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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$20K -$1.04M -14,084 -98%
TCWA
452
Ten Capital Wealth Advisors
Washington
$20K
FRA
453
Front Row Advisors
California
$19K
FAM
454
Fred Alger Management
New York
$19K +$18.3K +248 New
Jones Financial Companies
455
Jones Financial Companies
Missouri
$17K
GAM
456
Gemmer Asset Management
California
$15K
FWM
457
Focused Wealth Management
New York
$13K -$4.42K -60 -26%
OC
458
Oakworth Capital
Alabama
$13K
NFSG
459
Newbridge Financial Services Group
Florida
$13K +$12.1K +164 New
SSB
460
Sandy Spring Bank
Maryland
$12K -$3.68K -50 -25%
FBT
461
First Bank & Trust
South Dakota
$12K
MGIM
462
M&G Investment Management
United Kingdom
$11.3K +$2.17M +29,425 +25%
GWS
463
Glassman Wealth Services
Virginia
$11K -$737 -10 -6%
PB
464
Pinnacle Bancorp
Nebraska
$11K
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$11K +$10.1K +137 New
NFG
466
Next Financial Group
Texas
$9K +$6.92K +94 +392%
GKWIM
467
Gerber Kawasaki Wealth & Investment Management
California
$9K +$8.77K +119 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$8K -$1.62K -22 -17%
GWMIA
469
Global Wealth Management Investment Advisory
Florida
$8K
SWA
470
SOA Wealth Advisors
New York
$8K
SIM
471
Sonora Investment Management
Arizona
$8K
JWM
472
Janiczek Wealth Management
Colorado
$8K +$7.37K +100 New
Nisa Investment Advisors
473
Nisa Investment Advisors
Missouri
$7.51K
IA
474
IFP Advisors
Florida
$7K
SWA
475
Sutton Wealth Advisors
Florida
$6.01K +$147 +2 +3%

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.