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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
BWA
476
BDO Wealth Advisors
Florida
$28K
CFO
477
CVA Family Office
Colorado
$28K +$20.2K +250 +385%
IA
478
IndexIQ Advisors
New York
$22K -$81 -1 -0.4%
TCWA
479
Ten Capital Wealth Advisors
Washington
$22K
FWM
480
Focused Wealth Management
New York
$20K
PCG
481
Private Capital Group
Connecticut
$20K +$2.58K +32 +16%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$19K +$2.18K +27 +14%
GAM
483
Gemmer Asset Management
California
$17K
SSB
484
Sandy Spring Bank
Maryland
$17K +$16.1K +200 New
FRA
485
Front Row Advisors
California
$16K +$646 +8 +3%
FBT
486
First Bank & Trust
South Dakota
$14K
OC
487
Oakworth Capital
Alabama
$14K
GWS
488
Glassman Wealth Services
Virginia
$13K +$1.29K +16 +12%
MCM
489
Manchester Capital Management
Vermont
$13K +$12.3K +153 New
PB
490
Pinnacle Bancorp
Nebraska
$12K -$3.63K -45 -25%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$11K +$2.18K +27 +27%
MGIM
492
M&G Investment Management
United Kingdom
$10.1K +$5.11M +63,366 +122%
FI
493
FormulaFolio Investments
Michigan
$10K
GWMIA
494
Global Wealth Management Investment Advisory
Florida
$9K
SIM
495
Sonora Investment Management
Arizona
$9K
SWA
496
SOA Wealth Advisors
New York
$9K +$81 +1 +0.9%
AIG
497
American International Group
New York
$8.95K -$332K -4,110 -4%
Nisa Investment Advisors
498
Nisa Investment Advisors
Missouri
$8.39K -$19.8K -245 -0.3%
EBA
499
Eagle Bay Advisors
New York
$8K +$6.54K +81 New
CFD
500
Creative Financial Designs
Indiana
$7K

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.