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HES

Hess

Delisted

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

555 hedge funds and large institutions have $11.4B invested in Hess in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.96% more ownership

Funds ownership: 77.47%79.43% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less call options, than puts

Call options by funds: $152M | Put options by funds: $159M

3% less funds holding

Funds holding: 575555 (-20)

23% less capital invested

Capital invested by funds: $14.9B → $11.4B (-$3.46B)

24% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 71

Holders
555
Holders Change
-20
Holders Change %
-3.48%
% of All Funds
15.49%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
54
Increased
208
Reduced
205
Closed
71
Calls
$152M
Puts
$159M
Net Calls
-$7.34M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
526
Hemenway Trust Hemenway Trust
New Hampshire
$8K
TSU
527
TD Securities (USA)
New York
$7K -$5.65M -98,792 -100%
CFA
528
Carroll Financial Associates
North Carolina
$7K -$3.03K -53 -30%
FNBT
529
FineMark National Bank & Trust
Florida
$7K
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
WA
531
WFG Advisors
Texas
$7K +$57 +1 +0.7%
IMS
532
Index Management Solutions
Pennsylvania
$7K +$916 +16 +12%
PSI
533
Pinnacle Summer Investments
Virginia
$7K +$7.84K +137 New
PMFA
534
Plante Moran Financial Advisors
Michigan
$6K -$53.2K -930 -89%
GCM
535
Grisanti Capital Management
New York
$6K
NCM
536
Nelson Capital Management
California
$5K -$2M -34,963 -100%
TFO
537
Tarbox Family Office
California
$5K -$229 -4 -4%
CGT
538
Capital Guardian Trust
California
$5K
DAM
539
Delta Asset Management
Tennessee
$5K
RBC
540
Roble Belko & Company
Pennsylvania
$5K
FWM
541
Focused Wealth Management
New York
$5K +$5.61K +98 New
EWM
542
Edge Wealth Management
New York
$5K +$6.01K +105 New
CAW
543
Cornerstone Advisors (Washington)
Washington
$4K +$1.09K +19 +36%
MSFP
544
Mark Sheptoff Financial Planning
Connecticut
$3K
SIM
545
Sonora Investment Management
Arizona
$3K +$2.75K +48 New
LYV
546
Live Your Vision
Pennsylvania
$3K +$3.43K +60 New
PFBT
547
Parkside Financial Bank & Trust
Missouri
$3K +$3.43K +60 New
N
548
Nuveen
North Carolina
$2.16K +$846K +14,789 +52%
AW
549
Alpha Windward
Massachusetts
$2K -$113K -1,983 -98%
MWP
550
MYCIO Wealth Partners
Pennsylvania
$2K

HES Hedge Fund Activity: Q3 2015 in Review

555 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2015, worth a combined $11.4B — down 23% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 54 opened new positions — a net loss of 17 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $440M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $264M sold.

  • 555 institutional investors held Hess (HES) as of Q3 2015, down from 575 in Q2 2015.
  • Funds reported $11.4B of Hess stock for Q3 2015, down 23% quarter-over-quarter.
  • 54 funds opened new Hess positions in Q3 2015 and 71 closed out, a net change of -17 holders.
  • The largest Hess buyer in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $440M added.
  • The largest Hess seller in Q3 2015 was Manning & Napier Advisors, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2015.