Hess
HES was delisted on the 17th of July, 2025.
711 hedge funds and large institutions have $36.7B invested in Hess in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 31 closing their positions.
297% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 31
26% more capital invested
Capital invested by funds: $29B → $36.7B (+$7.62B)
12% more funds holding
Funds holding: 635 → 711 (+76)
2% less call options, than puts
Call options by funds: $476M | Put options by funds: $488M
1.33% less ownership
Funds ownership: 86% → 84.67% (-1.3%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
11% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 256
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$407M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$273M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$62.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.7M |
| 5 |
BlackRock
New York
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$307M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$212M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$159M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$154M |
| 5 |
Primecap Management
Pasadena,
California
|
-$130M |
HES Hedge Fund Activity: Q4 2022 in Review
711 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2022, worth a combined $36.7B — up 26% from $29B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new HES positions and 31 closed out — a net gain of 92 holders — while 227 added to existing stakes and 256 trimmed.
The largest buyer was Capital World Investors, adding an estimated $407M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $307M.
- 711 institutional investors held Hess (HES) as of Q4 2022, up from 635 in Q3 2022.
- Funds reported $36.7B of Hess stock for Q4 2022, up 26% quarter-over-quarter.
- 123 funds opened new Hess positions in Q4 2022 and 31 closed out, a net change of +92 holders.
- The largest Hess buyer in Q4 2022 was Capital World Investors, an estimated $407M added.
- The largest Hess seller in Q4 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $307M sold.
Based on aggregated 13F filings for Q4 2022.