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HES

Hess

Delisted

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

535 hedge funds and large institutions have $17.1B invested in Hess in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 185 increasing their positions, 172 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

66% more call options, than puts

Call options by funds: $273M | Put options by funds: $164M

54% more capital invested

Capital invested by funds: $11.1B → $17.1B (+$6B)

33% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 69

3% more funds holding

Funds holding: 517535 (+18)

1.14% more ownership

Funds ownership: 92.74%93.88% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 172

Holders
535
Holders Change
+18
Holders Change %
+3.48%
% of All Funds
11.58%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
92
Increased
185
Reduced
172
Closed
69
Calls
$273M
Puts
$164M
Net Calls
+$109M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Sutton Wealth Advisors
Florida
$4.64K -$17.7K -322 -81%
CBT
502
Capital Bank & Trust
California
$4K -$8.25K -150 -70%
GWS
503
Glassman Wealth Services
Virginia
$4K +$2.37K +43 +139%
CI
504
CX Institutional
Indiana
$4K +$3.08K +56 +400%
BFC
505
Bedel Financial Consulting
Indiana
$3K
CA
506
Centerpoint Advisors
Massachusetts
$3K
PCG
507
Private Capital Group
Connecticut
$3K
RFM
508
Royal Fund Management
Florida
$3K
SMFS
509
Squar Milner Financial Services
California
$3K
TL
510
TrueWealth LLC
Georgia
$3K
TA
511
Thor Advisors
New York
$3K +$2.92K +53 New
FGAM
512
Financial Gravity Asset Management
Texas
$3K +$3.14K +57 New
NIM
513
NuWave Investment Management
New Jersey
$2K -$44.1K -802 -96%
RA
514
Rational Advisors
New York
$2K -$44.1K -802 -96%
HI
515
Hudock Inc
Pennsylvania
$2K
JCM
516
Jacobi Capital Management
Pennsylvania
$2K
LWM
517
Liberty Wealth Management
California
$2K
TFO
518
Tarbox Family Office
California
$2K
WEC
519
Winslow Evans & Crocker
Massachusetts
$2K
LF
520
Lee Financial
Texas
$2K +$2.2K +40 New
ED
521
Exane Derivatives
France
$1.08K
IA
522
IFP Advisors
Florida
$1K -$66.5K -1,208 -99%
AC
523
Avestar Capital
New York
$1K
PWM
524
PRW Wealth Management
Massachusetts
$1K
TCA
525
Tortoise Capital Advisors
Kansas
$1K +$330 +6 +46%

HES Hedge Fund Activity: Q1 2019 in Review

535 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2019, worth a combined $17.1B — up 54% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HES positions and 69 closed out — a net gain of 23 holders — while 185 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $688M. The largest seller was BlackRock, cutting an estimated $197M.

  • 535 institutional investors held Hess (HES) as of Q1 2019, up from 517 in Q4 2018.
  • Funds reported $17.1B of Hess stock for Q1 2019, up 54% quarter-over-quarter.
  • 92 funds opened new Hess positions in Q1 2019 and 69 closed out, a net change of +23 holders.
  • The largest Hess buyer in Q1 2019 was Fidelity Investments, an estimated $688M added.
  • The largest Hess seller in Q1 2019 was BlackRock, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2019.