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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
AssetMark Inc
451
AssetMark Inc
California
$3K
BFC
452
Bedel Financial Consulting
Indiana
$3K
CFGS
453
Concourse Financial Group Securities
Alabama
$3K
PO
454
Private Ocean
California
$3K
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$682 +15 +37%
M
456
MOTCO
Texas
$3K +$1.46K +32 +128%
TFO
457
Tarbox Family Office
California
$2K -$5.14K -113 -74%
PCG
458
Private Capital Group
Connecticut
$2K -$455 -10 -19%
WEC
459
Winslow Evans & Crocker
Massachusetts
$2K -$45 -1 -3%
HCP
460
Hexagon Capital Partners
Arkansas
$2K
HI
461
Hudock Inc
Pennsylvania
$2K
ICP
462
Interchange Capital Partners
Pennsylvania
$2K +$2.54K +56 New
FHC
463
First Horizon Corporation
Tennessee
$1K -$227 -5 -14%
BWA
464
BDO Wealth Advisors
Florida
$1K
BWM
465
BerganKDV Wealth Management
Minnesota
$1K
EW
466
Evoke Wealth
California
$1K
FMP
467
Financial Management Professionals
Texas
$1K
BC
468
Bartlett & Co
Ohio
$1K +$591 +13 New
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$1K +$727 +16 New
NFG
470
Next Financial Group
Texas
$1K +$1.09K +24 New
ED
471
Exane Derivatives
France
$950
BCWM
472
Bartlett & Co Wealth Management
Ohio
$686 +$591 +13 New
GFPC
473
Global Financial Private Client
Florida
$475 +$409 +9 New
Capital International Investors
474
Capital International Investors
California
-$61.5M -1,502,058 Closed
CANY
475
Caxton Associates (New York)
New York
-$41.5M -1,013,939 Closed

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.