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Hess Midstream

153 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, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.39M | Put options by funds: $5.21M

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.58% less ownership

Funds ownership: 86.3%85.73% (-0.58%)

4% less capital invested

Capital invested by funds: $1.13B → $1.09B (-$43.6M)

4% less funds holding

Funds holding: 160153 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
153
Holders Change
-7
Holders Change %
-4.38%
% of All Funds
2.44%
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
42
Closed
20
Calls
$9.39M
Puts
$5.21M
Net Calls
+$4.19M
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$61.4K
DFCM
127
Dark Forest Capital Management
Puerto Rico
$53.1K +$53.5K +1,836 New
ASN
128
Advisory Services Network
Georgia
$40.5K
GWM
129
Geneos Wealth Management
Colorado
$40.5K
Citigroup
130
Citigroup
New York
$40.2K -$1.86K -64 -4%
AAS
131
Ameritas Advisory Services
Nebraska
$37.1K +$37.9K +1,300 New
IA
132
IFP Advisors
Florida
$29.2K +$18.8K +644 +93%
PTC
133
Private Trust Company
Ohio
$28.9K
CTC
134
Central Trust Company
Missouri
$27.9K
CAL
135
Capital Advisors Ltd
Ohio
$24K
BAM
136
Belpointe Asset Management
Nevada
$20.6K +$5.65K +194 +37%
Cohen & Steers
137
Cohen & Steers
New York
$19K -$12.3M -422,953 -100%
TAM
138
Tucker Asset Management
Colorado
$16.6K
ST
139
Smithfield Trust
Pennsylvania
$13K
Citadel Advisors
140
Citadel Advisors
Florida
$11.9K -$79.5K -2,731 -87%
GA
141
GoalVest Advisory
New York
$11.7K +$11.7K +403 New
RCM
142
Raleigh Capital Management
North Carolina
$10.9K
WT
143
Whittier Trust
California
$10.1K
UOTTAIMCU
144
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$9.9K +340 New
LF
145
Lee Financial
Texas
$9.7K
SWM
146
Spire Wealth Management
Virginia
$9.69K +$9.76K +335 New
SWA
147
Sutton Wealth Advisors
Florida
$9.59K +$9.64K +331 New
CA
148
Clearstead Advisors
Ohio
$7.61K
FFA
149
Farther Finance Advisors
California
$7.35K -$3.03K -104 -29%
FHA
150
First Horizon Advisors
Tennessee
$4.92K