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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
NWM
251
Nova Wealth Management
Florida
$19.4K +$18.9K +525 New
RS
252
R Squared
Hong Kong
$19.3K +$18.7K +520 New
DWM
253
Darwin Wealth Management
Florida
$16.6K +$288 +8 +2%
SWM
254
Spire Wealth Management
Virginia
$14.2K +$288 +8 +2%
QCG
255
Quadrant Capital Group
Ohio
$12.1K
PFA
256
Pathway Financial Advisers
Indiana
$11.1K
CA
257
CoreCap Advisors
Michigan
$11.1K +$10.8K +300 New
GI
258
GAMMA Investing
California
$8.74K -$4.1K -114 -33%
MG
259
Mather Group
Illinois
$7.89K
AF
260
Allworth Financial
California
$6.02K +$108 +3 +2%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$5.55K +$5.4K +150 New
PS
262
Principal Securities
Iowa
$4.63K
FFA
263
Farther Finance Advisors
California
$4.15K
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$3.7K +$3.6K +100 New
CAS
265
Coppell Advisory Solutions
Texas
$3.7K
AW
266
Avion Wealth
Texas
$3K
OLVIG
267
Oliver Lagore Vanvalin Investment Group
Michigan
$2.59K +$36 +1 +1%
EBA
268
Eagle Bay Advisors
New York
$2.56K -$864 -24 -26%
NS
269
NBC Securities
Alabama
$970 -$867K -24,108 -100%
BIA
270
Bell Investment Advisors
California
$815
SIS
271
Sound Income Strategies
Florida
$741
Marshall Wace
272
Marshall Wace
United Kingdom
-$18.8M -533,554 Closed
SFM
273
Soros Fund Management
New York
-$14.1M -400,000 Closed
HF
274
HRT Financial
New York
-$9.48M -268,831 Closed
Alyeska Investment Group
275
Alyeska Investment Group
Illinois
-$8.64M -244,834 Closed

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.