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HES

Hess

Delisted

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

560 hedge funds and large institutions have $18.7B invested in Hess in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

4% more funds holding

Funds holding: 539560 (+21)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$743M)

0.09% more ownership

Funds ownership: 87.24%87.34% (+0.09%)

13% less call options, than puts

Call options by funds: $354M | Put options by funds: $408M

22% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 218

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
560
Holders Change
+21
Holders Change %
+3.9%
% of All Funds
12.8%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
72
Increased
169
Reduced
218
Closed
44
Calls
$354M
Puts
$408M
Net Calls
-$54.3M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$14.9M -226,055 -0.8%
BlackRock
2
BlackRock
New York
$1.68B -$70M -1,062,035 -4%
EM
3
Elliott Management
New York
$1.57B
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.28B -$188M -2,857,449 -14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.21B +$217M +3,290,945 +24%
State Street
6
State Street
Massachusetts
$958M -$17.2M -261,216 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$958M -$60.4M -915,695 -6%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$634M +$466K +7,070 +0.1%
Invesco
9
Invesco
Georgia
$440M -$6.93M -105,124 -2%
UBS AM
10
UBS AM
Illinois
$404M +$21.8M +330,853 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$330M +$39M +592,131 +15%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$306M +$2.91M +44,143 +1%
CS
13
Credit Suisse
Switzerland
$282M +$43.8M +665,115 +20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$223M +$6.14M +93,195 +3%
Artisan Partners
15
Artisan Partners
Wisconsin
$215M -$81.8M -1,240,560 -29%
Northern Trust
16
Northern Trust
Illinois
$211M -$6.86M -104,081 -3%
Bank of America
17
Bank of America
North Carolina
$210M -$10.8M -164,182 -5%
Wells Fargo
18
Wells Fargo
California
$204M -$2.47M -37,395 -1%
Norges Bank
19
Norges Bank
Norway
$187M +$7.08M +107,370 +4%
IAM
20
Impala Asset Management
Florida
$183M +$12.9M +196,125 +8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$173M -$417K -6,333 -0.3%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$159M +$13.9M +211,384 +11%
LCS
23
Levin Capital Strategies
New York
$151M -$10.6M -160,991 -7%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$126M +$4.33M +65,610 +4%
Millennium Management
25
Millennium Management
New York
$115M -$22.7M -343,798 -18%

HES Hedge Fund Activity: Q3 2018 in Review

560 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2018, worth a combined $18.7B — up 4.1% from $18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $188M.

  • 560 institutional investors held Hess (HES) as of Q3 2018, up from 539 in Q2 2018.
  • Funds reported $18.7B of Hess stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2018 and 44 closed out, a net change of +28 holders.
  • The largest Hess buyer in Q3 2018 was Fidelity Investments, an estimated $217M added.
  • The largest Hess seller in Q3 2018 was T. Rowe Price Associates, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2018.