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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.12B -$319M -5,897,506 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B +$36.7M +678,655 +2%
Dodge & Cox
3
Dodge & Cox
California
$725M +$380M +7,018,986 +48%
BlackRock
4
BlackRock
New York
$625M +$1.41M +26,103 +0.1%
State Street
5
State Street
Massachusetts
$491M +$67.5M +1,247,329 +9%
Capital International Investors
6
Capital International Investors
California
$343M +$458M +8,460,554 +457%
Primecap Management
7
Primecap Management
California
$311M +$63.7M +1,177,640 +14%
UBS AM
8
UBS AM
Illinois
$293M +$108M +2,002,575 +29%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$277M -$62.8M -1,161,192 -12%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$264M +$69.8M +1,290,970 +19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$206M +$43M +794,805 +15%
Invesco
12
Invesco
Georgia
$196M +$10.1M +187,360 +3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$163M -$78.5M -1,451,445 -23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$136M +$4.53M +83,752 +2%
DZ Bank
15
DZ Bank
Germany
$128M +$42.7M +789,666 +26%
Northern Trust
16
Northern Trust
Illinois
$115M -$347K -6,415 -0.2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$105M -$118M -2,178,720 -41%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$88.7M +$1.41M +26,140 +1%
Fisher Asset Management
19
Fisher Asset Management
Washington
$84.8M +$5.05M +93,423 +4%
Capital World Investors
20
Capital World Investors
California
$75M +$122M +2,251,735 New
Norges Bank
21
Norges Bank
Norway
$73.6M -$17.6M -326,099 -13%
PC
22
Packer & Co
Australia
$69.8M
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$68.9M +$28.9M +533,911 +35%
Goldman Sachs
24
Goldman Sachs
New York
$66.6M -$20.9M -385,748 -16%
Legal & General Group
25
Legal & General Group
United Kingdom
$66.5M +$3.41M +62,935 +3%

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.