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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
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$325K +$3.17K +88 +1%
CG
202
Caprock Group
Idaho
$324K +$315K +8,753 New
IMC
203
Investment Management Corporation
Virginia
$315K +$306K +8,508 New
FRM
204
Fox Run Management
Connecticut
$314K +$305K +8,473 New
CFGS
205
Concourse Financial Group Securities
Alabama
$306K +$50.6K +1,407 +23%
IFG
206
Independent Financial Group
California
$304K +$68.4K +1,901 +30%
Citigroup
207
Citigroup
New York
$299K +$199K +5,532 +218%
ProShare Advisors
208
ProShare Advisors
Maryland
$294K +$15.4K +429 +6%
PIM
209
Plato Investment Management
Australia
$292K +$283K +7,865 New
SCA
210
Snowden Capital Advisors
New York
$288K +$2.02K +56 +0.7%
MSFP
211
Mark Sheptoff Financial Planning
Connecticut
$287K -$11K -305 -4%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$286K +$4.32K +120 +2%
SP
213
Stablepoint Partners
Massachusetts
$274K
AWM
214
Apollon Wealth Management
South Carolina
$272K
Creative Planning
215
Creative Planning
Kansas
$266K -$7.2K -200 -3%
VCM
216
Voleon Capital Management
California
$262K +$255K +7,081 New
Parallax Volatility Advisers
217
Parallax Volatility Advisers
California
$260K -$683K -18,988 -73%
AWE
218
Avidian Wealth Enterprises
Texas
$254K -$81.2K -2,256 -25%
NA
219
Navellier & Associates
Nevada
$251K +$244K +6,780 New
GVAG
220
Great Valley Advisor Group
Delaware
$250K +$36.2K +1,006 +18%
GGA
221
Granite Group Advisors
Connecticut
$249K -$13.5K -375 -5%
FWIA
222
Fort Washington Investment Advisors
Ohio
$233K
SSA
223
South Street Advisors
New York
$231K +$16.2K +450 +8%
PCH
224
PGIM Custom Harvest
New Jersey
$222K
PDIP
225
Palo Duro Investment Partners
Illinois
$220K +$214K +5,935 New

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.