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Hess Midstream

271 hedge funds and large institutions have $3.55B invested in Hess Midstream in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.66M

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

57% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $3.33B → $3.55B (+$216M)

6% more funds holding

Funds holding: 256271 (+15)

11.32% less ownership

Funds ownership: 103.37%92.05% (-11%)

Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
44
Increased
113
Reduced
72
Closed
26
Calls
$15.1M
Puts
$8.66M
Net Calls
+$6.48M
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$744M +$133M +3,695,817 +23%
TCA
2
Tortoise Capital Advisors
Kansas
$281M +$3.02M +83,943 +1%
Goldman Sachs
3
Goldman Sachs
New York
$244M +$16M +444,829 +7%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$186M +$17.9M +496,464 +11%
Invesco
5
Invesco
Georgia
$151M +$6.88M +191,175 +5%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$123M -$9.08M -252,478 -7%
EIP
7
Epoch Investment Partners
New York
$123M +$5.97M +165,933 +5%
KACA
8
Kayne Anderson Capital Advisors
California
$96.6M -$1.16M -32,183 -1%
UBS Group
9
UBS Group
Switzerland
$78M +$12.2M +340,250 +19%
Blackstone Inc
10
Blackstone Inc
New York
$69.2M -$35.8M -993,644 -35%
Morgan Stanley
11
Morgan Stanley
New York
$65M +$4.01M +111,452 +7%
ClearBridge Investments
12
ClearBridge Investments
New York
$64.9M +$6.63M +184,290 +12%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$59.7M -$763K -21,198 -1%
Deutsche Bank
14
Deutsche Bank
Germany
$52M +$18.2M +506,430 +56%
WHG
15
Westwood Holdings Group
Texas
$51.1M -$21.4M -594,382 -30%
NIM
16
NXG Investment Management
Texas
$47.9M -$1.04M -28,944 -2%
BC
17
Brookfield Corp
Ontario, Canada
$47.1M +$5.94M +165,067 +15%
EGA
18
Eagle Global Advisors
Texas
$46.9M +$1.51M +41,930 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$42M +$1.09M +30,200 +3%
EIP
20
Energy Income Partners
Connecticut
$39.7M +$293K +8,149 +0.8%
Millennium Management
21
Millennium Management
New York
$36M -$24.2M -671,190 -41%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$33.9M -$449K -12,480 -1%
AIM
23
Artemis Investment Management
United Kingdom
$31.5M +$3.26M +90,521 +12%
MHI
24
Miller Howard Investments
New York
$31.4M -$8.47M -235,394 -22%
BlackRock
25
BlackRock
New York
$30.8M +$3M +83,478 +11%

HESM Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hess Midstream (HESM) for Q4 2024, worth a combined $3.55B — up 6.5% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HESM positions and 26 closed out — a net gain of 18 holders — while 113 added to existing stakes and 72 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $46.6M.

  • 271 institutional investors held Hess Midstream (HESM) as of Q4 2024, up from 256 in Q3 2024.
  • Funds reported $3.55B of Hess Midstream stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 44 funds opened new Hess Midstream positions in Q4 2024 and 26 closed out, a net change of +18 holders.
  • The largest Hess Midstream buyer in Q4 2024 was ALPS Advisors, an estimated $133M added.
  • The largest Hess Midstream seller in Q4 2024 was Citadel Advisors, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2024.