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HES

Hess

Delisted

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 81 funds opening new positions, 183 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 50

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more capital invested

Capital invested by funds: $14.2B → $16.9B (+$2.77B)

4% more funds holding

Funds holding: 546570 (+24)

1.41% more ownership

Funds ownership: 84.61%86.02% (+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

Holders
570
Holders Change
+24
Holders Change %
+4.4%
% of All Funds
14.25%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
81
Increased
183
Reduced
229
Closed
50
Calls
$365M
Puts
$603M
Net Calls
-$238M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.19B +$171M +3,121,847 +19%
EM
2
Elliott Management
New York
$1.17B
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.13B +$16.3M +298,149 +2%
State Street
4
State Street
Massachusetts
$1.08B +$10M +183,054 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$956M -$16.9M -309,891 -2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$493M -$104M -1,907,681 -19%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$476M -$230M -4,215,714 -36%
BIT
8
BlackRock Institutional Trust
California
$474M +$10.4M +190,335 +3%
BA
9
BlackRock Advisors
Delaware
$382M +$21.1M +386,631 +7%
Capital World Investors
10
Capital World Investors
California
$376M +$93.7M +1,713,508 +40%
Invesco
11
Invesco
Georgia
$348M +$26.6M +486,356 +10%
BFA
12
BlackRock Fund Advisors
California
$344M +$20.5M +374,285 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$262M -$69.4M -1,270,273 -23%
Artisan Partners
14
Artisan Partners
Wisconsin
$250M -$4.43M -81,110 -2%
BG
15
BlackRock Group
United Kingdom
$238M +$12.2M +222,553 +6%
AIM
16
abrdn Investment Management
United Kingdom
$230M +$84.2M +1,541,404 +72%
CG
17
Carmignac Gestion
France
$210M +$184M +3,367,894 New
Bank of America
18
Bank of America
North Carolina
$204M -$1.02M -18,595 -0.6%
Northern Trust
19
Northern Trust
Illinois
$197M -$3.07M -56,248 -2%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$193M -$2.31M -42,292 -1%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$182M +$14.5M +264,924 +10%
Ameriprise
22
Ameriprise
Minnesota
$171M -$16.3M -298,348 -10%
Norges Bank
23
Norges Bank
Norway
$171M +$4.36M +79,734 +3%
BIM
24
BlackRock Investment Management
Delaware
$163M +$9.27M +169,571 +7%
Wells Fargo
25
Wells Fargo
California
$161M +$8.92M +163,116 +7%

HES Hedge Fund Activity: Q4 2016 in Review

570 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q4 2016, worth a combined $16.9B — up 19% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HES positions and 50 closed out — a net gain of 31 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 546 in Q3 2016.
  • Funds reported $16.9B of Hess stock for Q4 2016, up 19% quarter-over-quarter.
  • 81 funds opened new Hess positions in Q4 2016 and 50 closed out, a net change of +31 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.