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HES

Hess

Delisted

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

757 hedge funds and large institutions have $34.2B invested in Hess in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 720757 (+37)

1% more capital invested

Capital invested by funds: $33.9B → $34.2B (+$277M)

8% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 274

1.64% less ownership

Funds ownership: 83.65%82.01% (-1.6%)

28% less call options, than puts

Call options by funds: $411M | Put options by funds: $571M

Holders
757
Holders Change
+37
Holders Change %
+5.14%
% of All Funds
11.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
99
Increased
251
Reduced
274
Closed
57
Calls
$411M
Puts
$571M
Net Calls
-$160M
Net Calls Change
-$87.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
451
Partners in Financial Planning
Virginia
$611K
SC
452
Shay Capital
New York
$608K +$370K +2,702 +153%
CG
453
Caprock Group
Idaho
$608K -$130K -949 -18%
ZDA
454
Zweig-DiMenna Associates
New York
$597K
CT
455
Chicago Trust
Illinois
$589K +$21.8K +159 +4%
GP
456
Greenline Partners
New York
$584K
TPCW
457
TD Private Client Wealth
New York
$582K -$131K -955 -18%
IGAM
458
iA Global Asset Management
Quebec, Canada
$577K +$581K +4,243 New
BAAM
459
Baker Avenue Asset Management
California
$570K +$552K +4,032 +2,552%
NRS
460
Neville Rodie & Shaw
New York
$568K
DWM
461
Drive Wealth Management
Utah
$568K -$1.78K -13 -0.3%
FI
462
Financial Insights
Washington
$559K -$417K -3,047 -43%
OMC
463
Overbrook Management Corp
New York
$551K
FTDI
464
First Trust Direct Indexing
Massachusetts
$549K +$30.4K +222 +6%
Verition Fund Management
465
Verition Fund Management
Connecticut
$545K -$3.37M -24,627 -86%
WI
466
Wahed Invest
New York
$543K +$49K +358 +10%
Lido Advisors
467
Lido Advisors
California
$543K +$48.5K +354 +10%
RH
468
RFG Holdings
Texas
$539K
OAM
469
Oppenheimer Asset Management
New York
$538K +$144K +1,049 +36%
FA
470
FDx Advisors
Illinois
$538K +$63.8K +466 +13%
BNP Paribas Asset Management
471
BNP Paribas Asset Management
France
$532K +$14.2K +104 +3%
CCM
472
Coldstream Capital Management
Washington
$530K +$11.9K +87 +2%
Nomura Holdings
473
Nomura Holdings
Japan
$523K +$526K +3,846 New
HI
474
Horizon Investments
North Carolina
$523K +$68.7K +502 +15%
WG
475
Winton Group
United Kingdom
$517K +$520K +3,803 New

HES Hedge Fund Activity: Q2 2023 in Review

757 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2023, worth a combined $34.2B — up 0.82% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HES positions and 57 closed out — a net gain of 42 holders — while 251 added to existing stakes and 274 trimmed.

The largest buyer was DZ Bank, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $532M.

  • 757 institutional investors held Hess (HES) as of Q2 2023, up from 720 in Q1 2023.
  • Funds reported $34.2B of Hess stock for Q2 2023, up 0.82% quarter-over-quarter.
  • 99 funds opened new Hess positions in Q2 2023 and 57 closed out, a net change of +42 holders.
  • The largest Hess buyer in Q2 2023 was DZ Bank, an estimated $219M added.
  • The largest Hess seller in Q2 2023 was Fidelity Investments, an estimated $532M sold.

Based on aggregated 13F filings for Q2 2023.