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HES

Hess

Delisted

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

783 hedge funds and large institutions have $39.1B invested in Hess in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

14% more capital invested

Capital invested by funds: $34.2B → $39.1B (+$4.86B)

3% more funds holding

Funds holding: 757783 (+26)

1.05% more ownership

Funds ownership: 82.01%83.06% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 285

7% less call options, than puts

Call options by funds: $640M | Put options by funds: $686M

Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
90
Increased
269
Reduced
285
Closed
54
Calls
$640M
Puts
$686M
Net Calls
-$45.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$237M +$28.7M +190,905 +14%
American Century Companies
27
American Century Companies
Missouri
$231M +$2.54M +16,867 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$225M -$16.4M -108,638 -7%
JP Morgan Chase
29
JP Morgan Chase
New York
$210M -$18.6M -123,254 -8%
Jennison Associates
30
Jennison Associates
New York
$205M -$7.53M -50,021 -4%
N
31
Nuveen
North Carolina
$189M -$36.3M -240,942 -16%
ACM
32
Anomaly Capital Management
New York
$184M +$19.3M +128,100 +12%
GQG Partners
33
GQG Partners
Florida
$178M +$175M +1,161,544 New
VNIM
34
Vaughan Nelson Investment Management
Texas
$154M +$133M +882,045 +703%
KeyBank National Association
35
KeyBank National Association
Ohio
$143M +$805K +5,345 +0.6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$136M -$16.4M -109,200 -11%
Citadel Advisors
37
Citadel Advisors
Florida
$135M -$89.8M -596,646 -40%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$125M -$98.7M -655,500 -45%
PF
39
Phoenix Financial
Israel
$120M -$29.3M -194,770 -20%
CVA
40
Ceredex Value Advisors
Florida
$117M +$34.5M +229,329 +43%
Barclays
41
Barclays
United Kingdom
$112M +$22M +146,299 +25%
PC
42
Packer & Co
Australia
$108M +$106M +704,616 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$104M -$8.35M -55,470 -8%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$103M -$2.93M -19,435 -3%
KCM
45
Kornitzer Capital Management
Kansas
$100M -$1.98M -13,119 -2%
AIM
46
Artemis Investment Management
United Kingdom
$96.7M +$26.4M +175,361 +38%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$91.1M +$39.5M +262,002 +79%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$86.4M +$6.81M +45,246 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$85.7M -$14.8M -98,228 -15%
HA
50
Homestead Advisers
Virginia
$83.7M -$4.67M -31,000 -5%

HES Hedge Fund Activity: Q3 2023 in Review

783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2023, worth a combined $39.1B — up 14% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HES positions and 54 closed out — a net gain of 36 holders — while 269 added to existing stakes and 285 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $301M. The largest seller was Fisher Asset Management, cutting an estimated $465M.

  • 783 institutional investors held Hess (HES) as of Q3 2023, up from 757 in Q2 2023.
  • Funds reported $39.1B of Hess stock for Q3 2023, up 14% quarter-over-quarter.
  • 90 funds opened new Hess positions in Q3 2023 and 54 closed out, a net change of +36 holders.
  • The largest Hess buyer in Q3 2023 was Victory Capital Management, an estimated $301M added.
  • The largest Hess seller in Q3 2023 was Fisher Asset Management, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2023.