We are live on ! Find out more
HES

Hess

Delisted

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

539 hedge funds and large institutions have $18B invested in Hess in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 144 increasing their positions, 214 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $14.5B → $18B (+$3.51B)

4% more funds holding

Funds holding: 518539 (+21)

9% less call options, than puts

Call options by funds: $449M | Put options by funds: $491M

3.48% less ownership

Funds ownership: 90.73%87.24% (-3.5%)

33% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 214

Holders
539
Holders Change
+21
Holders Change %
+4.05%
% of All Funds
12.34%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
82
Increased
144
Reduced
214
Closed
57
Calls
$449M
Puts
$491M
Net Calls
-$42.5M
Net Calls Change
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$27M +$8.42K +141 +0%
BCM
77
Barometer Capital Management
Ontario, Canada
$26.9M +$22.5M +376,650 +1,471%
Principal Financial Group
78
Principal Financial Group
Iowa
$26.4M -$478K -8,005 -2%
FIM
79
Foresters Investment Management
New York
$25.7M +$8.29M +138,800 +57%
ACA
80
Anchor Capital Advisors
Massachusetts
$23.7M -$1.74M -29,204 -8%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$20.5M -$1.02M -17,077 -5%
GC
82
Guggenheim Capital
Illinois
$20.4M -$47.3M -792,037 -72%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3M -$1.09M -18,192 -6%
GF
84
Gabelli Funds
New York
$20.2M -$2.13M -35,600 -11%
TAM
85
Telemark Asset Management
Massachusetts
$20.1M +$17.9M +300,000 New
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$20M -$296K -4,959 -2%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$19.9M +$9.48M +158,760 +114%
Prudential Financial
88
Prudential Financial
New Jersey
$19.9M -$22.1K -370 -0.1%
National Pension Service
89
National Pension Service
South Korea
$19.8M -$1.61M -26,960 -8%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$19.2M -$4.68M -78,359 -21%
MG
91
Mitchell Group
Texas
$19M -$5.29M -88,590 -24%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$18.9M -$344K -5,763 -2%
UBS Group
93
UBS Group
Switzerland
$18.7M +$2.4M +40,256 +17%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$18.4M -$2.44M -40,800 -13%
USAA
95
United Services Automobile Association
Texas
$17.5M -$98.8K -1,654 -0.6%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$17.4M -$3.82M -63,940 -20%
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$17.1M +$3.46M +57,870 +29%
H
98
Hexavest
Quebec, Canada
$17M +$15K +251 +0.1%
ARCM
99
Asia Research & Capital Management
Hong Kong
$16.5M +$14.8M +246,976 New
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$16.5M +$13.2M +220,661 +854%

HES Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q2 2018, worth a combined $18B — up 24% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HES positions and 57 closed out — a net gain of 25 holders — while 144 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $682M. The largest seller was T. Rowe Price Associates, cutting an estimated $348M.

  • 539 institutional investors held Hess (HES) as of Q2 2018, up from 518 in Q1 2018.
  • Funds reported $18B of Hess stock for Q2 2018, up 24% quarter-over-quarter.
  • 82 funds opened new Hess positions in Q2 2018 and 57 closed out, a net change of +25 holders.
  • The largest Hess buyer in Q2 2018 was Fidelity Investments, an estimated $682M added.
  • The largest Hess seller in Q2 2018 was T. Rowe Price Associates, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2018.