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Hess Midstream

71 hedge funds and large institutions have $213M invested in Hess Midstream in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $914K | Put options by funds: $564K

27% more capital invested

Capital invested by funds: $169M → $213M (+$44.8M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

2.3% less ownership

Funds ownership: 62.71%60.41% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
27
Closed
10
Calls
$914K
Puts
$564K
Net Calls
+$350K
Net Calls Change
+$608K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$52.7M +$1.22M +67,615 +3%
TCA
2
Tortoise Capital Advisors
Kansas
$13.3M -$3.16M -174,400 -20%
NIM
3
NXG Investment Management
Texas
$13.2M +$6.2M +342,659 +103%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.9M +$1.91M +105,529 +21%
Allianz Asset Management
5
Allianz Asset Management
Germany
$10.9M +$679K +37,492 +7%
BC
6
Brookfield Corp
Ontario, Canada
$10.3M -$768K -42,400 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$8.61M +$233K +12,884 +3%
UBS Group
8
UBS Group
Switzerland
$8.27M -$1.35M -74,646 -15%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$8.06M +$893K +49,330 +14%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$7.31M
Goldman Sachs
11
Goldman Sachs
New York
$5.71M -$831K -45,870 -14%
NC
12
NBW Capital
Massachusetts
$5.65M -$366K -20,231 -7%
Morgan Stanley
13
Morgan Stanley
New York
$5.34M -$2.08M -115,099 -30%
SOAMC
14
Spirit of America Management Corp
New York
$4.26M
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.06M +$96K +5,300 +4%
FP
16
Foundry Partners
Minnesota
$3.04M +$19K +1,050 +0.7%
GCM
17
GoodHaven Capital Management
New Jersey
$2.85M -$4.53K -250 -0.2%
Cohen & Steers
18
Cohen & Steers
New York
$2.8M -$925K -51,110 -26%
HM
19
Heronetta Management
New York
$2.63M
Blackstone Inc
20
Blackstone Inc
New York
$2.4M -$165K -9,108 -7%
Millennium Management
21
Millennium Management
New York
$2.23M -$605K -33,435 -23%
SCA
22
Salient Capital Advisors
Texas
$2.23M -$1.08M -59,796 -34%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.18M -$1.26M -69,742 -39%
Vanguard Group
24
Vanguard Group
Pennsylvania
$2.01M +$224K +12,369 +14%
Wells Fargo
25
Wells Fargo
California
$1.71M -$112K -6,205 -7%

HESM Hedge Fund Activity: Q4 2020 in Review

71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hess Midstream (HESM) for Q4 2020, worth a combined $213M — up 27% from $169M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HESM positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was NXG Investment Management, adding an estimated $6.2M. The largest seller was Tortoise Capital Advisors, cutting an estimated $3.16M.

  • 71 institutional investors held Hess Midstream (HESM) as of Q4 2020, up from 69 in Q3 2020.
  • Funds reported $213M of Hess Midstream stock for Q4 2020, up 27% quarter-over-quarter.
  • 12 funds opened new Hess Midstream positions in Q4 2020 and 10 closed out, a net change of +2 holders.
  • The largest Hess Midstream buyer in Q4 2020 was NXG Investment Management, an estimated $6.2M added.
  • The largest Hess Midstream seller in Q4 2020 was Tortoise Capital Advisors, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2020.