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HES

Hess

Delisted

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

536 hedge funds and large institutions have $22.5B invested in Hess in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 176 increasing their positions, 179 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 46

24% more capital invested

Capital invested by funds: $18.2B → $22.5B (+$4.3B)

8% more funds holding

Funds holding: 496536 (+40)

6% more call options, than puts

Call options by funds: $227M | Put options by funds: $216M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.15% less ownership

Funds ownership: 83.74%83.59% (-0.15%)

2% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 179

Holders
536
Holders Change
+40
Holders Change %
+8.06%
% of All Funds
9.33%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
92
Increased
176
Reduced
179
Closed
46
Calls
$227M
Puts
$216M
Net Calls
+$11.9M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$172M +$1.69M +20,878 +1%
Amundi
27
Amundi
France
$162M +$150M +1,857,519 New
Citigroup
28
Citigroup
New York
$161M +$31M +383,932 +26%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$159M +$1.79M +22,182 +1%
Morgan Stanley
30
Morgan Stanley
New York
$146M +$35.5M +439,656 +36%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$121M +$386K +4,780 +0.3%
Charles Schwab
32
Charles Schwab
California
$113M +$1.23M +15,179 +1%
JP Morgan Chase
33
JP Morgan Chase
New York
$109M -$17.9M -221,681 -15%
Deutsche Bank
34
Deutsche Bank
Germany
$102M +$1.3M +16,079 +1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$98.4M +$5.21M +64,490 +6%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$95.8M +$82.6M +1,022,800 +1,375%
Macquarie Group
37
Macquarie Group
Australia
$89.6M +$39.9M +493,772 +93%
APG Asset Management
38
APG Asset Management
Netherlands
$87.7M -$6.7M -82,967 -7%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$82.4M +$687K +8,516 +0.9%
AIM
40
Artemis Investment Management
United Kingdom
$80.3M +$29.5M +364,896 +66%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$74.6M -$4.33M -53,686 -6%
KCM
42
Kornitzer Capital Management
Kansas
$70.7M -$836K -10,360 -1%
SO
43
STRS Ohio
Ohio
$68.6M +$482K +5,974 +0.8%
PPA
44
Parametric Portfolio Associates
Washington
$62M +$1.14M +14,177 +2%
Victory Capital Management
45
Victory Capital Management
Texas
$52.2M -$463K -5,740 -1%
CS
46
Central Securities
New York
$51.5M -$807K -10,000 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$49.1M -$1.12M -13,829 -2%
Citadel Advisors
48
Citadel Advisors
Florida
$48.6M -$39.2M -486,062 -47%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$45.9M +$6.75M +83,650 +19%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$41.5M +$2.9M +35,913 +8%

HES Hedge Fund Activity: Q2 2021 in Review

536 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2021, worth a combined $22.5B — up 24% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HES positions and 46 closed out — a net gain of 46 holders — while 176 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $240M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $199M.

  • 536 institutional investors held Hess (HES) as of Q2 2021, up from 496 in Q1 2021.
  • Funds reported $22.5B of Hess stock for Q2 2021, up 24% quarter-over-quarter.
  • 92 funds opened new Hess positions in Q2 2021 and 46 closed out, a net change of +46 holders.
  • The largest Hess buyer in Q2 2021 was Fidelity Investments, an estimated $240M added.
  • The largest Hess seller in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2021.