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HES

Hess

Delisted

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

644 hedge funds and large institutions have $20.5B invested in Hess in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 177 increasing their positions, 301 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $819M | Put options by funds: $487M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

0% more funds holding

Funds holding: 642644 (+2)

2% less capital invested

Capital invested by funds: $20.9B → $20.5B (-$358M)

4.66% less ownership

Funds ownership: 78.9%74.24% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

41% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 301

Holders
644
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
18.69%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.16%
New
77
Increased
177
Reduced
301
Closed
69
Calls
$819M
Puts
$487M
Net Calls
+$331M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
26
Letko, Brosseau & Associates
Quebec, Canada
$187M -$8.36M -102,890 -4%
Capital World Investors
27
Capital World Investors
California
$178M
AQR Capital Management
28
AQR Capital Management
Connecticut
$176M +$22.9M +282,332 +15%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$172M +$5.2M +64,073 +3%
ClearBridge Investments
30
ClearBridge Investments
New York
$170M -$1.83M -22,585 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$157M +$43.2M +531,323 +39%
Principal Financial Group
32
Principal Financial Group
Iowa
$156M -$72.9M -898,130 -32%
OCAM
33
Owl Creek Asset Management
New York
$149M
SSM
34
Sound Shore Management
Connecticut
$144M +$22.5M +277,303 +19%
JCI
35
Jet Capital Investors
New York
$131M +$23.9M +294,814 +23%
CM
36
CS McKee
Pennsylvania
$130M -$24.6M -303,175 -16%
Aristotle Capital Management
37
Aristotle Capital Management
California
$125M +$19.9M +244,836 +19%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$124M -$428K -5,267 -0.3%
Goldman Sachs
39
Goldman Sachs
New York
$124M +$14.9M +182,978 +14%
JP Morgan Chase
40
JP Morgan Chase
New York
$119M -$22.2M -273,275 -16%
Legal & General Group
41
Legal & General Group
United Kingdom
$118M -$869K -10,706 -0.7%
Ameriprise
42
Ameriprise
Minnesota
$118M +$966K +11,896 +0.8%
Wells Fargo
43
Wells Fargo
California
$112M -$10.1M -124,187 -8%
SCA
44
SAC Capital Advisors
Connecticut
$111M -$41.9M -515,474 -28%
WCMNY
45
Westchester Capital Management (New York)
New York
$111M -$44.3M -545,600 -29%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$102M +$82.3M +1,013,949 +466%
Jennison Associates
47
Jennison Associates
New York
$102M +$59.2M +728,894 +146%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$101M -$53M -652,661 -35%
Morgan Stanley
49
Morgan Stanley
New York
$96.6M -$8.2M -100,964 -8%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$95.7M +$17.4M +214,484 +23%

HES Hedge Fund Activity: Q4 2013 in Review

644 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2013, worth a combined $20.5B — down 1.7% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HES positions and 69 closed out — a net gain of 8 holders — while 177 added to existing stakes and 301 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $440M. The largest seller was Deutsche Bank, cutting an estimated $411M.

  • 644 institutional investors held Hess (HES) as of Q4 2013, up from 642 in Q3 2013.
  • Funds reported $20.5B of Hess stock for Q4 2013, down 1.7% quarter-over-quarter.
  • 77 funds opened new Hess positions in Q4 2013 and 69 closed out, a net change of +8 holders.
  • The largest Hess buyer in Q4 2013 was AllianceBernstein, an estimated $440M added.
  • The largest Hess seller in Q4 2013 was Deutsche Bank, an estimated $411M sold.

Based on aggregated 13F filings for Q4 2013.