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HES

Hess

Delisted

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

831 hedge funds and large institutions have $39B invested in Hess in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 275 increasing their positions, 322 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 3657 (+21)

3% more capital invested

Capital invested by funds: $37.9B → $39B (+$1.1B)

2% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 95

1% less funds holding

Funds holding: 839831 (-8)

2.41% less ownership

Funds ownership: 85.69%83.28% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 322

48% less call options, than puts

Call options by funds: $742M | Put options by funds: $1.42B

Holders
831
Holders Change
-8
Holders Change %
-0.95%
% of All Funds
11.97%
Holding in Top 10
57
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+58.33%
% of All Funds
0.82%
New
97
Increased
275
Reduced
322
Closed
95
Calls
$742M
Puts
$1.42B
Net Calls
-$680M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.9B +$42.7M +294,146 +0.9%
BlackRock
2
BlackRock
New York
$3.46B +$150M +1,031,071 +5%
State Street
3
State Street
Massachusetts
$2.54B -$47.4M -326,683 -2%
Citadel Advisors
4
Citadel Advisors
Florida
$1.43B +$1.28B +8,815,580 +1,686%
HI
5
HBK Investments
Texas
$1.27B -$13.7M -94,529 -1%
Primecap Management
6
Primecap Management
California
$1.18B -$30.9M -212,928 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.17B -$2.6B -17,883,283 -70%
FCM
8
Farallon Capital Management
California
$981M +$502M +3,455,000 +116%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$953M +$25.5M +175,346 +3%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$832M +$163M +1,121,548 +26%
DKCM
11
Davidson Kempner Capital Management
New York
$789M +$459M +3,159,505 +157%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$717M -$8.35M -57,519 -1%
PCM
13
Pentwater Capital Management
Florida
$693M +$95.1M +655,000 +17%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$669M +$515M +3,546,143 +425%
Morgan Stanley
15
Morgan Stanley
New York
$641M -$397M -2,734,467 -39%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$633M -$141M -969,970 -19%
Millennium Management
17
Millennium Management
New York
$580M +$116M +795,908 +26%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$576M -$55.3M -380,725 -9%
Bank of America
19
Bank of America
North Carolina
$459M -$53.9M -371,192 -11%
UOC
20
UBS O'Connor
Illinois
$448M +$90M +619,498 +27%
Northern Trust
21
Northern Trust
Illinois
$409M -$15.1M -104,099 -4%
Invesco
22
Invesco
Georgia
$401M +$352K +2,423 +0.1%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$393M -$189M -1,300,267 -34%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$388M +$193M +1,327,042 +109%
UBS AM
25
UBS AM
Illinois
$324M -$99.4M -684,371 -24%

HES Hedge Fund Activity: Q1 2024 in Review

831 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q1 2024, worth a combined $39B — up 2.9% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HES positions and 95 closed out — a net gain of 2 holders — while 275 added to existing stakes and 322 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.28B. The largest seller was Fidelity Investments, cutting an estimated $2.6B.

  • 831 institutional investors held Hess (HES) as of Q1 2024, down from 839 in Q4 2023.
  • Funds reported $39B of Hess stock for Q1 2024, up 2.9% quarter-over-quarter.
  • 97 funds opened new Hess positions in Q1 2024 and 95 closed out, a net change of +2 holders.
  • The largest Hess buyer in Q1 2024 was Citadel Advisors, an estimated $1.28B added.
  • The largest Hess seller in Q1 2024 was Fidelity Investments, an estimated $2.6B sold.

Based on aggregated 13F filings for Q1 2024.