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HES

Hess

Delisted

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

496 hedge funds and large institutions have $18.2B invested in Hess in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 144 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

36% more capital invested

Capital invested by funds: $13.4B → $18.2B (+$4.8B)

4% more funds holding

Funds holding: 478496 (+18)

1.57% more ownership

Funds ownership: 82.17%83.74% (+1.6%)

17% less call options, than puts

Call options by funds: $193M | Put options by funds: $234M

24% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 190

Holders
496
Holders Change
+18
Holders Change %
+3.77%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
70
Increased
144
Reduced
190
Closed
50
Calls
$193M
Puts
$234M
Net Calls
-$40.2M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$40.7M -$2.26M -35,285 -6%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$39.5M +$35.7M +558,926 New
AIM
53
Artemis Investment Management
United Kingdom
$39.2M -$34.6M -540,477 -49%
Macquarie Group
54
Macquarie Group
Australia
$37.7M -$544K -8,500 -2%
IAM
55
Impala Asset Management
Florida
$35.5M +$22.5M +352,140 +235%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$33.9M -$60.1K -940 -0.2%
Federated Hermes
57
Federated Hermes
Pennsylvania
$31.6M -$441K -6,898 -2%
Fayez Sarofim & Co
58
Fayez Sarofim & Co
Texas
$31.3M +$1.89M +29,500 +7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$31.1M -$2.24M -35,000 -7%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$30.8M -$1.88M -29,360 -6%
EVM
61
Eaton Vance Management
Massachusetts
$28.2M +$78.4K +1,226 +0.3%
FMI
62
Factory Mutual Insurance
Massachusetts
$27.9M -$529K -8,271 -2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$27.9M -$1.01M -15,790 -4%
National Pension Service
64
National Pension Service
South Korea
$27.6M -$1.68M -26,266 -6%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$26.7M +$23.4M +365,223 +2,931%
AllianceBernstein
66
AllianceBernstein
Tennessee
$26.6M -$448K -7,008 -2%
EDRH
67
Edmond de Rothschild Holding
Switzerland
$25.8M +$10.5M +163,447 +81%
LCS
68
Levin Capital Strategies
New York
$24.2M -$556K -8,701 -2%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.5M -$845K -13,215 -4%
Principal Financial Group
70
Principal Financial Group
Iowa
$23.5M -$1.65M -25,808 -7%
Barclays
71
Barclays
United Kingdom
$23.2M +$3.84M +60,115 +23%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$22.6M -$742K -11,605 -3%
SG Americas Securities
73
SG Americas Securities
New York
$21.8M +$11.9M +185,391 +151%
Jennison Associates
74
Jennison Associates
New York
$21.8M +$2.08M +32,567 +12%
SDIC
75
South Dakota Investment Council
South Dakota
$21.7M +$178K +2,784 +0.9%

HES Hedge Fund Activity: Q1 2021 in Review

496 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2021, worth a combined $18.2B — up 36% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HES positions and 50 closed out — a net gain of 20 holders — while 144 added to existing stakes and 190 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $331M. The largest seller was Dodge & Cox, cutting an estimated $275M.

  • 496 institutional investors held Hess (HES) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $18.2B of Hess stock for Q1 2021, up 36% quarter-over-quarter.
  • 70 funds opened new Hess positions in Q1 2021 and 50 closed out, a net change of +20 holders.
  • The largest Hess buyer in Q1 2021 was Fidelity Investments, an estimated $331M added.
  • The largest Hess seller in Q1 2021 was Dodge & Cox, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2021.