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HES

Hess

Delisted

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

555 hedge funds and large institutions have $11.4B invested in Hess in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.96% more ownership

Funds ownership: 77.47%79.43% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less call options, than puts

Call options by funds: $152M | Put options by funds: $159M

3% less funds holding

Funds holding: 575555 (-20)

23% less capital invested

Capital invested by funds: $14.9B → $11.4B (-$3.46B)

24% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 71

Holders
555
Holders Change
-20
Holders Change %
-3.48%
% of All Funds
15.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
54
Increased
208
Reduced
205
Closed
71
Calls
$152M
Puts
$159M
Net Calls
-$7.34M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$97M +$157K +2,740 +0.1%
SFM
27
Systematic Financial Management
New Jersey
$94.6M +$12.2M +213,150 +13%
UBS AM
28
UBS AM
Illinois
$87.9M +$1.97M +34,352 +2%
TCIM
29
TIAA CREF Investment Management
New York
$85.4M +$2.52M +44,048 +3%
Prudential Financial
30
Prudential Financial
New Jersey
$78.9M +$25.3M +441,700 +39%
LBA
31
Letko, Brosseau & Associates
Quebec, Canada
$76.9M -$569K -9,950 -0.6%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$76.6M +$12.5M +217,675 +17%
LSV Asset Management
33
LSV Asset Management
Illinois
$71.4M -$4.48M -78,200 -5%
Citadel Advisors
34
Citadel Advisors
Florida
$68.6M +$10.3M +180,639 +15%
NIMC
35
NWQ Investment Management Company
California
$63.5M +$27.4M +478,265 +61%
Legal & General Group
36
Legal & General Group
United Kingdom
$62.2M +$2.1M +36,764 +3%
Morgan Stanley
37
Morgan Stanley
New York
$60.4M +$18.7M +326,864 +37%
Citigroup
38
Citigroup
New York
$60.3M +$4.02M +70,203 +6%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$57.6M +$4.74M +82,776 +8%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$52.9M +$36.4M +635,500 +151%
JP Morgan Chase
41
JP Morgan Chase
New York
$52.7M -$1.86M -32,541 -3%
BA
42
BlackRock Advisors
Delaware
$50.6M +$17.1M +299,253 +42%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$46.6M +$1.71M +29,800 +3%
Jennison Associates
44
Jennison Associates
New York
$45.7M +$4.53M +79,195 +9%
ABC
45
Anchor Bolt Capital
Illinois
$44.6M +$37.4M +653,493 +275%
HP
46
Holowesko Partners
Bahamas
$44.6M +$1.72M +30,000 +3%
Charles Schwab
47
Charles Schwab
California
$44.1M +$2.04M +35,730 +4%
TA
48
Teachers Advisors
New York
$43.8M +$22.5M +392,905 +82%
ClearBridge Investments
49
ClearBridge Investments
New York
$43.5M -$137K -2,393 -0.3%
BIM
50
BlackRock Investment Management
Delaware
$43.4M +$1.84M +32,062 +4%

HES Hedge Fund Activity: Q3 2015 in Review

555 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2015, worth a combined $11.4B — down 23% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 54 opened new positions — a net loss of 17 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $440M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $264M sold.

  • 555 institutional investors held Hess (HES) as of Q3 2015, down from 575 in Q2 2015.
  • Funds reported $11.4B of Hess stock for Q3 2015, down 23% quarter-over-quarter.
  • 54 funds opened new Hess positions in Q3 2015 and 71 closed out, a net change of -17 holders.
  • The largest Hess buyer in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $440M added.
  • The largest Hess seller in Q3 2015 was Manning & Napier Advisors, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2015.