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HES

Hess

Delisted

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

473 hedge funds and large institutions have $9.03B invested in Hess in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 196 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.3% more ownership

Funds ownership: 85.59%88.89% (+3.3%)

15% less funds holding

Funds holding: 559473 (-86)

19% less call options, than puts

Call options by funds: $132M | Put options by funds: $164M

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 196

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

48% less capital invested

Capital invested by funds: $17.4B → $9.03B (-$8.37B)

63% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 129

Holders
473
Holders Change
-86
Holders Change %
-15.38%
% of All Funds
10.42%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
48
Increased
151
Reduced
196
Closed
129
Calls
$132M
Puts
$164M
Net Calls
-$31.9M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$11M +$9.96M +184,000 +125%
UBS Group
77
UBS Group
Switzerland
$10.6M +$4.79M +88,562 +39%
Calamos Advisors
78
Calamos Advisors
Illinois
$9.8M -$7.64M -141,121 -32%
NIMC
79
NWQ Investment Management Company
California
$9.6M -$220K -4,060 -1%
SDIC
80
South Dakota Investment Council
South Dakota
$9.29M -$645K -11,925 -4%
GF
81
Gabelli Funds
New York
$9M -$352K -6,500 -2%
Victory Capital Management
82
Victory Capital Management
Texas
$8.77M +$7.16M +132,329 +101%
SO
83
STRS Ohio
Ohio
$8.7M -$691K -12,772 -5%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$8.68M +$3.05M +56,337 +28%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$8.6M -$2.86M -52,948 -17%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$8.52M +$5.04M +93,121 +56%
CIP
87
Chartwell Investment Partners
Pennsylvania
$8.41M +$1.68M +31,025 +14%
Prudential Financial
88
Prudential Financial
New Jersey
$8.16M +$2.6K +48 +0%
ERSOT
89
Employees Retirement System of Texas
Texas
$7.81M -$2M -37,024 -14%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$7.16M -$86.7K -1,602 -0.7%
EDRH
91
Edmond de Rothschild Holding
Switzerland
$6.97M +$10.6M +195,047 +1,360%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$6.73M
EVM
93
Eaton Vance Management
Massachusetts
$6.6M -$11.6K -214 -0.1%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$6.5M +$3.03M +55,939 +40%
Franklin Resources
95
Franklin Resources
California
$5.95M +$2.78M +51,329 +40%
WMSA
96
Weiss Multi-Strategy Advisers
New York
$5.93M +$9.64M +178,121 New
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$5.89M +$365K +6,738 +4%
AG
98
Aperio Group
California
$5.82M -$214K -3,951 -2%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$5.6M +$2.52M +46,625 +38%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$5.54M -$18.9M -349,527 -68%

HES Hedge Fund Activity: Q1 2020 in Review

473 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2020, worth a combined $9.03B — down 48% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of HES and 48 opened new positions — a net loss of 81 holders — while 196 trimmed existing stakes and 151 added.

The largest buyer was Capital International Investors, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $319M.

  • 473 institutional investors held Hess (HES) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $9.03B of Hess stock for Q1 2020, down 48% quarter-over-quarter.
  • 48 funds opened new Hess positions in Q1 2020 and 129 closed out, a net change of -81 holders.
  • The largest Hess buyer in Q1 2020 was Capital International Investors, an estimated $458M added.
  • The largest Hess seller in Q1 2020 was Fidelity Investments, an estimated $319M sold.

Based on aggregated 13F filings for Q1 2020.