Hess
HES was delisted on the 17th of July, 2025.
570 hedge funds and large institutions have $16.9B invested in Hess in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 229 reducing their positions, and 50 closing their positions.
60% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 50
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
18% more capital invested
Capital invested by funds: $14.4B → $16.9B (+$2.59B)
4% more funds holding
Funds holding: 548 → 570 (+22)
1.41% more ownership
Funds ownership: 84.61% → 86.03% (+1.4%)
20% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 229
39% less call options, than puts
Call options by funds: $365M | Put options by funds: $603M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$184M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$171M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$126M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$93.7M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$230M |
| 2 |
Bank of New York Mellon
New York
|
-$140M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$104M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$51.7M |
HES Hedge Fund Activity: Q4 2016 in Review
570 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2016, worth a combined $16.9B — up 18% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new HES positions and 50 closed out — a net gain of 30 holders — while 183 added to existing stakes and 229 trimmed.
The largest buyer was Carmignac Gestion, opening a new position worth an estimated $184M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $230M.
- 570 institutional investors held Hess (HES) as of Q4 2016, up from 548 in Q3 2016.
- Funds reported $16.9B of Hess stock for Q4 2016, up 18% quarter-over-quarter.
- 80 funds opened new Hess positions in Q4 2016 and 50 closed out, a net change of +30 holders.
- The largest Hess buyer in Q4 2016 was Carmignac Gestion, an estimated $184M added.
- The largest Hess seller in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2016.