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HES

Hess

Delisted

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

539 hedge funds and large institutions have $18B invested in Hess in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 214 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $14.5B → $18B (+$3.51B)

4% more funds holding

Funds holding: 518539 (+21)

9% less call options, than puts

Call options by funds: $449M | Put options by funds: $491M

3.48% less ownership

Funds ownership: 90.73%87.24% (-3.5%)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 214

Holders
539
Holders Change
+21
Holders Change %
+4.05%
% of All Funds
12.34%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
82
Increased
144
Reduced
214
Closed
57
Calls
$449M
Puts
$491M
Net Calls
-$42.5M
Net Calls Change
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$9K +$8.36K +140 New
BFC
502
Bedel Financial Consulting
Indiana
$8K -$2.27K -38 -24%
ACS
503
Archford Capital Strategies
Illinois
$8K
TWA
504
TCI Wealth Advisors
Arizona
$8K
CJA
505
C-J Advisory
California
$7K
PK
506
Pflug Koory
Nebraska
$7K
VCM
507
Versant Capital Management
Arizona
$7K
SFM
508
Signet Financial Management
New Jersey
$7K +$60 +1 +0.9%
VFA
509
Valeo Financial Advisors
Indiana
$6K
FGAM
510
Financial Gravity Asset Management
Texas
$6K +$836 +14 +17%
PW
511
Price Wealth
Texas
$6K +$3.88K +65 +295%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$5.89K
CHP
513
Cable Hill Partners
Oregon
$5K
CCM
514
Cribstone Capital Management
Maine
$5K
PWAG
515
Polaris Wealth Advisory Group
California
$5K
ED
516
Exane Derivatives
France
$4.95K -$72.6K -1,215 -94%
PCG
517
Private Capital Group
Connecticut
$4K -$418 -7 -10%
PCIA
518
Prime Capital Investment Advisors
Kansas
$4K +$3.58K +60 New
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$3K
OFW
520
Omnia Family Wealth
Florida
$3K
RFM
521
Royal Fund Management
Florida
$3K
TL
522
TrueWealth LLC
Georgia
$3K
GCM
523
Gables Capital Management
Florida
$3K +$2.39K +40 New
SMFS
524
Squar Milner Financial Services
California
$3K +$3.11K +52 New
RA
525
Rational Advisors
New York
$2K -$268K -4,486 -99%

HES Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2018, worth a combined $18B — up 24% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HES positions and 57 closed out — a net gain of 25 holders — while 144 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $682M. The largest seller was T. Rowe Price Associates, cutting an estimated $348M.

  • 539 institutional investors held Hess (HES) as of Q2 2018, up from 518 in Q1 2018.
  • Funds reported $18B of Hess stock for Q2 2018, up 24% quarter-over-quarter.
  • 82 funds opened new Hess positions in Q2 2018 and 57 closed out, a net change of +25 holders.
  • The largest Hess buyer in Q2 2018 was Fidelity Investments, an estimated $682M added.
  • The largest Hess seller in Q2 2018 was T. Rowe Price Associates, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2018.