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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
BCM
901
Bornite Capital Management
New York
-$765K -5,000 Closed
SM
902
Southport Management
Wyoming
-$765K -5,000 Closed
DT
903
Diversified Trust
Tennessee
-$713K -4,660 Closed
OTL
904
Oak Thistle LLC
New York
-$668K -4,367 Closed
O
905
Ossiam
France
-$616K -4,023 Closed
FMAEN1
906
Fund Management at Engine No 1
California
-$604K -3,950 Closed
SM
907
Sciencast Management
New Jersey
-$589K -3,850 Closed
FA
908
FDx Advisors
Illinois
-$506K -3,307 Closed
CWP
909
Capital Wealth Planning
Florida
-$493K -3,225 Closed
TSS
910
Two Sigma Securities
New York
-$454K -3,098 Closed
SF
911
Synovus Financial
Georgia
-$434K -2,834 Closed
FC
912
FORA Capital
Florida
-$432K -2,824 Closed
EGM
913
Engineers Gate Manager
New York
-$422K -2,759 Closed
MNBTD
914
Moody National Bank Trust Division
Texas
-$413K -2,699 Closed
MM
915
MQS Management
New York
-$358K -2,343 Closed
ACG
916
Aventail Capital Group
New York
-$346K -2,262 Closed
MC
917
Machina Capital
France
-$327K -2,140 Closed
PCM
918
Penn Capital Management
Pennsylvania
-$325K -2,127 Closed
BC
919
Bridgefront Capital
Texas
-$324K -2,119 Closed
MHC
920
Meyer Handelman Company
New York
-$321K -2,100 Closed
AWM
921
Apollon Wealth Management
South Carolina
-$307K -2,006 Closed
MLM
922
Mount Lucas Management
Pennsylvania
-$284K -1,853 Closed
TCOO
923
Trust Company of Oklahoma
Oklahoma
-$275K -1,800 Closed
BRWA
924
B. Riley Wealth Advisors
Florida
-$275K -1,795 Closed
CFG
925
Citizens Financial Group
Rhode Island
-$264K -1,723 Closed

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.