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HES

Hess

Delisted

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

584 hedge funds and large institutions have $15.2B invested in Hess in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 74.29%78.63% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less funds holding

Funds holding: 603584 (-19)

7% less capital invested

Capital invested by funds: $16.4B → $15.2B (-$1.12B)

17% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 70

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

38% less call options, than puts

Call options by funds: $155M | Put options by funds: $249M

Holders
584
Holders Change
-19
Holders Change %
-3.15%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
58
Increased
190
Reduced
236
Closed
70
Calls
$155M
Puts
$249M
Net Calls
-$93.9M
Net Calls Change
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
526
Smithfield Trust
Pennsylvania
$30K
TCM
527
Tradewinds Capital Management
Washington
$28K
TRCT
528
Tower Research Capital (TRC)
New York
$27K -$221K -3,094 -89%
LWA
529
Lenox Wealth Advisors
New York
$27K
QAM
530
QCI Asset Management
New York
$27K
TSW
531
Thompson Siegel & Walmsley
Virginia
$27K
PCM
532
Parsons Capital Management
Rhode Island
$27K +$28.5K +400 New
FANJ
533
Financial Architects (New Jersey)
New Jersey
$25K +$4.64K +65 +22%
SFPIA
534
Stevens First Principles Investment Advisors
California
$24K
WEC
535
Winslow Evans & Crocker
Massachusetts
$23.9K
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$2.28K -32 -9%
OIA
537
Optimum Investment Advisors
Illinois
$21K
ZB
538
Zions Bancorporation
Utah
$21K +$22K +309 New
DOA
539
D'Orazio & Associates
Virginia
$20K
GWM
540
Gupta Wealth Management
California
$20K +$20.8K +292 New
BAM
541
Bruderman Asset Management
New York
$20K +$21.4K +300 New
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.7K -$1.43M -20,088 -7%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$16.3K -$19.2K -269 -53%
LWM
544
Lenox Wealth Management
Ohio
$16K
PSC
545
Prentiss Smith & Co
Vermont
$15K
HNB
546
Huntington National Bank
Ohio
$14K -$23.3K -327 -61%
GAM
547
Gemmer Asset Management
California
$12K
TF
548
Tompkins Financial
New York
$12K +$12.9K +181 New
JIC
549
Joel Isaacson & Co
New York
$11K
ASN
550
Advisory Services Network
Georgia
$11K +$4.64K +65 +79%

HES Hedge Fund Activity: Q1 2015 in Review

584 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2015, worth a combined $15.2B — down 6.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of HES and 58 opened new positions — a net loss of 12 holders — while 236 trimmed existing stakes and 190 added.

The largest buyer was Wellington Management Group, adding an estimated $491M. The largest seller was Sound Shore Management, exiting entirely with an estimated $142M sold.

  • 584 institutional investors held Hess (HES) as of Q1 2015, down from 603 in Q4 2014.
  • Funds reported $15.2B of Hess stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 58 funds opened new Hess positions in Q1 2015 and 70 closed out, a net change of -12 holders.
  • The largest Hess buyer in Q1 2015 was Wellington Management Group, an estimated $491M added.
  • The largest Hess seller in Q1 2015 was Sound Shore Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.