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Hess Midstream

152 hedge funds and large institutions have $984M invested in Hess Midstream in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $2.48M

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0.48% more ownership

Funds ownership: 87.19%87.67% (+0.48%)

0% more funds holding

Funds holding: 152152 (0)

8% less capital invested

Capital invested by funds: $1.07B → $984M (-$89.7M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
152
Holders Change
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
56
Reduced
43
Closed
24
Calls
$3.82M
Puts
$2.48M
Net Calls
+$1.34M
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$158M -$39.6M -1,386,806 -18%
EIP
2
Energy Income Partners
Connecticut
$80.9M +$2.56M +89,620 +3%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$73.5M -$1.31M -45,797 -2%
Invesco
4
Invesco
Georgia
$54.2M +$1.87M +65,570 +3%
Goldman Sachs
5
Goldman Sachs
New York
$52.8M +$5.45M +190,611 +10%
TCA
6
Tortoise Capital Advisors
Kansas
$49.7M -$416K -14,560 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$44.1M -$219K -7,679 -0.4%
First Trust Advisors
8
First Trust Advisors
Illinois
$37.9M +$11.5M +401,869 +37%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$37.1M +$1.57M +55,123 +4%
ClearBridge Investments
10
ClearBridge Investments
New York
$33.2M +$2.78M +97,300 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$26M -$2.76M -96,588 -9%
NIM
12
NXG Investment Management
Texas
$24.7M +$1.09M +38,125 +4%
Morgan Stanley
13
Morgan Stanley
New York
$18.2M +$5.99M +209,540 +42%
DPIM
14
Duff & Phelps Investment Management
Illinois
$16.8M +$3.43M +120,070 +22%
UBS Group
15
UBS Group
Switzerland
$16.1M -$3.27M -114,358 -15%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$13.4M +$14.8M +518,968 +6,949%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.3M -$3.84M -134,308 -20%
SCA
18
Salient Capital Advisors
Texas
$12.9M -$3.31M -115,802 -19%
Cohen & Steers
19
Cohen & Steers
New York
$12M -$79.1K -2,767 -0.6%
SSA
20
Schonfeld Strategic Advisors
New York
$11.4M +$2.58M +90,400 +25%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$9.82M -$120K -4,200 -1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$9.59M -$899K -31,471 -8%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.29M -$509K -17,800 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$7.6M +$4.64M +162,357 +120%
Wells Fargo
25
Wells Fargo
California
$7.52M +$1.77M +61,936 +27%

HESM Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hess Midstream (HESM) for Q3 2022, worth a combined $984M — down 8.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HESM positions and 24 closed out — a net gain of 2 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $14.8M. The largest seller was ALPS Advisors, cutting an estimated $39.6M.

  • 152 institutional investors held Hess Midstream (HESM) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $984M of Hess Midstream stock for Q3 2022, down 8.4% quarter-over-quarter.
  • 26 funds opened new Hess Midstream positions in Q3 2022 and 24 closed out, a net change of +2 holders.
  • The largest Hess Midstream buyer in Q3 2022 was Balyasny Asset Management, an estimated $14.8M added.
  • The largest Hess Midstream seller in Q3 2022 was ALPS Advisors, an estimated $39.6M sold.

Based on aggregated 13F filings for Q3 2022.