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Hess Midstream

153 hedge funds and large institutions have $1.09B invested in Hess Midstream in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $9.39M | Put options by funds: $5.21M

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.58% less ownership

Funds ownership: 86.3%85.73% (-0.58%)

4% less capital invested

Capital invested by funds: $1.13B → $1.09B (-$43.6M)

4% less funds holding

Funds holding: 160153 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
153
Holders Change
-7
Holders Change %
-4.38%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
57
Reduced
42
Closed
20
Calls
$9.39M
Puts
$5.21M
Net Calls
+$4.19M
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$189M +$1.11M +38,158 +0.6%
EIP
2
Energy Income Partners
Connecticut
$103M +$8.15M +279,855 +9%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$81.1M -$1.43M -48,967 -2%
Invesco
4
Invesco
Georgia
$76M +$11.9M +407,621 +18%
Goldman Sachs
5
Goldman Sachs
New York
$68M +$10.4M +356,881 +18%
ClearBridge Investments
6
ClearBridge Investments
New York
$60.9M +$3.76M +129,000 +7%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$58.6M +$10.5M +361,133 +22%
TCA
8
Tortoise Capital Advisors
Kansas
$55.2M +$649K +22,266 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$47M +$85.6K +2,940 +0.2%
First Trust Advisors
10
First Trust Advisors
Illinois
$26.9M -$14M -482,219 -34%
NIM
11
NXG Investment Management
Texas
$22.8M -$4.52M -155,080 -16%
DPIM
12
Duff & Phelps Investment Management
Illinois
$18.8M -$291K -10,000 -2%
UBS Group
13
UBS Group
Switzerland
$18.1M -$1.03M -35,471 -5%
Morgan Stanley
14
Morgan Stanley
New York
$15M -$3.41M -116,948 -18%
BC
15
Brookfield Corp
Ontario, Canada
$12.3M +$7.76M +266,310 +166%
WHG
16
Westwood Holdings Group
Texas
$11.9M +$2.08M +71,292 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$11.2M +$111K +3,800 +1%
CI
18
Cooper Investors
Australia
$10.7M +$1.57M +53,736 +17%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.37M -$6.47M -222,025 -41%
Vanguard Group
20
Vanguard Group
Pennsylvania
$8.97M -$284K -9,760 -3%
Allianz Asset Management
21
Allianz Asset Management
Germany
$8.42M
BlackRock
22
BlackRock
New York
$7.86M +$287K +9,870 +4%
Renaissance Technologies
23
Renaissance Technologies
New York
$7.66M -$1.26M -43,200 -14%
SIM
24
Strategic Income Management
Washington
$7.51M -$4.02M -138,180 -35%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$7.26M +$666K +22,859 +10%