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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
CFSG
551
Community Financial Services Group
Vermont
$11K +$6.13K +86 +118%
TWA
552
TCI Wealth Advisors
Arizona
$11K +$8.77K +123 +315%
PIM
553
Parasol Investment Management
Illinois
$11K +$11.8K +165 New
MSFP
554
Mark Sheptoff Financial Planning
Connecticut
$10K
WA
555
WFG Advisors
Texas
$10K
FNBT
556
FineMark National Bank & Trust
Florida
$10K +$7.84K +110 +333%
TDC
557
Thompson Davis & Co
Virginia
$9K -$9.84K -138 -51%
ICM
558
ICC Capital Management
Florida
$9K +$2.14K +30 +30%
S
559
SignatureFD
Georgia
$9K +$3.64K +51 +61%
DADC
560
D.A. Davidson & Co
Montana
$8K -$2.07K -29 -18%
GCM
561
Grisanti Capital Management
New York
$8K
CHP
562
Cable Hill Partners
Oregon
$8K +$7.35K +103 +606%
DAM
563
Delta Asset Management
Tennessee
$7K
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
RBC
565
Roble Belko & Company
Pennsylvania
$7K +$7.13K +100 New
WRM
566
Westport Resources Management
Connecticut
$6K
BRWM
567
B. Riley Wealth Management
Tennessee
$6K +$71 +1 +1%
TFO
568
Tarbox Family Office
California
$6K +$785 +11 +13%
PSI
569
Pinnacle Summer Investments
Virginia
$5K
IMS
570
Index Management Solutions
Pennsylvania
$4K -$46.2K -648 -92%
CAW
571
Cornerstone Advisors (Washington)
Washington
$4K -$1.28K -18 -25%
CFA
572
Carroll Financial Associates
North Carolina
$4K
MWAN
573
Mariner Wealth Advisors (NYC)
Kansas
$4K +$4.42K +62 New
LWM
574
LBA Wealth Management
Florida
$2K
MWP
575
MYCIO Wealth Partners
Pennsylvania
$2K

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.