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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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$88.5M -$3.88M -48,834 -4%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$78.3M -$5.41M -68,093 -7%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$76.7M -$3.51M -44,152 -5%
Ameriprise
54
Ameriprise
Minnesota
$72M -$43.8M -551,206 -39%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$71.3M -$649K -8,167 -0.9%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$69M +$58.3K +733 +0.1%
Charles Schwab
57
Charles Schwab
California
$68.5M -$12.5M -157,132 -16%
Goldman Sachs
58
Goldman Sachs
New York
$68.5M -$52.9M -665,091 -45%
CRM
59
Cramer Rosenthal McGlynn
Connecticut
$66.5M +$8.61M +108,390 +16%
MFP
60
Michael F. Price
$66.3M +$8.15M +102,500 +15%
PP
61
Prospector Partners
Connecticut
$61.6M -$6.95M -87,500 -11%
AIM
62
Assured Investment Management
New York
$61.5M +$57.9M +728,998 +5,464%
TA
63
Teachers Advisors
New York
$61.4M -$5.22M -65,711 -8%
PPA
64
Parametric Portfolio Associates
Washington
$56.5M +$2.05M +25,763 +4%
KFC
65
Klingenstein Fields & Co
New York
$55M -$716K -9,005 -1%
BPM
66
Bronson Point Management
Connecticut
$53.9M +$4.74M +59,700 +10%
BIM
67
BlackRock Investment Management
Delaware
$52.9M +$602K +7,577 +1%
BCM
68
Brigade Capital Management
New York
$52.8M +$9.88M +124,300 +24%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$51.1M +$295K +3,706 +0.6%
Prudential Financial
70
Prudential Financial
New Jersey
$50.8M +$2.77M +34,875 +6%
CS
71
Credit Suisse
Switzerland
$50.7M -$6.45M -81,195 -12%
Millennium Management
72
Millennium Management
New York
$49.4M +$33.2M +417,966 +234%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$49.2M -$3.57M -44,914 -7%
GC
74
Guggenheim Capital
Illinois
$46.1M +$3.8M +47,815 +9%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$45.5M -$11M -138,966 -20%

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.