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HES

Hess

Delisted

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

560 hedge funds and large institutions have $18.7B invested in Hess in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

4% more funds holding

Funds holding: 539560 (+21)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$743M)

0.09% more ownership

Funds ownership: 87.24%87.34% (+0.09%)

13% less call options, than puts

Call options by funds: $354M | Put options by funds: $408M

22% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 218

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
560
Holders Change
+21
Holders Change %
+3.9%
% of All Funds
12.8%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
72
Increased
169
Reduced
218
Closed
44
Calls
$354M
Puts
$408M
Net Calls
-$54.3M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$14K
NSIM
502
North Star Investment Management
Illinois
$14K
KTC
503
Kistler-Tiffany Companies
Pennsylvania
$13K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$13K +$330 +5 +3%
OC
505
Oakworth Capital
Alabama
$12K
RFA
506
Reilly Financial Advisors
California
$12K
LCM
507
Laurion Capital Management
New York
$12K +$11.5K +174 New
TIM
508
Tortoise Investment Management
New York
$11K
TCM
509
Tradewinds Capital Management
Washington
$11K
VIA
510
Vantage Investment Advisors
Pennsylvania
$11K
AOWM
511
Alpha Omega Wealth Management
Virginia
$10K
ST
512
Smithfield Trust
Pennsylvania
$10K
JFA
513
JNBA Financial Advisors
Minnesota
$10K +$9.03K +137 New
FPFS
514
First Personal Financial Services
North Carolina
$10K +$9.56K +145 New
RCAG
515
Rehmann Capital Advisory Group
Michigan
$9.38K -$3.23K -49 -27%
ACS
516
Archford Capital Strategies
Illinois
$9K
TWA
517
TCI Wealth Advisors
Arizona
$9K
OBWP
518
O'Brien Wealth Partners
Massachusetts
$9K +$8.64K +131 New
PMFA
519
Plante Moran Financial Advisors
Michigan
$8K -$3.23K -49 -30%
SFM
520
Signet Financial Management
New Jersey
$8K
VCM
521
Versant Capital Management
Arizona
$8K
VFA
522
Valeo Financial Advisors
Indiana
$8K +$2.97K +45 +45%
CTC
523
Central Trust Company
Missouri
$7K -$33K -500 -83%
BFC
524
Bedel Financial Consulting
Indiana
$7K
PK
525
Pflug Koory
Nebraska
$7K

HES Hedge Fund Activity: Q3 2018 in Review

560 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2018, worth a combined $18.7B — up 4.1% from $18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $188M.

  • 560 institutional investors held Hess (HES) as of Q3 2018, up from 539 in Q2 2018.
  • Funds reported $18.7B of Hess stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2018 and 44 closed out, a net change of +28 holders.
  • The largest Hess buyer in Q3 2018 was Fidelity Investments, an estimated $217M added.
  • The largest Hess seller in Q3 2018 was T. Rowe Price Associates, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2018.