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HES

Hess

Delisted

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

644 hedge funds and large institutions have $19.8B invested in Hess in 2014 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 194 increasing their positions, 265 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $577M | Put options by funds: $269M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

0% more funds holding

Funds holding: 644644 (0)

0.71% less ownership

Funds ownership: 74.24%73.53% (-0.71%)

4% less capital invested

Capital invested by funds: $20.5B → $19.8B (-$743M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

27% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 265

Holders
644
Holders Change
Holders Change %
0%
% of All Funds
18.6%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.98%
New
72
Increased
194
Reduced
265
Closed
62
Calls
$577M
Puts
$269M
Net Calls
+$308M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$168M -$3.44M -43,232 -2%
ClearBridge Investments
27
ClearBridge Investments
New York
$167M -$3.45M -43,457 -2%
GE
28
General Electric
Ohio
$162M +$66.3M +834,918 +75%
BG
29
BlackRock Group
United Kingdom
$159M -$77.1M -969,651 -34%
AQR Capital Management
30
AQR Capital Management
Connecticut
$158M -$16.9M -212,343 -10%
Principal Financial Group
31
Principal Financial Group
Iowa
$157M +$1.12M +14,131 +0.8%
SSM
32
Sound Shore Management
Connecticut
$152M +$7.48M +94,166 +5%
PC
33
Paulson & Co
New York
$145M -$230M -2,898,600 -62%
OCAM
34
Owl Creek Asset Management
New York
$143M -$5.63M -70,862 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$138M +$67.2M +845,611 +103%
WCMNY
36
Westchester Capital Management (New York)
New York
$135M +$22.8M +287,400 +21%
JCI
37
Jet Capital Investors
New York
$133M +$2.78M +35,000 +2%
JP Morgan Chase
38
JP Morgan Chase
New York
$133M +$13.9M +174,322 +12%
Citadel Advisors
39
Citadel Advisors
Florida
$131M -$61.1M -768,515 -33%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$130M +$5.67M +71,335 +5%
Aristotle Capital Management
41
Aristotle Capital Management
California
$130M +$4.93M +62,068 +4%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$125M +$21.8M +273,761 +22%
CM
43
CS McKee
Pennsylvania
$116M -$13.7M -172,198 -11%
Legal & General Group
44
Legal & General Group
United Kingdom
$112M -$5.96M -74,983 -5%
Morgan Stanley
45
Morgan Stanley
New York
$107M +$10.1M +126,713 +11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$106M -$48.7M -612,968 -33%
Jennison Associates
47
Jennison Associates
New York
$104M +$2.22M +27,954 +2%
BlackRock
48
BlackRock
New York
$103M +$42M +528,113 +74%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$96.1M -$1.23M -15,495 -1%
Nomura Holdings
50
Nomura Holdings
Japan
$95.3M +$2.1M +26,387 +2%

HES Hedge Fund Activity: Q1 2014 in Review

644 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2014, worth a combined $19.8B — down 3.6% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 62 closed out — a net gain of 10 holders — while 194 added to existing stakes and 265 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $193M. The largest seller was Perry Capital, exiting entirely with an estimated $250M sold.

  • 644 institutional investors held Hess (HES) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.8B of Hess stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q1 2014 and 62 closed out, a net change of +10 holders.
  • The largest Hess buyer in Q1 2014 was Ninety One (UK), an estimated $193M added.
  • The largest Hess seller in Q1 2014 was Perry Capital, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2014.