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HES

Hess

Delisted

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

839 hedge funds and large institutions have $37.9B invested in Hess in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 1936 (+17)

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

7% more funds holding

Funds holding: 783839 (+56)

2.63% more ownership

Funds ownership: 83.06%85.69% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 266

3% less capital invested

Capital invested by funds: $39.1B → $37.9B (-$1.14B)

61% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.58B

Holders
839
Holders Change
+56
Holders Change %
+7.15%
% of All Funds
12.23%
Holding in Top 10
36
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+89.47%
% of All Funds
0.52%
New
181
Increased
263
Reduced
266
Closed
117
Calls
$610M
Puts
$1.58B
Net Calls
-$974M
Net Calls Change
-$929M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$321M -$530M -3,613,896 -62%
DKCM
27
Davidson Kempner Capital Management
New York
$290M +$295M +2,012,653 New
Victory Capital Management
28
Victory Capital Management
Texas
$289M -$49.1M -335,028 -14%
Legal & General Group
29
Legal & General Group
United Kingdom
$287M -$19.3M -131,762 -6%
Goldman Sachs
30
Goldman Sachs
New York
$249M -$27.7M -188,656 -10%
AAM
31
Alpine Associates Management
Florida
$237M +$241M +1,644,700 New
Charles Schwab
32
Charles Schwab
California
$230M +$7.1M +48,457 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$229M +$17.5M +119,333 +8%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$223M -$3.16M -21,557 -1%
WCMNY
35
Westchester Capital Management (New York)
New York
$213M +$217M +1,479,855 New
Citigroup
36
Citigroup
New York
$201M +$177M +1,204,086 +633%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$189M -$34.1M -232,365 -15%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$175M +$131M +893,885 +278%
N
39
Nuveen
North Carolina
$168M -$10.5M -71,804 -6%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$159M +$129M +879,074 +397%
Deutsche Bank
41
Deutsche Bank
Germany
$146M +$74.9M +511,202 +102%
JP Morgan Chase
42
JP Morgan Chase
New York
$144M -$54.7M -373,060 -27%
Marshall Wace
43
Marshall Wace
United Kingdom
$138M +$117M +800,844 +505%
TCA
44
Taconic Capital Advisors
New York
$135M +$137M +935,000 New
KeyBank National Association
45
KeyBank National Association
Ohio
$134M -$98.7K -673 -0.1%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$131M +$133M +910,499 New
Ameriprise
47
Ameriprise
Minnesota
$125M -$162M -1,105,612 -56%
Swiss National Bank
48
Swiss National Bank
Switzerland
$125M -$3.62M -24,700 -3%
OAC
49
OMERS Administration Corp
Ontario, Canada
$122M +$124M +848,400 New
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$120M +$58.3M +397,639 +91%

HES Hedge Fund Activity: Q4 2023 in Review

839 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2023, worth a combined $37.9B — down 2.9% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new HES positions and 117 closed out — a net gain of 64 holders — while 263 added to existing stakes and 266 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $1.23B. The largest seller was Fidelity Investments, cutting an estimated $1.71B.

  • 839 institutional investors held Hess (HES) as of Q4 2023, up from 783 in Q3 2023.
  • Funds reported $37.9B of Hess stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 181 funds opened new Hess positions in Q4 2023 and 117 closed out, a net change of +64 holders.
  • The largest Hess buyer in Q4 2023 was HBK Investments, an estimated $1.23B added.
  • The largest Hess seller in Q4 2023 was Fidelity Investments, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2023.