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Hess Midstream
HESM

Overview Fund Activity

152 hedge funds and large institutions have $1.09B invested in Hess Midstream in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-7
Holders Change %
-4.4%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
57
Reduced
41
Closed
20
Calls
$9.39M
Puts
$5.21M
Net Calls
+$4.19M
Net Calls Change
-$362K

Top Buyers

1
Invesco
1
Invesco
Georgia
$76M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$58.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$68M
4
EIP
4
Energy Income Partners
Connecticut
$103M
5
BC
5
Brookfield Corp
Ontario, Canada
$12.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$26.9M
2
Cohen & Steers
2
Cohen & Steers
New York
$19K
3
Blackstone Inc
3
Blackstone Inc
New York
$0
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.37M
5
NIM
5
NXG Investment Management
Texas
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$53.1K +$53.1K +1,836 New
ASN
127
Advisory Services Network
Georgia
$40.5K – – –
GWM
128
Geneos Wealth Management
Colorado
$40.5K – – –
Citigroup
129
Citigroup
New York
$40.2K -$1.85K -64 -4%
AAS
130
Ameritas Advisory Services
Nebraska
$37.1K +$37.1K +1,300 New
IA
131
IFP Advisors
Florida
$29.2K +$14K +644 +93%
PTC
132
Private Trust Company
Ohio
$28.9K – – –
CTC
133
Central Trust Company
Missouri
$27.9K – – –
CAL
134
Capital Advisors Ltd
Ohio
$24K – – –
BAM
135
Belpointe Asset Management
Nevada
$20.6K +$5.62K +194 +37%
Cohen & Steers
136
Cohen & Steers
New York
$19K -$12.5M -422,953 -100%
TAM
137
Tucker Asset Management
Colorado
$16.6K – – –
ST
138
Smithfield Trust
Pennsylvania
$13K – – –
Citadel Advisors
139
Citadel Advisors
Florida
$11.9K -$79K -2,731 -87%
GA
140
GoalVest Advisory
New York
$11.7K +$11.7K +403 New
RCM
141
Raleigh Capital Management
North Carolina
$10.9K – – –
WT
142
Whittier Trust
California
$10.1K – – –
UOTTAIMCU
143
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$10K +340 New
LF
144
Lee Financial
Texas
$9.7K – – –
SWM
145
Spire Wealth Management
Virginia
$9.69K +$9.69K +335 New
SWA
146
Sutton Wealth Advisors
Florida
$9.59K +$9.59K +331 New
CA
147
Clearstead Advisors
Ohio
$7.61K – – –
FFA
148
Farther Finance Advisors
California
$7.35K -$3.01K -104 -29%
FHA
149
First Horizon Advisors
Tennessee
$4.92K – – –
AF
150
Allworth Financial
California
$4.66K +$87 +3 +2%
3 4 5
6
7