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HES

Hess

Delisted

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

478 hedge funds and large institutions have $13.4B invested in Hess in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 154 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 58

28% more capital invested

Capital invested by funds: $10.4B → $13.4B (+$2.96B)

5% more funds holding

Funds holding: 457478 (+21)

0.76% less ownership

Funds ownership: 82.93%82.17% (-0.76%)

10% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 172

31% less call options, than puts

Call options by funds: $202M | Put options by funds: $294M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
478
Holders Change
+21
Holders Change %
+4.6%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
84
Increased
154
Reduced
172
Closed
58
Calls
$202M
Puts
$294M
Net Calls
-$92.1M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$87.8M -$280K -6,153 -0.4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$87.2M +$19M +418,768 +41%
Charles Schwab
28
Charles Schwab
California
$82.8M -$176K -3,871 -0.2%
Ninety One (UK)
29
Ninety One (UK)
United Kingdom
$75.3M +$6.73K +148 +0%
APG Asset Management
30
APG Asset Management
Netherlands
$73.9M +$22.4M +491,995 +40%
PC
31
Packer & Co
Australia
$71.7M +$10.9M +240,000 +21%
JP Morgan Chase
32
JP Morgan Chase
New York
$65.6M +$6M +132,012 +12%
Citigroup
33
Citigroup
New York
$65.5M -$12.9M -283,522 -19%
KBC Group
34
KBC Group
Belgium
$60.8M +$1.22M +26,818 +15%
AIM
35
Artemis Investment Management
United Kingdom
$57.9M +$30.7M +674,489 +161%
Swiss National Bank
36
Swiss National Bank
Switzerland
$55.2M -$1.41M -31,000 -3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$49.9M -$5.14M -113,042 -11%
Goldman Sachs
38
Goldman Sachs
New York
$48.9M -$20M -439,898 -32%
KCM
39
Kornitzer Capital Management
Kansas
$48.1M -$3.69M -81,180 -8%
Deutsche Bank
40
Deutsche Bank
Germany
$47.3M +$15.1M +333,022 +59%
LBA
41
Letko, Brosseau & Associates
Quebec, Canada
$42.4M -$5.49M -120,795 -13%
Fidelity International
42
Fidelity International
Bermuda
$42.3M +$8.07M +177,551 +28%
SO
43
STRS Ohio
Ohio
$41.2M +$22.6M +497,997 +176%
Morgan Stanley
44
Morgan Stanley
New York
$39.9M +$1.7M +37,438 +5%
PPA
45
Parametric Portfolio Associates
Washington
$36.3M +$272K +5,983 +0.9%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$32.3M +$1.7M +37,322 +7%
CS
47
Credit Suisse
Switzerland
$31.9M -$4.11M -90,468 -13%
CS
48
Central Securities
New York
$31.7M -$4.55M -100,000 -14%
WRF
49
Waddell & Reed Financial
Kansas
$30.6M +$208K +4,586 +0.8%
Macquarie Group
50
Macquarie Group
Australia
$28.6M +$1.27M +28,038 +5%

HES Hedge Fund Activity: Q4 2020 in Review

478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2020, worth a combined $13.4B — up 28% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HES positions and 58 closed out — a net gain of 26 holders — while 154 added to existing stakes and 172 trimmed.

The largest buyer was Capital World Investors, adding an estimated $68.3M. The largest seller was UBS AM, cutting an estimated $134M.

  • 478 institutional investors held Hess (HES) as of Q4 2020, up from 457 in Q3 2020.
  • Funds reported $13.4B of Hess stock for Q4 2020, up 28% quarter-over-quarter.
  • 84 funds opened new Hess positions in Q4 2020 and 58 closed out, a net change of +26 holders.
  • The largest Hess buyer in Q4 2020 was Capital World Investors, an estimated $68.3M added.
  • The largest Hess seller in Q4 2020 was UBS AM, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.