We are live on ! Find out more
HES

Hess

Delisted

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

466 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $9.03B → $13.4B (+$4.41B)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

1% less funds holding

Funds holding: 473466 (-7)

4.15% less ownership

Funds ownership: 88.89%84.75% (-4.1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $185M | Put options by funds: $259M

35% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 205

Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
55
Increased
134
Reduced
205
Closed
60
Calls
$185M
Puts
$259M
Net Calls
-$74.4M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$85.6M +$2.3M +50,158 +3%
Wells Fargo
27
Wells Fargo
California
$83.9M -$15.8M -345,480 -18%
AAMU
28
Amundi Asset Management US
Massachusetts
$82.5M +$17.9M +390,505 +32%
Charles Schwab
29
Charles Schwab
California
$81.9M +$151K +3,293 +0.2%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$75.2M -$279K -6,086 -0.4%
Citigroup
31
Citigroup
New York
$66.5M +$1.8M +39,405 +3%
PC
32
Packer & Co
Australia
$57.9M -$44.7M -977,225 -47%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$57.4M -$1.28M -27,856 -2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$56.3M +$1M +21,900 +2%
APG Asset Management
35
APG Asset Management
Netherlands
$55.3M -$33.4M -730,110 -38%
JP Morgan Chase
36
JP Morgan Chase
New York
$54.1M +$4.69M +102,447 +11%
LBA
37
Letko, Brosseau & Associates
Quebec, Canada
$53.5M -$1.71M -37,450 -4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$52.4M +$33.2M +724,508 +161%
CANY
39
Caxton Associates (New York)
New York
$52.4M +$46.3M +1,011,414 New
KCM
40
Kornitzer Capital Management
Kansas
$52.4M -$923K -20,165 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$41.2M +$9.88M +215,760 +37%
Federated Hermes
42
Federated Hermes
Pennsylvania
$39.2M -$15.2M -332,565 -31%
CS
43
Central Securities
New York
$36.3M
PPA
44
Parametric Portfolio Associates
Washington
$35.6M -$10.2M -222,512 -24%
Fidelity International
45
Fidelity International
Bermuda
$32.9M +$4.45M +97,188 +18%
Morgan Stanley
46
Morgan Stanley
New York
$32M +$2.58M +56,343 +10%
CS
47
Credit Suisse
Switzerland
$31.2M -$52.5M -1,147,217 -66%
WRF
48
Waddell & Reed Financial
Kansas
$30.1M -$3.25M -70,903 -11%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$29M +$311K +6,789 +1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$28.3M +$494K +10,800 +2%

HES Hedge Fund Activity: Q2 2020 in Review

466 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2020, worth a combined $13.4B — up 49% from $9.03B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HES and 55 opened new positions — a net loss of 5 holders — while 205 trimmed existing stakes and 134 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $119M.

  • 466 institutional investors held Hess (HES) as of Q2 2020, down from 473 in Q1 2020.
  • Funds reported $13.4B of Hess stock for Q2 2020, up 49% quarter-over-quarter.
  • 55 funds opened new Hess positions in Q2 2020 and 60 closed out, a net change of -5 holders.
  • The largest Hess buyer in Q2 2020 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Hess seller in Q2 2020 was Fidelity Investments, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2020.