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HES

Hess

Delisted

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

457 hedge funds and large institutions have $10.4B invested in Hess in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 152

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

1.82% less ownership

Funds ownership: 84.75%82.93% (-1.8%)

2% less funds holding

Funds holding: 466457 (-9)

23% less capital invested

Capital invested by funds: $13.4B → $10.4B (-$3.05B)

36% less call options, than puts

Call options by funds: $182M | Put options by funds: $286M

Holders
457
Holders Change
-9
Holders Change %
-1.93%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
46
Increased
174
Reduced
152
Closed
51
Calls
$182M
Puts
$286M
Net Calls
-$104M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$64.4M -$358K -7,529 -0.5%
Wells Fargo
27
Wells Fargo
California
$64.1M -$2.55M -53,669 -3%
Citigroup
28
Citigroup
New York
$62.4M +$11.4M +240,721 +19%
Capital International Investors
29
Capital International Investors
California
$61.5M -$347M -7,299,943 -83%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$58.4M -$1.16M -24,370 -2%
Goldman Sachs
31
Goldman Sachs
New York
$55.9M -$36M -756,872 -36%
PC
32
Packer & Co
Australia
$45.7M
Citadel Advisors
33
Citadel Advisors
Florida
$45.4M +$47.2M +992,614 +858%
JP Morgan Chase
34
JP Morgan Chase
New York
$45.2M +$3.15M +66,238 +6%
Swiss National Bank
35
Swiss National Bank
Switzerland
$44M -$489K -10,300 -0.9%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$43.3M -$2.36M -49,763 -4%
APG Asset Management
37
APG Asset Management
Netherlands
$42.6M +$960K +20,200 +2%
CANY
38
Caxton Associates (New York)
New York
$41.5M +$120K +2,525 +0.2%
KCM
39
Kornitzer Capital Management
Kansas
$40.6M -$935K -19,690 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$38.4M -$7.69M -161,874 -14%
LBA
41
Letko, Brosseau & Associates
Quebec, Canada
$37.9M -$5.09M -107,095 -10%
Morgan Stanley
42
Morgan Stanley
New York
$29.4M +$4.78M +100,672 +16%
CS
43
Central Securities
New York
$28.7M
CS
44
Credit Suisse
Switzerland
$28.4M +$4.38M +92,101 +15%
PPA
45
Parametric Portfolio Associates
Washington
$27.9M -$273K -5,748 -0.8%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$26.1M +$7.14M +150,189 +31%
Fidelity International
47
Fidelity International
Bermuda
$25.5M -$537K -11,311 -2%
DBC
48
Deep Basin Capital
Connecticut
$25.2M +$29.2M +615,489 New
Holocene Advisors
49
Holocene Advisors
New York
$24.1M +$28M +589,216 New
WRF
50
Waddell & Reed Financial
Kansas
$23.5M -$305K -6,417 -1%

HES Hedge Fund Activity: Q3 2020 in Review

457 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2020, worth a combined $10.4B — down 23% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of HES and 46 opened new positions — a net loss of 5 holders — while 152 trimmed existing stakes and 174 added.

The largest buyer was Citadel Advisors, adding an estimated $47.2M. The largest seller was Capital International Investors, cutting an estimated $347M.

  • 457 institutional investors held Hess (HES) as of Q3 2020, down from 466 in Q2 2020.
  • Funds reported $10.4B of Hess stock for Q3 2020, down 23% quarter-over-quarter.
  • 46 funds opened new Hess positions in Q3 2020 and 51 closed out, a net change of -5 holders.
  • The largest Hess buyer in Q3 2020 was Citadel Advisors, an estimated $47.2M added.
  • The largest Hess seller in Q3 2020 was Capital International Investors, an estimated $347M sold.

Based on aggregated 13F filings for Q3 2020.