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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
Vanguard Group
26
Vanguard Group
Pennsylvania
$24.6M +$26.3K +731 +0.1%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$24.3M +$8M +222,358 +54%
ZP
28
Zimmer Partners
New York
$23.4M +$22.8M +632,316 New
ICA
29
Infrastructure Capital Advisors
New York
$22.6M -$166K -4,625 -0.8%
First Trust Advisors
30
First Trust Advisors
Illinois
$22.5M +$1.11M +30,871 +5%
Jennison Associates
31
Jennison Associates
New York
$21.8M +$5.44M +151,220 +35%
HHAM
32
HITE Hedge Asset Management
Massachusetts
$19.6M +$6.51M +180,908 +52%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$19M -$940K -26,131 -5%
Barclays
34
Barclays
United Kingdom
$18M +$5.17M +143,566 +42%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$15.2M -$644K -17,907 -4%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.9M +$858K +23,844 +6%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$14.7M +$3.04M +84,461 +27%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$14.5M +$6.56M +182,454 +87%
CI
39
Cooper Investors
Australia
$13.7M -$60.8K -1,690 -0.5%
State Street
40
State Street
Massachusetts
$13.2M +$1.2M +33,250 +10%
Raymond James Financial
41
Raymond James Financial
Florida
$13M +$12.6M +350,410 New
GCM
42
Ghisallo Capital Management
Massachusetts
$13M -$12.6M -350,000 -50%
LIM
43
Longfellow Investment Management
Massachusetts
$12.8M
ACG
44
Aventail Capital Group
New York
$11.1M -$9M -250,000 -45%
JP Morgan Chase
45
JP Morgan Chase
New York
$10.9M +$4.07M +113,080 +62%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$10.8M -$12.4M -345,522 -54%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$10.7M +$944K +26,244 +10%
Wells Fargo
48
Wells Fargo
California
$10.6M -$770K -21,405 -7%
YCM
49
Yaupon Capital Management
New York
$10.5M -$34.8M -967,796 -77%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$10.1M +$4.83M +134,171 +98%

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.