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HES

Hess

Delisted

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

473 hedge funds and large institutions have $9.03B invested in Hess in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 196 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.3% more ownership

Funds ownership: 85.59%88.89% (+3.3%)

15% less funds holding

Funds holding: 559473 (-86)

19% less call options, than puts

Call options by funds: $132M | Put options by funds: $164M

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 196

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

48% less capital invested

Capital invested by funds: $17.4B → $9.03B (-$8.37B)

63% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 129

Holders
473
Holders Change
-86
Holders Change %
-15.38%
% of All Funds
10.42%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
48
Increased
151
Reduced
196
Closed
129
Calls
$132M
Puts
$164M
Net Calls
-$31.9M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
576
Loomis, Sayles & Company
Massachusetts
-$9K -131 Closed
AA
577
Argent Advisors
Louisiana
-$8K -130 Closed
JFA
578
JNBA Financial Advisors
Minnesota
-$8K -122 Closed
PMFA
579
Plante Moran Financial Advisors
Michigan
-$8K -114 Closed
CCM
580
Covington Capital Management
California
-$5K -69 Closed
HWM
581
Howard Wealth Management
Connecticut
-$4K -62 Closed
EWA
582
Evolution Wealth Advisors
Florida
-$4K -56 Closed
CA
583
Centerpoint Advisors
Massachusetts
-$3K -50 Closed
GDP
584
Great Diamond Partners
Maine
-$3K -50 Closed
TL
585
TrueWealth LLC
Georgia
-$3K -48 Closed
PFGIA
586
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -45 Closed
VCM
587
Versant Capital Management
Arizona
-$2K -38 Closed
SFG
588
Sowa Financial Group
Rhode Island
-$2K -29 Closed
WCM
589
Wealthcare Capital Management
Virginia
-$2K -27 Closed
JWA
590
JFS Wealth Advisors
Pennsylvania
-$1K -20 Closed
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
-$1K -17 Closed
FPFS
592
First Personal Financial Services
North Carolina
-$1K -15 Closed
EI
593
Ellevest Inc
New York
-$1K -13 Closed
VCP
594
Verus Capital Partners
Arizona
-$1K -13 Closed
GFPC
595
Global Financial Private Capital
Florida
-$1K -12 Closed
AWM
596
Atticus Wealth Management
Florida
-$1K -10 Closed
CFGS
597
Concourse Financial Group Securities
Alabama
-$541 -10 -45%
HWA
598
Heritage Wealth Advisors
Virginia
-$601 -9 Closed
PWP
599
Personal Wealth Partners
Minnesota
-$1K -9 Closed
EWM
600
EPG Wealth Management
Georgia
+$216 +4 New

HES Hedge Fund Activity: Q1 2020 in Review

473 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2020, worth a combined $9.03B — down 48% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of HES and 48 opened new positions — a net loss of 81 holders — while 196 trimmed existing stakes and 151 added.

The largest buyer was Capital International Investors, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $319M.

  • 473 institutional investors held Hess (HES) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $9.03B of Hess stock for Q1 2020, down 48% quarter-over-quarter.
  • 48 funds opened new Hess positions in Q1 2020 and 129 closed out, a net change of -81 holders.
  • The largest Hess buyer in Q1 2020 was Capital International Investors, an estimated $458M added.
  • The largest Hess seller in Q1 2020 was Fidelity Investments, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2020.