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HES

Hess

Delisted

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

546 hedge funds and large institutions have $14.2B invested in Hess in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $522M | Put options by funds: $392M

13% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 188

0.62% more ownership

Funds ownership: 83.99%84.61% (+0.62%)

5% less funds holding

Funds holding: 575546 (-29)

11% less capital invested

Capital invested by funds: $16B → $14.2B (-$1.8B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
546
Holders Change
-29
Holders Change %
-5.04%
% of All Funds
14.57%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
54
Increased
212
Reduced
188
Closed
77
Calls
$522M
Puts
$392M
Net Calls
+$130M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
476
ClearBridge Investments
New York
$55K -$11.4K -212 -17%
GLI
477
Guardian Life Insurance
New York
$53K
WIC
478
Woodmont Investment Counsel
Tennessee
$52K +$52.5K +979 New
WEC
479
Winslow Evans & Crocker
Massachusetts
$51.1K +$37.5K +700 +276%
CFA
480
Carroll Financial Associates
North Carolina
$50K -$1.45K -27 -3%
FMLI
481
Fukoku Mutual Life Insurance
Japan
$48K -$16.1K -300 -25%
MRCM
482
M&R Capital Management
New Jersey
$41K +$161 +3 +0.4%
SAMC
483
Shinko Asset Management Company
Japan
$40K
BBPWM
484
Blue Bell Private Wealth Management
Pennsylvania
$38K
VOYA Investment Management
485
VOYA Investment Management
Georgia
$35K +$1.72M +32,077 +5%
ASN
486
Advisory Services Network
Georgia
$33K -$5.25K -98 -14%
KF
487
Krilogy Financial
Missouri
$33K
KT
488
Kanaly Trust
Texas
$32K -$643 -12 -2%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$32K
CM
490
CoreCommodity Management
Connecticut
$32K +$31.6K +590 New
PCM
491
Prelude Capital Management
New York
$25K +$25K +466 New
MFW
492
Mosaic Family Wealth
Missouri
$22K -$5.3K -99 -20%
WAM
493
Wealthspire Advisors (Maryland)
Maryland
$21K -$34.1K -637 -62%
QAM
494
QCI Asset Management
New York
$21K
TSW
495
Thompson Siegel & Walmsley
Virginia
$21K
TCOV
496
Trust Company of Vermont
Vermont
$18K -$16.1K -300 -47%
VCM
497
Versant Capital Management
Arizona
$18K -$3.8K -71 -17%
S
498
SignatureFD
Georgia
$17K -$4.66K -87 -22%
EWM
499
Evercore Wealth Management
New York
$17K
JFA
500
JNBA Financial Advisors
Minnesota
$17K +$17K +317 New

HES Hedge Fund Activity: Q3 2016 in Review

546 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2016, worth a combined $14.2B — down 11% from $16B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of HES and 54 opened new positions — a net loss of 23 holders — while 188 trimmed existing stakes and 212 added.

The largest buyer was State Street, adding an estimated $191M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $275M sold.

  • 546 institutional investors held Hess (HES) as of Q3 2016, down from 575 in Q2 2016.
  • Funds reported $14.2B of Hess stock for Q3 2016, down 11% quarter-over-quarter.
  • 54 funds opened new Hess positions in Q3 2016 and 77 closed out, a net change of -23 holders.
  • The largest Hess buyer in Q3 2016 was State Street, an estimated $191M added.
  • The largest Hess seller in Q3 2016 was Carmignac Gestion, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2016.