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HES

Hess

Delisted

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

584 hedge funds and large institutions have $15.2B invested in Hess in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 74.29%78.63% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less funds holding

Funds holding: 603584 (-19)

7% less capital invested

Capital invested by funds: $16.4B → $15.2B (-$1.12B)

17% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 70

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

38% less call options, than puts

Call options by funds: $155M | Put options by funds: $249M

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
58
Increased
190
Reduced
236
Closed
70
Calls
$155M
Puts
$249M
Net Calls
-$93.9M
Net Calls Change
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
26
Virtus Fund Advisers
Connecticut
$132M +$138M +1,937,997 +499,484%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$128M -$2.17M -30,363 -2%
AIM
28
abrdn Investment Management
United Kingdom
$124M -$4.34M -60,885 -3%
UBS AM
29
UBS AM
Illinois
$122M -$5.24M -73,435 -4%
TCIM
30
TIAA CREF Investment Management
New York
$119M -$29M -406,579 -19%
Deutsche Bank
31
Deutsche Bank
Germany
$113M -$101M -1,421,553 -46%
LBA
32
Letko, Brosseau & Associates
Quebec, Canada
$105M -$729K -10,215 -0.7%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$97.9M -$11.9M -166,943 -10%
Goldman Sachs
34
Goldman Sachs
New York
$96.5M +$9.38M +131,500 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$95.6M -$99.1M -1,390,099 -50%
ClearBridge Investments
36
ClearBridge Investments
New York
$94.1M -$1.4M -19,603 -1%
Citigroup
37
Citigroup
New York
$82.4M +$7.32M +102,620 +9%
Legal & General Group
38
Legal & General Group
United Kingdom
$79.7M -$792K -11,109 -0.9%
BIM
39
BlackRock Investment Management
Delaware
$79.4M +$6.13M +85,996 +8%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$75.1M +$27.7M +387,869 +54%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$73.1M
Ameriprise
42
Ameriprise
Minnesota
$64M +$44.3M +620,761 +193%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$62.2M +$2.5M +35,118 +4%
Artisan Partners
44
Artisan Partners
Wisconsin
$57.5M -$5.98M -83,903 -9%
Jennison Associates
45
Jennison Associates
New York
$55.8M +$818K +11,464 +1%
GC
46
Guggenheim Capital
Illinois
$55.6M -$23.7M -332,447 -29%
Charles Schwab
47
Charles Schwab
California
$54.7M -$3.36M -47,062 -6%
Morgan Stanley
48
Morgan Stanley
New York
$54.3M -$32M -449,099 -36%
IG
49
ING Group
Netherlands
$53.5M +$2.14M +30,063 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$53.2M -$18.1M -254,423 -25%

HES Hedge Fund Activity: Q1 2015 in Review

584 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2015, worth a combined $15.2B — down 6.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of HES and 58 opened new positions — a net loss of 12 holders — while 236 trimmed existing stakes and 190 added.

The largest buyer was Wellington Management Group, adding an estimated $491M. The largest seller was Sound Shore Management, exiting entirely with an estimated $142M sold.

  • 584 institutional investors held Hess (HES) as of Q1 2015, down from 603 in Q4 2014.
  • Funds reported $15.2B of Hess stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 58 funds opened new Hess positions in Q1 2015 and 70 closed out, a net change of -12 holders.
  • The largest Hess buyer in Q1 2015 was Wellington Management Group, an estimated $491M added.
  • The largest Hess seller in Q1 2015 was Sound Shore Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.