We are live on ! Find out more
HES

Hess

Delisted

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

575 hedge funds and large institutions have $16B invested in Hess in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 218 increasing their positions, 201 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

33% more call options, than puts

Call options by funds: $483M | Put options by funds: $362M

16% more capital invested

Capital invested by funds: $13.8B → $16B (+$2.23B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 556575 (+19)

8% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 201

0.46% less ownership

Funds ownership: 84.45%83.99% (-0.46%)

Holders
575
Holders Change
+19
Holders Change %
+3.42%
% of All Funds
15.34%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
67
Increased
218
Reduced
201
Closed
41
Calls
$483M
Puts
$362M
Net Calls
+$121M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Bruderman Asset Management
New York
$67K +$232 +4 +0.4%
SGAM
502
Smith Group Asset Management
Texas
$64K +$47.5K +820 +336%
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$62K +$33.4K +577 +127%
GLI
504
Guardian Life Insurance
New York
$59K +$1.1K +19 +2%
CFA
505
Carroll Financial Associates
North Carolina
$58K +$1.51K +26 +3%
GXMC
506
Global X Management Company
New York
$55K +$9.09K +157 +21%
SAMC
507
Shinko Asset Management Company
Japan
$45K
TF
508
Tompkins Financial
New York
$45K +$32.7K +565 +312%
MRCM
509
M&R Capital Management
New Jersey
$45K +$44.2K +763 New
BBPWM
510
Blue Bell Private Wealth Management
Pennsylvania
$43K
ASN
511
Advisory Services Network
Georgia
$43K +$23.2K +400 +129%
TCOV
512
Trust Company of Vermont
Vermont
$38K
KF
513
Krilogy Financial
Missouri
$37K
KT
514
Kanaly Trust
Texas
$37K +$695 +12 +2%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$35K
MFW
516
Mosaic Family Wealth
Missouri
$31K -$984 -17 -3%
BWP
517
Baldwin Wealth Partners
Massachusetts
$24K -$1.06M -18,240 -98%
QAM
518
QCI Asset Management
New York
$24K
TSW
519
Thompson Siegel & Walmsley
Virginia
$24K
S
520
SignatureFD
Georgia
$24K +$2.14K +37 +10%
VCM
521
Versant Capital Management
Arizona
$24K +$5.67K +98 +32%
QCG
522
Quadrant Capital Group
Ohio
$23K +$22.4K +386 +522%
EWM
523
Evercore Wealth Management
New York
$20K -$13.8K -239 -42%
TDC
524
Thompson Davis & Co
Virginia
$18K -$5.79K -100 -25%
DOA
525
D'Orazio & Associates
Virginia
$18K

HES Hedge Fund Activity: Q2 2016 in Review

575 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2016, worth a combined $16B — up 16% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HES positions and 41 closed out — a net gain of 26 holders — while 218 added to existing stakes and 201 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $124M. The largest seller was Royal London Asset Management, cutting an estimated $186M.

  • 575 institutional investors held Hess (HES) as of Q2 2016, up from 556 in Q1 2016.
  • Funds reported $16B of Hess stock for Q2 2016, up 16% quarter-over-quarter.
  • 67 funds opened new Hess positions in Q2 2016 and 41 closed out, a net change of +26 holders.
  • The largest Hess buyer in Q2 2016 was Bank of New York Mellon, an estimated $124M added.
  • The largest Hess seller in Q2 2016 was Royal London Asset Management, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2016.