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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
Bank of America
51
Bank of America
North Carolina
$9.64M +$1.31M +36,315 +16%
CIA
52
Corigliano Investment Advisers
North Carolina
$9.54M +$9.27M +257,503 New
AG
53
Algert Global
California
$9.2M +$4.65M +129,208 +108%
American Century Companies
54
American Century Companies
Missouri
$8.89M +$2.96M +82,284 +52%
TMAM
55
Tokio Marine Asset Management
Japan
$8.79M +$8.54M +237,276 New
FI
56
Fractal Investments
Connecticut
$8.71M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.36M +$6.46M +179,400 +387%
TI
58
Trexquant Investment
Connecticut
$8.3M -$988K -27,467 -11%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.58M +$169K +4,700 +2%
KA
60
Kercheville Advisors
Texas
$7.32M -$27.9K -776 -0.4%
CCA
61
Catalyst Capital Advisors
New York
$7.23M +$36K +1,000 +0.5%
LPL Financial
62
LPL Financial
California
$7.21M +$322K +8,942 +5%
Norges Bank
63
Norges Bank
Norway
$7.07M +$6.87M +190,900 New
UBS AM
64
UBS AM
Illinois
$6.92M -$509K -14,159 -7%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$6.58M -$809K -22,486 -11%
Citadel Advisors
66
Citadel Advisors
Florida
$6.49M -$46.6M -1,295,386 -88%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$6.14M -$15.5M -430,391 -72%
SG Americas Securities
68
SG Americas Securities
New York
$6.12M -$1.34M -37,230 -18%
ECM
69
ExodusPoint Capital Management
New York
$5.9M +$1.94M +53,851 +51%
SOAMC
70
Spirit of America Management Corp
New York
$5.7M -$1.06M -29,500 -16%
SCA
71
Stokes Capital Advisors
South Carolina
$5.51M +$62.1K +1,725 +1%
GCM
72
GoodHaven Capital Management
New Jersey
$5.26M -$144 -4 -0%
FSA
73
Financial Sense Advisors
California
$5.18M +$3.03M +84,085 +151%
JG
74
Jain Global
New York
$4.78M +$4.64M +129,008 New
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$4.56M -$5.17M -143,733 -54%

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.