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HES

Hess

Delisted

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

644 hedge funds and large institutions have $20.5B invested in Hess in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 177 increasing their positions, 301 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $819M | Put options by funds: $487M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

0% more funds holding

Funds holding: 642644 (+2)

2% less capital invested

Capital invested by funds: $20.9B → $20.5B (-$358M)

4.66% less ownership

Funds ownership: 78.9%74.24% (-4.7%)

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

41% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 301

Holders
644
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
18.69%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.16%
New
77
Increased
177
Reduced
301
Closed
69
Calls
$819M
Puts
$487M
Net Calls
+$331M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
526
Jefferies Group
New York
$319K +$280K +3,450 +869%
EA
527
Emerald Advisers
Pennsylvania
$307K -$21.7K -267 -7%
NI
528
Numeric Investors
Massachusetts
$299K -$910K -11,200 -76%
PCA
529
Private Capital Advisors
Connecticut
$299K
LTFS
530
Ladenburg Thalmann Financial Services
Florida
$297K -$172K -2,118 -37%
KFS
531
KMS Financial Services
Washington
$295K +$289K +3,555 New
CM
532
Churchill Management
California
$292K +$5.12K +63 +2%
HCM
533
Highlander Capital Management
New Jersey
$286K -$32.5K -400 -10%
LIA
534
LS Investment Advisors
Michigan
$286K +$212K +2,605 +309%
MTIM
535
Marathon Trading Investment Management
Pennsylvania
$283K +$276K +3,400 New
LIM
536
Leavell Investment Management
Alabama
$282K
MCM
537
Marathon Capital Management
Maryland
$282K
MGIA
538
Moneta Group Investment Advisors
Missouri
$270K
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$269K +$264K +3,246 New
SFT
540
Simmons First Trust
Arkansas
$262K +$12.4K +153 +5%
CCMG
541
Clark Capital Management Group
Pennsylvania
$252K -$26.6K -327 -10%
JMPWA
542
JP Morgan Private Wealth Advisors
California
$250K +$9.02K +111 +4%
PSUF
543
People's United Financial
Connecticut
$249K -$56K -690 -19%
BIM
544
Barton Investment Management
Pennsylvania
$249K
PGCM
545
Prescott Group Capital Management
Oklahoma
$249K
WOC
546
West Oak Capital
California
$245K
AP
547
Advisor Partners
California
$239K +$17.1K +211 +8%
LCM
548
Lucas Capital Management
New Jersey
$237K +$650 +8 +0.3%
DC
549
Davenport & Co
Virginia
$237K -$25.8K -318 -10%
YCMGA
550
York Capital Management Global Advisors
New York
$227K +$91.5M +1,126,768 +70%

HES Hedge Fund Activity: Q4 2013 in Review

644 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2013, worth a combined $20.5B — down 1.7% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HES positions and 69 closed out — a net gain of 8 holders — while 177 added to existing stakes and 301 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $440M. The largest seller was Deutsche Bank, cutting an estimated $411M.

  • 644 institutional investors held Hess (HES) as of Q4 2013, up from 642 in Q3 2013.
  • Funds reported $20.5B of Hess stock for Q4 2013, down 1.7% quarter-over-quarter.
  • 77 funds opened new Hess positions in Q4 2013 and 69 closed out, a net change of +8 holders.
  • The largest Hess buyer in Q4 2013 was AllianceBernstein, an estimated $440M added.
  • The largest Hess seller in Q4 2013 was Deutsche Bank, an estimated $411M sold.

Based on aggregated 13F filings for Q4 2013.