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HES

Hess

Delisted

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

560 hedge funds and large institutions have $18.7B invested in Hess in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

4% more funds holding

Funds holding: 539560 (+21)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$743M)

0.09% more ownership

Funds ownership: 87.24%87.34% (+0.09%)

13% less call options, than puts

Call options by funds: $354M | Put options by funds: $408M

22% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 218

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
560
Holders Change
+21
Holders Change %
+3.9%
% of All Funds
12.8%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
72
Increased
169
Reduced
218
Closed
44
Calls
$354M
Puts
$408M
Net Calls
-$54.3M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
526
Polaris Wealth Advisory Group
California
$7K
APP
527
Avantax Planning Partners
Iowa
$7K +$6.59K +100 New
GP
528
Girard Partners
Pennsylvania
$7K +$6.66K +101 New
CIM
529
Contravisory Investment Management
Massachusetts
$6K -$132K -2,000 -96%
FC
530
Ferris Capital
Massachusetts
$6K -$3.56K -54 -39%
CHP
531
Cable Hill Partners
Oregon
$6K
FGAM
532
Financial Gravity Asset Management
Texas
$6K +$593 +9 +9%
WC
533
Whitney & Co
New York
$6K +$7.12K +108 New
CCM
534
Cribstone Capital Management
Maine
$5K
MNBTD
535
Moody National Bank Trust Division
Texas
$5K +$4.94K +75 New
CAG
536
Csenge Advisory Group
Florida
$5K +$6.99K +106 New
TPWA
537
TRUE Private Wealth Advisors
Oregon
$4.51K +$4.15K +63 New
PCG
538
Private Capital Group
Connecticut
$4K
RFM
539
Royal Fund Management
Florida
$4K
SMFS
540
Squar Milner Financial Services
California
$4K
LF
541
Lee Financial
Texas
$4K +$3.36K +51 New
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$3.01K -$3.03K -46 -52%
GWS
543
Glassman Wealth Services
Virginia
$3K -$46.1K -700 -94%
GCM
544
Gables Capital Management
Florida
$3K
JCM
545
Jacobi Capital Management
Pennsylvania
$3K
OFW
546
Omnia Family Wealth
Florida
$3K
TFO
547
Tarbox Family Office
California
$3K
TL
548
TrueWealth LLC
Georgia
$3K
SFSIG
549
San Francisco Sentry Investment Group
California
$3K +$2.97K +45 New
EFSCE
550
Enterprise Financial Services Corp (EFSC)
Missouri
$2K

HES Hedge Fund Activity: Q3 2018 in Review

560 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2018, worth a combined $18.7B — up 4.1% from $18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $188M.

  • 560 institutional investors held Hess (HES) as of Q3 2018, up from 539 in Q2 2018.
  • Funds reported $18.7B of Hess stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2018 and 44 closed out, a net change of +28 holders.
  • The largest Hess buyer in Q3 2018 was Fidelity Investments, an estimated $217M added.
  • The largest Hess seller in Q3 2018 was T. Rowe Price Associates, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2018.