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Hess Midstream

271 hedge funds and large institutions have $3.55B invested in Hess Midstream in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.66M

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

57% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $3.33B → $3.55B (+$216M)

6% more funds holding

Funds holding: 256271 (+15)

11.32% less ownership

Funds ownership: 103.37%92.05% (-11%)

Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
44
Increased
113
Reduced
72
Closed
26
Calls
$15.1M
Puts
$8.66M
Net Calls
+$6.48M
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
226
Insigneo Advisory Services
Florida
$218K +$212K +5,883 New
SAM
227
Seelaus Asset Management
New Jersey
$215K
AWM
228
Ariadne Wealth Management
California
$206K +$178K +4,946 New
KBC Group
229
KBC Group
Belgium
$187K +$80.7K +2,243 +80%
VEA
230
Virtus ETF Advisers
New York
$184K +$15.5K +432 +10%
Comerica Bank
231
Comerica Bank
Texas
$157K -$63.1K -1,754 -29%
FHA
232
First Horizon Advisors
Tennessee
$142K +$6.55K +182 +5%
CSS
233
Cubist Systematic Strategies
Connecticut
$136K -$8.56M -237,879 -98%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$109K -$1.15K -32 -1%
IA
235
IFP Advisors
Florida
$109K +$26.4K +733 +33%
HNB
236
Huntington National Bank
Ohio
$92.6K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$83.9K -$9.14K -254 -10%
GWM
238
Geneos Wealth Management
Colorado
$77.8K
US Bancorp
239
US Bancorp
Minnesota
$74.4K +$18.4K +510 +34%
TF
240
Tompkins Financial
New York
$74.1K
SPIA
241
Steward Partners Investment Advisory
New York
$49.2K +$20.8K +579 +77%
CTC
242
Central Trust Company
Missouri
$40.2K -$1.29K -36 -3%
Cohen & Steers
243
Cohen & Steers
New York
$30K -$10M -278,347 -100%
CAL
244
Capital Advisors Ltd
Ohio
$30K
TPCW
245
TD Private Client Wealth
New York
$29.3K +$7.27K +202 +34%
HCP
246
Hexagon Capital Partners
Arkansas
$29K -$1.8K -50 -6%
MCM
247
MAI Capital Management
Ohio
$25.6K +$24.8K +690 New
TAM
248
Tucker Asset Management
Colorado
$21.3K
BBHC
249
Brown Brothers Harriman & Co
New York
$20.7K -$101K -2,808 -83%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$20.5K +$19.9K +553 New

HESM Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hess Midstream (HESM) for Q4 2024, worth a combined $3.55B — up 6.5% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HESM positions and 26 closed out — a net gain of 18 holders — while 113 added to existing stakes and 72 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $46.6M.

  • 271 institutional investors held Hess Midstream (HESM) as of Q4 2024, up from 256 in Q3 2024.
  • Funds reported $3.55B of Hess Midstream stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 44 funds opened new Hess Midstream positions in Q4 2024 and 26 closed out, a net change of +18 holders.
  • The largest Hess Midstream buyer in Q4 2024 was ALPS Advisors, an estimated $133M added.
  • The largest Hess Midstream seller in Q4 2024 was Citadel Advisors, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2024.