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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
SFI
76
Susquehanna Fundamental Investments
Pennsylvania
$4.53M +$4.4M +122,414 New
QT
77
Quantbot Technologies
New York
$4.5M -$303K -8,432 -6%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$4.45M +$123K +3,412 +3%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$4.32M +$1.37M +38,182 +49%
ETC
80
Exchange Traded Concepts
Oklahoma
$4.27M -$247K -6,866 -6%
IG
81
ING Group
Netherlands
$4.04M +$3.92M +109,000 New
Legal & General Group
82
Legal & General Group
United Kingdom
$3.94M +$286K +7,952 +8%
HM
83
Heronetta Management
New York
$3.87M
SI
84
Stephens Inc
Arkansas
$3.82M +$392K +10,888 +12%
CCM
85
Cinctive Capital Management
New York
$3.67M +$3.57M +99,111 New
CG
86
Castellan Group
Kentucky
$3.63M -$309K -8,589 -8%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$3.61M +$3.5M +97,400 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$3.6M +$441K +12,270 +14%
Osaic Holdings
89
Osaic Holdings
Arizona
$3.53M +$762K +21,177 +29%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$3.4M +$18.2K +507 +0.6%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$3.32M +$353K +9,808 +12%
MSRPS
92
Maryland State Retirement & Pension System
Maryland
$3.19M
Northern Trust
93
Northern Trust
Illinois
$3.17M +$466K +12,939 +18%
PH
94
Pinnacle Holdings
Oklahoma
$3.14M -$68.4K -1,901 -2%
WCA
95
Westover Capital Advisors
Delaware
$3.06M +$133K +3,695 +5%
MML Investors Services
96
MML Investors Services
Massachusetts
$3.02M +$186K +5,183 +7%
EF
97
Empowered Funds
Pennsylvania
$3.01M +$323K +8,972 +12%
GCM
98
Graham Capital Management
Connecticut
$2.93M +$932K +25,894 +49%
NRD
99
Nebula Research & Development
New York
$2.74M +$211K +5,878 +9%
AAM
100
Advisors Asset Management
Colorado
$2.69M +$170K +4,728 +7%

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.