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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
KNW
151
Kesler Norman & Wride
Utah
$848K +$303K +8,412 +58%
ACP
152
Argyle Capital Partners
California
$815K +$792K +22,018 New
Two Sigma Advisers
153
Two Sigma Advisers
New York
$815K -$489K -13,600 -38%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$797K
AFG
155
American Financial Group
Ohio
$796K
JF
156
Jump Financial
Illinois
$774K -$2.82M -78,453 -79%
DPIM
157
Duff & Phelps Investment Management
Illinois
$756K
GC
158
Guggenheim Capital
Illinois
$756K +$48.3K +1,343 +7%
FCM
159
Fieldview Capital Management
Michigan
$705K +$685K +19,051 New
RAM
160
Resona Asset Management
Japan
$690K +$153K +4,256 +30%
AW
161
Apricus Wealth
South Carolina
$685K +$8.99K +250 +1%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$684K -$323K -8,973 -33%
PTC
163
Petrus Trust Company
Texas
$681K +$217K +6,041 +49%
WI
164
WBI Investments
New Jersey
$678K +$16K +446 +2%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$659K -$73.9K -2,053 -10%
XT
166
XTX Topco
Cayman Islands
$622K +$604K +16,791 New
ECM
167
Evergreen Capital Management
Washington
$621K +$603K +16,760 New
VWM
168
Venturi Wealth Management
Texas
$611K +$53K +1,472 +10%
QC
169
Quantessence Capital
New York
$607K +$589K +16,380 New
TRCT
170
Tower Research Capital (TRC)
New York
$573K +$339K +9,435 +156%
CCA
171
Corps Capital Advisors
Texas
$555K +$540K +15,000 New
Lazard Asset Management
172
Lazard Asset Management
New York
$555K +$48.8K +1,355 +10%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$525K +$510K +14,161 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$517K +$36.8K +1,024 +8%
LF
175
Lee Financial
Texas
$495K

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.