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Hess Midstream

196 hedge funds and large institutions have $1.74B invested in Hess Midstream in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

168% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 34

23% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $8.73M

16% more capital invested

Capital invested by funds: $1.51B → $1.74B (+$236M)

15% more funds holding

Funds holding: 170196 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.23% less ownership

Funds ownership: 111.39%105.16% (-6.2%)

Holders
196
Holders Change
+26
Holders Change %
+15.29%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
91
Reduced
34
Closed
12
Calls
$10.8M
Puts
$8.73M
Net Calls
+$2.03M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$342M +$93.7M +3,107,528 +36%
EIP
2
Energy Income Partners
Connecticut
$120M +$9.75M +323,292 +9%
Invesco
3
Invesco
Georgia
$104M +$9.23M +305,972 +9%
Goldman Sachs
4
Goldman Sachs
New York
$97.9M +$30.8M +1,021,308 +44%
TCA
5
Tortoise Capital Advisors
Kansas
$93.5M -$122K -4,042 -0.1%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$78.4M -$2.86M -94,920 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$76.4M +$7.59M +251,600 +11%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$66.4M +$7.99M +265,055 +13%
Morgan Stanley
9
Morgan Stanley
New York
$36.1M +$11M +366,276 +42%
NIM
10
NXG Investment Management
Texas
$33.3M +$2.59M +85,840 +8%
EIP
11
Epoch Investment Partners
New York
$28.6M +$18.7M +620,779 +172%
UBS Group
12
UBS Group
Switzerland
$26.3M +$5.36M +177,788 +25%
First Trust Advisors
13
First Trust Advisors
Illinois
$24.7M +$3M +99,556 +13%
Marshall Wace
14
Marshall Wace
United Kingdom
$24.6M +$366K +12,128 +1%
KACA
15
Kayne Anderson Capital Advisors
California
$24.4M +$9.8M +325,100 +63%
WHG
16
Westwood Holdings Group
Texas
$24M -$9.5M -315,099 -28%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$23.4M +$15.3M +507,856 +172%
EGA
18
Eagle Global Advisors
Texas
$22.8M +$9.72M +322,285 +70%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$22.7M +$695K +23,064 +3%
DPIM
20
Duff & Phelps Investment Management
Illinois
$22M +$60.3K +2,000 +0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$21.9M +$9.49M +314,870 +72%
Cohen & Steers
22
Cohen & Steers
New York
$20.9M -$13.1M -434,176 -38%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.4M -$2.32M -76,785 -10%
ACG
24
Aventail Capital Group
New York
$20M +$14.4M +478,039 +228%
Allianz Asset Management
25
Allianz Asset Management
Germany
$19.2M +$335K +11,100 +2%