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HES

Hess

Delisted

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

546 hedge funds and large institutions have $14.2B invested in Hess in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $522M | Put options by funds: $392M

13% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 188

0.62% more ownership

Funds ownership: 83.99%84.61% (+0.62%)

5% less funds holding

Funds holding: 575546 (-29)

11% less capital invested

Capital invested by funds: $16B → $14.2B (-$1.8B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
546
Holders Change
-29
Holders Change %
-5.04%
% of All Funds
14.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
54
Increased
212
Reduced
188
Closed
77
Calls
$522M
Puts
$392M
Net Calls
+$130M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$131M +$477K +8,907 +0.4%
Wells Fargo
27
Wells Fargo
California
$130M +$23.4M +437,426 +22%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$124M +$8.44M +157,487 +7%
AIM
29
abrdn Investment Management
United Kingdom
$115M +$18.8M +351,107 +20%
VanEck Associates
30
VanEck Associates
New York
$105M -$3.05M -57,008 -3%
Morgan Stanley
31
Morgan Stanley
New York
$103M +$26.3M +490,382 +34%
CS
32
Credit Suisse
Switzerland
$96.7M -$86.3M -1,609,668 -47%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$93.8M +$12.5M +233,499 +15%
Deutsche Bank
34
Deutsche Bank
Germany
$89.6M +$5.83M +108,836 +7%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$84M +$10.8M +200,974 +15%
NIMC
36
NWQ Investment Management Company
California
$82.8M +$26.3M +489,925 +47%
Goldman Sachs
37
Goldman Sachs
New York
$81.2M -$2.65M -49,450 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$80.3M +$2.06M +38,473 +3%
Jennison Associates
39
Jennison Associates
New York
$79.8M -$732K -13,658 -0.9%
TA
40
Teachers Advisors
New York
$75.6M -$30.2M -564,328 -29%
ABC
41
Anchor Bolt Capital
Illinois
$73.9M +$17.7M +329,944 +31%
LBA
42
Letko, Brosseau & Associates
Quebec, Canada
$73.5M -$1.77M -33,030 -2%
Axa
43
Axa
France
$70M +$19.6M +366,591 +39%
Citigroup
44
Citigroup
New York
$68M +$429K +8,006 +0.6%
HIM
45
Hermes Investment Management
United Kingdom
$63.1M +$8.47M +158,014 +16%
LSV Asset Management
46
LSV Asset Management
Illinois
$60.9M -$648K -12,100 -1%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$60.7M -$10.5M -196,055 -15%
SFM
48
Systematic Financial Management
New Jersey
$59.9M -$6.63M -123,787 -10%
Charles Schwab
49
Charles Schwab
California
$53.2M -$704K -13,132 -1%
OA
50
Omega Advisors
New York
$52.9M +$52.9M +986,900 New

HES Hedge Fund Activity: Q3 2016 in Review

546 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2016, worth a combined $14.2B — down 11% from $16B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of HES and 54 opened new positions — a net loss of 23 holders — while 188 trimmed existing stakes and 212 added.

The largest buyer was State Street, adding an estimated $191M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $275M sold.

  • 546 institutional investors held Hess (HES) as of Q3 2016, down from 575 in Q2 2016.
  • Funds reported $14.2B of Hess stock for Q3 2016, down 11% quarter-over-quarter.
  • 54 funds opened new Hess positions in Q3 2016 and 77 closed out, a net change of -23 holders.
  • The largest Hess buyer in Q3 2016 was State Street, an estimated $191M added.
  • The largest Hess seller in Q3 2016 was Carmignac Gestion, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2016.