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HES

Hess

Delisted

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

508 hedge funds and large institutions have $20.2B invested in Hess in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 179 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 83.59%83.62% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 183

5% less funds holding

Funds holding: 536508 (-28)

10% less capital invested

Capital invested by funds: $22.5B → $20.2B (-$2.27B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $201M | Put options by funds: $265M

30% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 71

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
50
Increased
179
Reduced
183
Closed
71
Calls
$201M
Puts
$265M
Net Calls
-$64.2M
Net Calls Change
-$76.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Prelude Capital Management
New York
-$247K -2,831 Closed
DL
552
DOHJ LLC
Washington
-$238K -2,728 Closed
SWM
553
SeaCrest Wealth Management
New York
-$222K -2,542 Closed
ACA
554
Anchor Capital Advisors
Massachusetts
-$221K -2,533 Closed
EWA
555
EP Wealth Advisors
California
-$220K -2,523 Closed
MMA
556
Miracle Mile Advisors
California
-$218K -2,500 Closed
KCM
557
Kanawha Capital Management
Virginia
-$218K -2,495 Closed
CA
558
CastleArk Alternatives
Illinois
-$211K -2,413 Closed
MW
559
Marcum Wealth
Ohio
-$210K -2,408 Closed
ALAM
560
Asahi Life Asset Management
Japan
-$210K -2,400 Closed
ECG
561
Edge Capital Group
Georgia
-$205K -2,342 Closed
SFO
562
Standard Family Office
South Dakota
-$144K -1,652 Closed
ASN
563
Advisory Services Network
Georgia
-$140K -1,601 Closed
FC
564
FORA Capital
Florida
-$103K -1,175 Closed
NIM
565
NuWave Investment Management
New Jersey
-$99K -1,130 Closed
SL
566
Savior LLC
Massachusetts
-$30K -339 Closed
CFO
567
CVA Family Office
Colorado
-$28K -315 Closed
MCM
568
Manchester Capital Management
Vermont
-$13K -153 Closed
FFG
569
Ford Financial Group
California
-$7K -87 Closed
HF
570
Halpern Financial
Virginia
-$6.03K -69 Closed
BU
571
BBVA USA
Alabama
-$5K -62 Closed
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
-$5K -56 Closed
PO
573
Private Ocean
California
-$5K -56 Closed
BC
574
Bartlett & Co
Ohio
-$1K -13 Closed
BCWM
575
Bartlett & Co Wealth Management
Ohio
-$1.14K -13 Closed

HES Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2021, worth a combined $20.2B — down 10% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HES and 50 opened new positions — a net loss of 21 holders — while 183 trimmed existing stakes and 179 added.

The largest buyer was UBS AM, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 508 institutional investors held Hess (HES) as of Q3 2021, down from 536 in Q2 2021.
  • Funds reported $20.2B of Hess stock for Q3 2021, down 10% quarter-over-quarter.
  • 50 funds opened new Hess positions in Q3 2021 and 71 closed out, a net change of -21 holders.
  • The largest Hess buyer in Q3 2021 was UBS AM, an estimated $114M added.
  • The largest Hess seller in Q3 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.