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HES

Hess

Delisted

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

839 hedge funds and large institutions have $37.9B invested in Hess in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 1936 (+17)

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

7% more funds holding

Funds holding: 783839 (+56)

2.63% more ownership

Funds ownership: 83.06%85.69% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 266

3% less capital invested

Capital invested by funds: $39.1B → $37.9B (-$1.14B)

61% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.58B

Holders
839
Holders Change
+56
Holders Change %
+7.15%
% of All Funds
12.23%
Holding in Top 10
36
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+89.47%
% of All Funds
0.52%
New
181
Increased
263
Reduced
266
Closed
117
Calls
$610M
Puts
$1.58B
Net Calls
-$974M
Net Calls Change
-$929M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$112M +$18.1M +123,551 +19%
KC
52
Kryger Capital
United Kingdom
$110M +$112M +765,974 New
SCM
53
Segantii Capital Management
Hong Kong
$109M +$111M +759,000 New
VNIM
54
Vaughan Nelson Investment Management
Texas
$104M -$42.1M -287,133 -28%
PC
55
Packer & Co
Australia
$102M
ClearBridge Investments
56
ClearBridge Investments
New York
$99.5M +$58.4M +398,089 +136%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$96.9M +$15.8M +107,464 +19%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$96.3M -$925K -6,311 -0.9%
KCM
59
Kornitzer Capital Management
Kansas
$93.2M -$1.35M -9,191 -1%
Hudson Bay Capital Management
60
Hudson Bay Capital Management
Connecticut
$87.9M +$89.4M +610,057 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$87.8M +$24.1M +164,068 +37%
ECP
62
Empyrean Capital Partners
California
$87.5M +$10.3M +70,000 +13%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$85.7M +$33.1M +225,572 +61%
UBS Group
64
UBS Group
Switzerland
$85.6M +$18M +122,628 +26%
Calamos Advisors
65
Calamos Advisors
Illinois
$83.3M +$42.5M +290,245 +101%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$82.7M -$3.24M -22,116 -4%
HA
67
Homestead Advisers
Virginia
$79M +$147K +1,000 +0.2%
CC
68
Carlson Capital
Texas
$79M +$80.4M +548,257 New
MAM
69
Melqart Asset Management
United Kingdom
$78.7M +$80.1M +546,249 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$77.8M -$742K -5,064 -0.9%
WIC
71
Water Island Capital
New York
$76.7M +$78M +532,143 New
Citadel Advisors
72
Citadel Advisors
Florida
$75.4M -$52.4M -357,605 -41%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$75.4M +$67.9M +462,953 +775%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$73.3M -$1.85M -12,613 -2%
MMH
75
Menora Mivtachim Holdings
Israel
$72.1M +$73.3M +500,000 New

HES Hedge Fund Activity: Q4 2023 in Review

839 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2023, worth a combined $37.9B — down 2.9% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new HES positions and 117 closed out — a net gain of 64 holders — while 263 added to existing stakes and 266 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $1.23B. The largest seller was Fidelity Investments, cutting an estimated $1.71B.

  • 839 institutional investors held Hess (HES) as of Q4 2023, up from 783 in Q3 2023.
  • Funds reported $37.9B of Hess stock for Q4 2023, down 2.9% quarter-over-quarter.
  • 181 funds opened new Hess positions in Q4 2023 and 117 closed out, a net change of +64 holders.
  • The largest Hess buyer in Q4 2023 was HBK Investments, an estimated $1.23B added.
  • The largest Hess seller in Q4 2023 was Fidelity Investments, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2023.