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HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$130M -$6.54M -102,333 -5%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$127M -$90.3M -1,412,173 -44%
Wells Fargo
28
Wells Fargo
California
$111M -$13.7M -213,530 -12%
JP Morgan Chase
29
JP Morgan Chase
New York
$104M +$14.8M +231,571 +19%
Citigroup
30
Citigroup
New York
$104M +$14.3M +224,267 +18%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$97.6M -$3.02M -47,213 -3%
PC
32
Packer & Co
Australia
$96.1M
Charles Schwab
33
Charles Schwab
California
$90.4M -$18.6M -290,970 -19%
Morgan Stanley
34
Morgan Stanley
New York
$87.3M +$30.5M +477,588 +63%
Deutsche Bank
35
Deutsche Bank
Germany
$81.9M +$16.7M +261,023 +29%
APG Asset Management
36
APG Asset Management
Netherlands
$76.7M -$28M -438,016 -26%
Swiss National Bank
37
Swiss National Bank
Switzerland
$75.2M +$1.11M +17,400 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$73.8M +$66.1M +1,033,567 +11,364%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$66.6M +$29.9M +467,035 +99%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$64.2M -$2.4M -37,474 -4%
KCM
41
Kornitzer Capital Management
Kansas
$58M -$5.76M -90,020 -10%
SO
42
STRS Ohio
Ohio
$55.1M -$56K -875 -0.1%
LBA
43
Letko, Brosseau & Associates
Quebec, Canada
$49.3M -$6.86M -107,200 -13%
PPA
44
Parametric Portfolio Associates
Washington
$49.2M +$525K +8,204 +1%
Fidelity International
45
Fidelity International
Bermuda
$47.7M -$8.1M -126,661 -16%
CANY
46
Caxton Associates (New York)
New York
$46.7M +$42.2M +660,400 New
Victory Capital Management
47
Victory Capital Management
Texas
$42.7M +$8.84M +138,313 +30%
CS
48
Central Securities
New York
$42.5M
CS
49
Credit Suisse
Switzerland
$41.9M -$824K -12,879 -2%
WRF
50
Waddell & Reed Financial
Kansas
$41.1M +$135K +2,107 +0.4%

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.