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Otter Creek Advisors’s Hess Midstream HESM Stock Holding History

Otter Creek Advisors’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-140,090
Closed -$1.42M – 48
2020
Q1 		$1.42M Buy
+140,090
New +$2.64M 1.54% 28

Other funds holding HESM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Otter Creek Advisors's HESM Position: Q2 2020 in Review

Otter Creek Advisors sold out of Hess Midstream (HESM) in Q2 2020, closing a stake of 140,090 shares — an estimated $1.42M sold.

Otter Creek Advisors first reported a position in HESM in Q1 2020 and held it in 1 quarter. The position peaked at $1.42M in Q1 2020. 68 funds tracked by Wall St. Rank hold HESM as of Q2 2020.

  • Otter Creek Advisors reported no remaining Hess Midstream position as of Q2 2020 after selling out during the quarter.
  • Otter Creek Advisors sold 140,090 Hess Midstream shares in Q2 2020, an estimated $1.42M.
  • Otter Creek Advisors first reported a position in Hess Midstream in Q1 2020 and held it in 1 quarter.
  • Otter Creek Advisors's Hess Midstream position peaked at $1.42M in Q1 2020.
  • 68 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2020.

Based on Otter Creek Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.