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HES

Hess

Delisted

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

584 hedge funds and large institutions have $15.2B invested in Hess in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 74.29%78.63% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less funds holding

Funds holding: 603584 (-19)

7% less capital invested

Capital invested by funds: $16.4B → $15.2B (-$1.12B)

17% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 70

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

38% less call options, than puts

Call options by funds: $155M | Put options by funds: $249M

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
58
Increased
190
Reduced
236
Closed
70
Calls
$155M
Puts
$249M
Net Calls
-$93.9M
Net Calls Change
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$119K +$110K +1,547 +774%
GIS
502
Guardian Investor Services
New York
$114K -$5.78K -81 -5%
IA
503
IndexIQ Advisors
New York
$114K +$120K +1,684 New
PMFA
504
Plante Moran Financial Advisors
Michigan
$112K -$7.13K -100 -6%
SSB
505
Sandy Spring Bank
Maryland
$112K +$25K +350 +27%
TNB
506
Thomasville National Bank
Georgia
$112K +$118K +1,650 New
NIMI
507
Natixis Investment Managers International
France
$110K +$72.9K +1,022 +169%
LOCB
508
Lombard Odier & Cie (Bahamas)
Bahamas
$109K
AIA
509
AGF Investments America
Ontario, Canada
$88K
RAM
510
Riggs Asset Management
Pennsylvania
$81K
MFS
511
MSI Financial Services
Massachusetts
$76K +$35.9K +503 +81%
GLI
512
Guardian Life Insurance
New York
$72K -$27.5K -386 -27%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$72K +$5.56K +78 +8%
MCM
514
MV Capital Management
Maryland
$67K +$23.8K +333 +51%
WT
515
Whittier Trust
California
$57K -$81K -1,136 -58%
SAMC
516
Shinko Asset Management Company
Japan
$57K -$12.2K -171 -17%
TIM
517
Tortoise Investment Management
New York
$54K
AWS
518
Aris Wealth Services
Pennsylvania
$49K +$51.4K +720 New
BBPWM
519
Blue Bell Private Wealth Management
Pennsylvania
$47K
CGT
520
Capital Guardian Trust
California
$47K +$49.8K +698 New
TCOV
521
Trust Company of Vermont
Vermont
$46K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$40K
KT
523
Kanaly Trust
Texas
$39K +$15.7K +220 +61%
HTHT
524
Hemenway Trust Hemenway Trust
New Hampshire
$34K +$36K +505 New
RA
525
Rational Advisors
New York
$32K +$24.1K +338 +260%

HES Hedge Fund Activity: Q1 2015 in Review

584 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2015, worth a combined $15.2B — down 6.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of HES and 58 opened new positions — a net loss of 12 holders — while 236 trimmed existing stakes and 190 added.

The largest buyer was Wellington Management Group, adding an estimated $491M. The largest seller was Sound Shore Management, exiting entirely with an estimated $142M sold.

  • 584 institutional investors held Hess (HES) as of Q1 2015, down from 603 in Q4 2014.
  • Funds reported $15.2B of Hess stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 58 funds opened new Hess positions in Q1 2015 and 70 closed out, a net change of -12 holders.
  • The largest Hess buyer in Q1 2015 was Wellington Management Group, an estimated $491M added.
  • The largest Hess seller in Q1 2015 was Sound Shore Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.