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Hess Midstream
HESM

Overview Fund Activity

169 hedge funds and large institutions have $1.51B invested in Hess Midstream in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
70
Reduced
32
Closed
16
Calls
$39.6M
Puts
$8.38M
Net Calls
+$31.3M
Net Calls Change
+$27.1M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$265M
2
TCA
2
Tortoise Capital Advisors
Kansas
$98.6M
3
Cohen & Steers
3
Cohen & Steers
New York
$35.3M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$25.6M
5
WHG
5
Westwood Holdings Group
Texas
$35M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.8M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$957K
3
SIM
3
Strategic Income Management
Washington
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$23M
5
Jennison Associates
5
Jennison Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
ALPS Advisors
Colorado
$265M 8,621,286 +2,107,031 +32%
EIP
2
Energy Income Partners
Connecticut
$116M 3,794,966 +227,521 +6%
Invesco
3
Invesco
Georgia
$100M 3,270,636 +645,513 +25%
TCA
4
Tortoise Capital Advisors
Kansas
$98.6M 3,215,068 +1,309,127 +69%
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$85.5M 2,785,905 -14,757 -0.5%
ClearBridge Investments
6
ClearBridge Investments
New York
$72.8M 2,372,285 +266,400 +13%
Goldman Sachs
7
Goldman Sachs
New York
$71.7M 2,338,014 -13,161 -0.6%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$61.8M 2,014,962 -10,289 -0.5%
Cohen & Steers
9
Cohen & Steers
New York
$35.3M 1,151,138 +1,150,496 +179,205%
WHG
10
Westwood Holdings Group
Texas
$35M 1,139,751 +728,209 +177%
NIM
11
NXG Investment Management
Texas
$32.4M 1,056,740 +268,855 +34%
Morgan Stanley
12
Morgan Stanley
New York
$26.8M 872,878 +353,458 +68%
Marshall Wace
13
Marshall Wace
United Kingdom
$25.6M 833,320 +808,511 +3,259%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.8M 776,240 -846,850 -52%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$23.2M 755,083 +366,600 +94%
DPIM
16
Duff & Phelps Investment Management
Illinois
$23.1M 752,422 +103,111 +16%
First Trust Advisors
17
First Trust Advisors
Illinois
$23M 749,982 -178,587 -19%
UBS Group
18
UBS Group
Switzerland
$22.3M 725,452 +100,619 +16%
Allianz Asset Management
19
Allianz Asset Management
Germany
$19.9M 648,456 +357,407 +123%
Millennium Management
20
Millennium Management
New York
$17.3M 565,365 +501,999 +792%
BC
21
Brookfield Corp
Ontario, Canada
$17M 553,480 +127,217 +30%
KACA
22
Kayne Anderson Capital Advisors
California
$15.7M 512,860 +473,860 +1,215%
EGA
23
Eagle Global Advisors
Texas
$14.1M 460,480 +400,110 +663%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$13.4M 437,436 +344,546 +371%
LIM
25
Longfellow Investment Management
Massachusetts
$13.2M 430,289 +202,751 +89%
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