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Hess Midstream
HESM

213 hedge funds and large institutions have $1.99B invested in Hess Midstream in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

88% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $13.2M

73% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $1.74B → $1.99B (+$248M)

9% more funds holding

Funds holding: 196 → 213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

13.09% less ownership

Funds ownership: 105.16% → 92.07% (-13%)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
88
Reduced
51
Closed
18
Calls
$24.7M
Puts
$13.2M
Net Calls
+$11.5M
Net Calls Change
+$9.51M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$46.9M
2
Morgan Stanley
Morgan Stanley
New York
+$45.9M
3
TCA
Tortoise Capital Advisors
Kansas
+$36.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$27.2M
5
EIP
Epoch Investment Partners
New York
+$24.9M

Top Sellers

1
EIP
Energy Income Partners
Connecticut
-$60.4M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$22.3M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$22M
4
ACG
Aventail Capital Group
New York
-$20M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
151
Empowered Funds
Pennsylvania
$312K +$70.9K +2,318 +31%
CIM
152
Chiron Investment Management
New York
$305K +$295K +9,637 New
NRD
153
Nebula Research & Development
New York
$303K +$294K +9,595 New
AP
154
Americana Partners
Texas
$302K – – –
IA
155
IFP Advisors
Florida
$294K +$195K +6,374 +217%
Allianz Asset Management
156
Allianz Asset Management
Germany
$288K -$19.9M -650,446 -99%
FVCM
157
F&V Capital Management
Florida
$285K – – –
DF
158
Donoghue Forlines
Massachusetts
$284K +$274K +8,967 New
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$283K +$14.8K +484 +6%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$282K +$273K +8,922 New
Corient Private Wealth
161
Corient Private Wealth
Florida
$281K -$6.61K -216 -2%
PIM
162
Plato Investment Management
Australia
$275K +$267K +8,710 New
KFS
163
Kaizen Financial Strategies
California
$270K +$261K +8,525 New
Canada Life
164
Canada Life
Manitoba, Canada
$263K +$58.8K +1,921 +30%
Amundi
165
Amundi
France
$247K – – –
GGA
166
Granite Group Advisors
Connecticut
$239K +$206K +6,731 New
IFG
167
Independent Financial Group
California
$234K -$61.2K -2,000 -21%
AWM
168
Apollon Wealth Management
South Carolina
$230K +$4.19K +137 +2%
NA
169
Navellier & Associates
Nevada
$222K +$215K +7,010 New
KA
170
Kovack Advisors
Florida
$221K – – –
VEA
171
Virtus ETF Advisers
New York
$216K +$3.49K +114 +2%
Stifel Financial
172
Stifel Financial
Missouri
$213K +$206K +6,732 New
WA
173
Wealth Alliance
New York
$207K +$201K +6,559 New
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
$205K -$38.2K -1,247 -16%
Walleye Capital
175
Walleye Capital
New York
$205K -$1.81M -59,104 -90%
5 6
7
8 9

HESM Hedge Fund Activity: Q4 2023 in Review

213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hess Midstream (HESM) for Q4 2023, worth a combined $1.99B — up 14% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HESM positions and 18 closed out — a net gain of 20 holders — while 88 added to existing stakes and 51 trimmed.

The largest buyer was TD Asset Management, adding an estimated $46.9M. The largest seller was Energy Income Partners, cutting an estimated $60.4M.

  • 213 institutional investors held Hess Midstream (HESM) as of Q4 2023, up from 196 in Q3 2023.
  • Funds reported $1.99B of Hess Midstream stock for Q4 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Hess Midstream positions in Q4 2023 and 18 closed out, a net change of +20 holders.
  • The largest Hess Midstream buyer in Q4 2023 was TD Asset Management, an estimated $46.9M added.
  • The largest Hess Midstream seller in Q4 2023 was Energy Income Partners, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2023.