Hess
HES was delisted on the 17th of July, 2025.
545 hedge funds and large institutions have $11.6B invested in Hess in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 170 increasing their positions, 238 reducing their positions, and 58 closing their positions.
4.31% more ownership
Funds ownership: 79.43% → 83.74% (+4.3%)
2% more capital invested
Capital invested by funds: $11.4B → $11.6B (+$232M)
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
2% less funds holding
Funds holding: 555 → 545 (-10)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
11% less call options, than puts
Call options by funds: $148M | Put options by funds: $166M
29% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 238
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$263M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$223M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$220M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.8M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$63.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$154M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$127M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$111M |
| 4 |
Bank of New York Mellon
New York
|
-$62.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$37.5M |
HES Hedge Fund Activity: Q4 2015 in Review
545 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2015, worth a combined $11.6B — up 2% from $11.4B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of HES and 54 opened new positions — a net loss of 4 holders — while 238 trimmed existing stakes and 170 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $263M. The largest seller was Principal Financial Group, cutting an estimated $154M.
- 545 institutional investors held Hess (HES) as of Q4 2015, down from 555 in Q3 2015.
- Funds reported $11.6B of Hess stock for Q4 2015, up 2% quarter-over-quarter.
- 54 funds opened new Hess positions in Q4 2015 and 58 closed out, a net change of -4 holders.
- The largest Hess buyer in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $263M added.
- The largest Hess seller in Q4 2015 was Principal Financial Group, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2015.