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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B -$56.2M -941,442 -3%
BlackRock
2
BlackRock
New York
$1.64B -$67M -1,120,961 -4%
EM
3
Elliott Management
New York
$1.47B +$31.4M +525,000 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.39B -$348M -5,821,797 -22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$957M -$128M -2,138,373 -13%
State Street
6
State Street
Massachusetts
$913M -$26.1M -436,829 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$910M +$682M +11,424,440 +525%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$592M -$68.1M -1,139,200 -11%
Invesco
9
Invesco
Georgia
$419M +$13.3M +222,001 +4%
UBS AM
10
UBS AM
Illinois
$355M -$446K -7,458 -0.1%
Artisan Partners
11
Artisan Partners
Wisconsin
$284M -$54.9M -919,497 -18%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$283M +$3.02M +50,584 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$269M -$2.43M -40,635 -1%
CS
14
Credit Suisse
Switzerland
$219M +$85.3M +1,427,600 +77%
Bank of America
15
Bank of America
North Carolina
$207M -$89.5M -1,497,534 -33%
Northern Trust
16
Northern Trust
Illinois
$204M +$469K +7,856 +0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$202M +$281K +4,699 +0.2%
Wells Fargo
18
Wells Fargo
California
$193M -$31.8M -532,356 -16%
Norges Bank
19
Norges Bank
Norway
$168M +$12.9M +216,743 +9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$162M +$548K +9,173 +0.4%
IAM
21
Impala Asset Management
Florida
$158M -$6.25M -104,570 -4%
LCS
22
Levin Capital Strategies
New York
$151M -$43.2M -723,930 -24%
Goldman Sachs
23
Goldman Sachs
New York
$137M -$236M -3,950,769 -66%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$134M +$5.21M +87,208 +5%
Millennium Management
25
Millennium Management
New York
$131M -$85.5M -1,431,876 -42%

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.