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HES

Hess

Delisted

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

542 hedge funds and large institutions have $16.1B invested in Hess in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 189 increasing their positions, 187 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $485M | Put options by funds: $297M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 520542 (+22)

1% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 187

3.91% less ownership

Funds ownership: 91.46%87.55% (-3.9%)

9% less capital invested

Capital invested by funds: $17.6B → $16.1B (-$1.5B)

Holders
542
Holders Change
+22
Holders Change %
+4.23%
% of All Funds
11.89%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
72
Increased
189
Reduced
187
Closed
49
Calls
$485M
Puts
$297M
Net Calls
+$188M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
501
Balentine LLC
Georgia
$5K
GWS
502
Glassman Wealth Services
Virginia
$5K +$374 +6 +8%
RCAG
503
Rehmann Capital Advisory Group
Michigan
$4.78K
SCA
504
Stonebridge Capital Advisors
Minnesota
$4K -$8.72K -140 -69%
GSWM
505
Golden State Wealth Management
California
$4K
GEA
506
Glen Eagle Advisors
New Jersey
$3.69K +$3.8K +61 New
PK
507
Pflug Koory
Nebraska
$3K -$3.12K -50 -50%
PCG
508
Private Capital Group
Connecticut
$3K -$1.5K -24 -36%
BFC
509
Bedel Financial Consulting
Indiana
$3K
CA
510
Centerpoint Advisors
Massachusetts
$3K
EWA
511
Evolution Wealth Advisors
Florida
$3K
FGAM
512
Financial Gravity Asset Management
Texas
$3K
TFO
513
Tarbox Family Office
California
$3K
TL
514
TrueWealth LLC
Georgia
$3K
SWM
515
Selective Wealth Management
Virginia
$3K +$3.05K +49 New
AM
516
Atwater Malick
Pennsylvania
$3K +$3.12K +50 New
CFGS
517
Concourse Financial Group Securities
Alabama
$3K +$3.12K +50 New
GWAG
518
Garrett Wealth Advisory Group
Texas
$2.12K +$2.18K +35 New
FHA
519
Flagship Harbor Advisors
Massachusetts
$2K -$6.23K -100 -74%
CBT
520
Capital Bank & Trust
California
$2K -$2.24K -36 -56%
VCM
521
Versant Capital Management
Arizona
$2K -$187 -3 -7%
HI
522
Hudock Inc
Pennsylvania
$2K
JCM
523
Jacobi Capital Management
Pennsylvania
$2K
LF
524
Lee Financial
Texas
$2K
LWM
525
Liberty Wealth Management
California
$2K

HES Hedge Fund Activity: Q3 2019 in Review

542 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2019, worth a combined $16.1B — down 8.5% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 49 closed out — a net gain of 23 holders — while 189 added to existing stakes and 187 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $317M. The largest seller was Elliott Management, cutting an estimated $595M.

  • 542 institutional investors held Hess (HES) as of Q3 2019, up from 520 in Q2 2019.
  • Funds reported $16.1B of Hess stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2019 and 49 closed out, a net change of +23 holders.
  • The largest Hess buyer in Q3 2019 was Dodge & Cox, an estimated $317M added.
  • The largest Hess seller in Q3 2019 was Elliott Management, an estimated $595M sold.

Based on aggregated 13F filings for Q3 2019.