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HES

Hess

Delisted

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

644 hedge funds and large institutions have $19.8B invested in Hess in 2014 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 194 increasing their positions, 265 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $577M | Put options by funds: $269M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

0% more funds holding

Funds holding: 644644 (0)

0.71% less ownership

Funds ownership: 74.24%73.53% (-0.71%)

4% less capital invested

Capital invested by funds: $20.5B → $19.8B (-$743M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

27% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 265

Holders
644
Holders Change
Holders Change %
0%
% of All Funds
18.6%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.98%
New
72
Increased
194
Reduced
265
Closed
62
Calls
$577M
Puts
$269M
Net Calls
+$308M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$41K
SSB
602
Sandy Spring Bank
Maryland
$41K +$39.7K +500 New
Northwestern Mutual Wealth Management
603
Northwestern Mutual Wealth Management
Wisconsin
$38K -$3.18K -40 -8%
Bessemer Group
604
Bessemer Group
New Jersey
$37K
HHMI
605
Howard Hughes Medical Institute
Maryland
$36K -$5.96K -75 -15%
TCM
606
Tradewinds Capital Management
Washington
$35K
KT
607
Kanaly Trust
Texas
$35K +$9.93K +125 +42%
TRCT
608
Tower Research Capital (TRC)
New York
$33K -$516K -6,488 -94%
QAM
609
QCI Asset Management
New York
$33K
SFPIA
610
Stevens First Principles Investment Advisors
California
$29K -$11.5K -145 -29%
NES
611
New England Securities
New York
$27K
OIA
612
Optimum Investment Advisors
Illinois
$27K
WA
613
WealthTrust-Arizona
Arizona
$27K +$7.95K +100 +45%
LWA
614
Lenox Wealth Advisors
New York
$26K +$21.6K +272 +716%
DOA
615
D'Orazio & Associates
Virginia
$25K
GGPS
616
Gary Goldberg Planning Services
New York
$25K
GCM
617
Grisanti Capital Management
New York
$25K
EWM
618
Evercore Wealth Management
New York
$24K +$7.55K +95 +48%
Manulife (Manufacturers Life Insurance)
619
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.7K -$388K -4,880 -2%
MCM
620
Manchester Capital Management
Vermont
$22K
HR
621
Howe & Rusling
New York
$19K
PSC
622
Prentiss Smith & Co
Vermont
$19K
AF
623
Arrow Financial
New York
$16K
GAM
624
Gemmer Asset Management
California
$15K +$14.5K +183 New
JIC
625
Joel Isaacson & Co
New York
$14K

HES Hedge Fund Activity: Q1 2014 in Review

644 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2014, worth a combined $19.8B — down 3.6% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 62 closed out — a net gain of 10 holders — while 194 added to existing stakes and 265 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $193M. The largest seller was Perry Capital, exiting entirely with an estimated $250M sold.

  • 644 institutional investors held Hess (HES) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.8B of Hess stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q1 2014 and 62 closed out, a net change of +10 holders.
  • The largest Hess buyer in Q1 2014 was Ninety One (UK), an estimated $193M added.
  • The largest Hess seller in Q1 2014 was Perry Capital, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2014.