Y-Intercept (HK)’s Hess Midstream HESM Stock Holding History

Y-Intercept (HK)’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
2026 Q3	–	Sell	-77,286	Closed	-$2.91M	–	1780
2026 Q2	$2.91M	Sell	77,286 -30,972	-29%	-$1.19M	0.06%	492
2026 Q1	$4.21M	Buy	+108,258	New	+$4.01M	0.08%	393
2025 Q4	–	Sell	-129,799	Closed	-$4.48M	–	1722
2025 Q3	$4.48M	Buy	129,799 +105,200	+428%	+$4.17M	0.11%	238
2025 Q2	$947K	Buy	24,599 +13,170	+115%	+$502K	0.02%	964
2025 Q1	$483K	Sell	11,429 -23,362	-67%	-$953K	0.03%	709
2024 Q4	$1.29M	Buy	34,791 +18,615	+115%	+$670K	0.09%	333
2024 Q3	$571K	Sell	16,176 -23,120	-59%	-$848K	0.03%	721
2024 Q2	$1.43M	Buy	+39,296	New	+$1.39M	0.08%	354
2023 Q3	–	Sell	-9,068	Closed	-$278K	–	1259
2023 Q2	$278K	Buy	+9,068	New	+$262K	0.03%	799

Other funds holding HESM

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Westover Capital Advisors Wilmington, Delaware $616M AUM 25.38% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK)'s HESM Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Hess Midstream (HESM) in Q3 2026, closing a stake of 77,286 shares — an estimated $2.91M sold.

Y-Intercept (HK) first reported a position in HESM in Q2 2023 and held it in 9 quarters. The position peaked at $4.48M in Q3 2025. 44 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

Y-Intercept (HK) reported no remaining Hess Midstream position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 77,286 Hess Midstream shares in Q3 2026, an estimated $2.91M.
Y-Intercept (HK) first reported a position in Hess Midstream in Q2 2023 and held it in 9 quarters.
Y-Intercept (HK)'s Hess Midstream position peaked at $4.48M in Q3 2025.
44 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.