +$4.42K +60 +10%
JAM
433
JCIC Asset Management
Ontario, Canada
$52K
CI
434
CX Institutional
Indiana
$52K +$5.16K +70 +12%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$50K -$24.5K -333 -34%
NO
436
Ninety One
South Africa
$50K +$11.3K +154 +31%
CFG
437
CKW Financial Group
Hawaii
$49K
SC
438
SouthState Corp
Florida
$48K
CT
439
Caldwell Trust
Florida
$46.9K
HI
440
Harbour Investments
Wisconsin
$45K +$1.03K +14 +2%
SWM
441
Spire Wealth Management
Virginia
$44K -$11.8K -160 -22%
APA
442
American Portfolios Advisors
New York
$41.6K +$3.98K +54 +11%
HWMA
443
Heritage Wealth Management (Arizona)
Arizona
$39K
CFA
444
Carroll Financial Associates
North Carolina
$38K +$1.4K +19 +4%
CH
445
Canton Hathaway
Rhode Island
$37K +$35.1K +477 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K
RIA
447
RPG Investment Advisory
California
$31K
AIM
448
Achmea Investment Management
Netherlands
$27K -$532K -7,218 -96%
BWA
449
BDO Wealth Advisors
Florida
$23K -$1.92K -26 -8%
SOW
450
State of Wyoming
Wyoming
$22K +$20.6K +280 New

HES Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2021, worth a combined $20.2B — down 10% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 50 opened new positions — a net loss of 21 holders — while 183 trimmed existing stakes and 179 added.

The largest buyer was UBS AM, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 508 institutional investors held Hess (HES) as of Q3 2021, down from 536 in Q2 2021.
  • Funds reported $20.2B of Hess stock for Q3 2021, down 10% quarter-over-quarter.
  • 50 funds opened new Hess positions in Q3 2021 and 71 closed out, a net change of -21 holders.
  • The largest Hess buyer in Q3 2021 was UBS AM, an estimated $114M added.
  • The largest Hess seller in Q3 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.