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HES

Hess

Delisted

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

653 hedge funds and large institutions have $21.2B invested in Hess in 2014 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 186 increasing their positions, 301 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $700M | Put options by funds: $476M

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

1% less funds holding

Funds holding: 660653 (-7)

2.35% less ownership

Funds ownership: 75.77%73.42% (-2.3%)

10% less capital invested

Capital invested by funds: $23.5B → $21.2B (-$2.29B)

28% less funds holding in top 10

Funds holding in top 10: 3928 (-11)

38% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 301

Holders
653
Holders Change
-7
Holders Change %
-1.06%
% of All Funds
18.94%
Holding in Top 10
28
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-28.21%
% of All Funds
0.81%
New
53
Increased
186
Reduced
301
Closed
54
Calls
$700M
Puts
$476M
Net Calls
+$224M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$46K -$8.9K -90 -16%
TCM
602
Tradewinds Capital Management
Washington
$46K +$2.37K +24 +5%
ST
603
Smithfield Trust
Pennsylvania
$42K -$5.14K -52 -11%
GSC
604
Ground Swell Capital
South Carolina
$42K +$13.3K +135 +44%
KT
605
Kanaly Trust
Texas
$40K
NES
606
New England Securities
New York
$40K
QAM
607
QCI Asset Management
New York
$38K
SEC
608
Seven Eight Capital
New York
$37.7K +$39.6K +400 New
VFA
609
Virtus Fund Advisers
Connecticut
$37K -$241K -2,440 -86%
MUMSS
610
Mitsubishi UFJ Morgan Stanley Securities
Japan
$37K +$7.91K +80 +26%
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$7.71K -78 -17%
FNBT
612
FineMark National Bank & Trust
Florida
$35K -$3.66K -37 -9%
SFPIA
613
Stevens First Principles Investment Advisors
California
$33K
LWA
614
Lenox Wealth Advisors
New York
$29K
OIA
615
Optimum Investment Advisors
Illinois
$29K
JIC
616
Joel Isaacson & Co
New York
$29K +$13.7K +139 +83%
BKBG
617
BHF Kleinwort Benson Group
Belgium
$28K -$135K -1,370 -82%
DOA
618
D'Orazio & Associates
Virginia
$28K
FANJ
619
Financial Architects (New Jersey)
New Jersey
$28K
GGPS
620
Gary Goldberg Planning Services
New York
$28K
HR
621
Howe & Rusling
New York
$21K
PSC
622
Prentiss Smith & Co
Vermont
$21K
TDC
623
Thompson Davis & Co
Virginia
$21K +$22.4K +227 New
NYLT
624
New York Life Trust
New York
$20K +$21.3K +215 New
WA
625
WealthTrust-Arizona
Arizona
$19K

HES Hedge Fund Activity: Q3 2014 in Review

653 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2014, worth a combined $21.2B — down 9.7% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HES and 53 opened new positions — a net loss of 1 holder — while 301 trimmed existing stakes and 186 added.

The largest buyer was abrdn Investment Management, adding an estimated $176M. The largest seller was Manning & Napier Advisors, cutting an estimated $312M.

  • 653 institutional investors held Hess (HES) as of Q3 2014, down from 660 in Q2 2014.
  • Funds reported $21.2B of Hess stock for Q3 2014, down 9.7% quarter-over-quarter.
  • 53 funds opened new Hess positions in Q3 2014 and 54 closed out, a net change of -1 holder.
  • The largest Hess buyer in Q3 2014 was abrdn Investment Management, an estimated $176M added.
  • The largest Hess seller in Q3 2014 was Manning & Napier Advisors, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2014.