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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
DOA
501
D'Orazio & Associates
Virginia
$16K
TDC
502
Thompson Davis & Co
Virginia
$16K
CJA
503
C-J Advisory
California
$14K +$14.4K +269 New
BL
504
Balentine LLC
Georgia
$13K
CFA
505
Camarda Financial Advisors
Florida
$13K
HNB
506
Huntington National Bank
Ohio
$13K
PSC
507
Prentiss Smith & Co
Vermont
$12K
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
CHP
509
Cable Hill Partners
Oregon
$10K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$2.73K +51 +38%
TCM
511
Tradewinds Capital Management
Washington
$9K -$5.36K -100 -39%
JIC
512
Joel Isaacson & Co
New York
$9K
LYV
513
Live Your Vision
Pennsylvania
$9K +$8.57K +160 New
FPFS
514
First Personal Financial Services
North Carolina
$8K -$54 -1 -0.7%
HIIFS
515
Harel Insurance Investments & Financial Services
Israel
$8K +$8.04K +150 New
LWM
516
Lenox Wealth Management
Ohio
$7K
GAM
517
Gemmer Asset Management
California
$7K +$2.36K +44 +49%
PCA
518
Peddock Capital Advisors
Massachusetts
$7K +$6.97K +130 New
PMFA
519
Plante Moran Financial Advisors
Michigan
$6K -$3.32K -62 -37%
ACS
520
Archford Capital Strategies
Illinois
$6K -$3.21K -60 -32%
NC
521
NewSquare Capital
Pennsylvania
$6K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$6K
ZB
523
Zions Bancorporation
Utah
$6K +$54 +1 +0.8%
CGT
524
Capital Guardian Trust
California
$5K
VFA
525
Virtus Fund Advisers
Connecticut
$5K

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.