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HES

Hess

Delisted

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

539 hedge funds and large institutions have $18B invested in Hess in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 214 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $14.5B → $18B (+$3.51B)

4% more funds holding

Funds holding: 518539 (+21)

9% less call options, than puts

Call options by funds: $449M | Put options by funds: $491M

3.48% less ownership

Funds ownership: 90.73%87.24% (-3.5%)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 214

Holders
539
Holders Change
+21
Holders Change %
+4.05%
% of All Funds
12.34%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
82
Increased
144
Reduced
214
Closed
57
Calls
$449M
Puts
$491M
Net Calls
-$42.5M
Net Calls Change
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
451
Guardian Life Insurance
New York
$48K +$5.91K +99 +16%
SLF
452
Sun Life Financial
Ontario, Canada
$47K +$38.7K +648 +1,045%
AW
453
Alpha Windward
Massachusetts
$47K +$42.4K +710 New
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$46K
APA
455
American Portfolios Advisors
New York
$45.7K +$13.9K +233 +52%
JA
456
JOYN Advisors
Georgia
$42K +$31.6K +529 +499%
CTC
457
Central Trust Company
Missouri
$40K
KA
458
Kaizen Advisory
Illinois
$40K +$20.4K +341 +136%
KJWM
459
Kiley Juergens Wealth Management
Washington
$40K +$35.8K +600 New
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.1K
FWM
461
Focused Wealth Management
New York
$33K
CFA
462
Carroll Financial Associates
North Carolina
$33K +$5.97K +100 +25%
S
463
SignatureFD
Georgia
$28K
MFW
464
Mosaic Family Wealth
Missouri
$28K +$60 +1 +0.2%
CBOA
465
Commonwealth Bank of Australia
Australia
$28K +$6.33K +106 +30%
FCMT
466
Founders Capital Management (Texas)
Texas
$27K
QAM
467
QCI Asset Management
New York
$27K
SWA
468
Sutton Wealth Advisors
Florida
$26.7K
TSW
469
Thompson Siegel & Walmsley
Virginia
$26K
CBT
470
Capital Bank & Trust
California
$26K +$8.96K +150 +63%
EA
471
Edge Advisors
Georgia
$24K -$1.73K -29 -7%
QCG
472
Quadrant Capital Group
Ohio
$24K
WTB
473
Washington Trust Bank
Washington
$24K
PCP
474
Proficio Capital Partners
Massachusetts
$23K +$478 +8 +2%
PCM
475
Poehling Capital Management
Wisconsin
$20K

HES Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2018, worth a combined $18B — up 24% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HES positions and 57 closed out — a net gain of 25 holders — while 144 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $682M. The largest seller was T. Rowe Price Associates, cutting an estimated $348M.

  • 539 institutional investors held Hess (HES) as of Q2 2018, up from 518 in Q1 2018.
  • Funds reported $18B of Hess stock for Q2 2018, up 24% quarter-over-quarter.
  • 82 funds opened new Hess positions in Q2 2018 and 57 closed out, a net change of +25 holders.
  • The largest Hess buyer in Q2 2018 was Fidelity Investments, an estimated $682M added.
  • The largest Hess seller in Q2 2018 was T. Rowe Price Associates, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2018.