HESM Institutional Ownership
Hess Midstream LP
1W: +3.2%
1M: -17.8%
3M: -20.2%
YTD: -6.7%
1Y: -4.3%
3Y: +23.3%
5Y: +64.0%
$31.67
+0.49 (+1.57%)
Weekly Expected Move ±8.5%
$25
$28
$31
$33
$36
Credit Risk of going bust: lower than 67% of companies Debt: 36.0% of company value Bonds: $382.5M held by 325 funds, 122 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.95 (down 97%), Hess Midstream LP would be worth roughly what it owes.
Total debt $3.68B against a stock market value of $6.53B.
Distance to default 7.13 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.86B (short-term plus half of long-term), stock volatility 27.1%; Altman Z'' 1.66. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.95 (down 97%), Hess Midstream LP would be worth roughly what it owes.
Total debt $3.68B against a stock market value of $6.53B.
Distance to default 7.13 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.86B (short-term plus half of long-term), stock volatility 27.1%; Altman Z'' 1.66. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HESM
324
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
39
New Positions
114
Increased
115
Reduced
35
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (360 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 29,254,074 | $926M | -1,626,119 | -5.3% | 25Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 8,389,537 | $266M | +439,639 | +5.5% | 15Q | SEC ↗ |
| 3 | Invesco Ltd. | 7,535,978 | $239M | +352,973 | +4.9% | 27Q | SEC ↗ |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,055,800 | $223M | -10,630 | -0.2% | 4Q | SEC ↗ |
| 5 | Blackstone Inc. | 5,786,130 | $183M | -1,983,395 | -25.5% | 13Q | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 4,720,992 | $150M | +968,990 | +25.8% | 17Q | SEC ↗ |
| 7 | TORTOISE CAPITAL ADVISORS, L.L.C. | 4,236,214 | $134M | -230,725 | -5.2% | 27Q | SEC ↗ |
| 8 | NEUBERGER BERMAN GROUP LLC | 2,671,592 | $85M | +695,678 | +35.2% | 19Q | SEC ↗ |
| 9 | TD Asset Management Inc | 1,984,203 | $63M | -216,914 | -9.9% | 13Q | SEC ↗ |
| 10 | UBS Group AG | 1,974,398 | $63M | +10,399 | +0.5% | 27Q | SEC ↗ |
| 11 | Epoch Investment Partners, Inc. | 1,945,456 | $62M | -136,365 | -6.6% | 13Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 1,906,588 | $60M | +65,483 | +3.6% | 27Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 1,674,699 | $53M | +1,469,793 | +717.3% | 2Q | SEC ↗ |
| 14 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,610,000 | $51M | +535,000 | +49.8% | 3Q | SEC ↗ |
| 15 | MILLER HOWARD INVESTMENTS INC /NY | 1,558,131 | $49M | +66,232 | +4.4% | 19Q | SEC ↗ |
| 16 | CI INVESTMENTS INC. | 1,285,671 | $41M | -266,105 | -17.1% | 22Q | SEC ↗ |
| 17 | FMR LLC | 1,206,735 | $38M | -521,500 | -30.2% | 27Q | SEC ↗ |
| 18 | WESTWOOD HOLDINGS GROUP INC | 1,170,092 | $37M | -141,343 | -10.8% | 15Q | SEC ↗ |
| 19 | MORGAN STANLEY | 1,167,570 | $37M | -553,321 | -32.2% | 27Q | SEC ↗ |
| 20 | Fractal Investments LLC | 1,160,420 | $37M | -24,800 | -2.1% | 19Q | SEC ↗ |
| 21 | LAZARD ASSET MANAGEMENT LLC | 1,110,853 | $35M | +41,609 | +3.9% | 14Q | SEC ↗ |
| 22 | Zimmer Partners, LP | 997,643 | $32M | +697,843 | +232.8% | 7Q | SEC ↗ |
| 23 | AMERICAN CENTURY COMPANIES INC | 961,849 | $30M | +155,354 | +19.3% | 15Q | SEC ↗ |
| 24 | Clearbridge Investments, LLC | 956,243 | $30M | -751,142 | -44.0% | 22Q | SEC ↗ |
| 25 | BlackRock, Inc. | 887,083 | $28M | -4,882 | -0.5% | 8Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 871,091 | $28M | +585,079 | +204.6% | 12Q | SEC ↗ |
| 27 | EAGLE GLOBAL ADVISORS LLC | 858,576 | $27M | +1,015 | +0.1% | 22Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 849,868 | $27M | -109,453 | -11.4% | 27Q | SEC ↗ |
| 29 | BARCLAYS PLC | 794,850 | $25M | +82,826 | +11.6% | 18Q | SEC ↗ |
| 30 | MILLENNIUM MANAGEMENT LLC | 776,769 | $25M | +628,792 | +424.9% | 16Q | SEC ↗ |
| 31 | VANGUARD PORTFOLIO MANAGEMENT LLC | 694,579 | $22M | -31,043 | -4.3% | 2Q | SEC ↗ |
| 32 | TUDOR INVESTMENT CORP ET AL | 654,959 | $21M | -108,172 | -14.2% | 12Q | SEC ↗ |
| 33 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 604,561 | $19M | -64,178 | -9.6% | 16Q | SEC ↗ |
| 34 | LONGFELLOW INVESTMENT MANAGEMENT CO LL | 570,158 | $18M | — | +0.0% | 19Q | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 551,090 | $17M | -228,209 | -29.3% | 2Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 537,351 | $17M | +90,091 | +20.1% | 7Q | SEC ↗ |
| 37 | RENAISSANCE TECHNOLOGIES LLC | 497,700 | $16M | +142,400 | +40.1% | 23Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 446,037 | $14M | +124,507 | +38.7% | 15Q | SEC ↗ |
| 39 | KAYNE ANDERSON CAPITAL ADVISORS LP | 411,563 | $13M | -1,099,530 | -72.8% | 20Q | SEC ↗ |
| 40 | ALGERT GLOBAL LLC | 377,010 | $12M | +295,432 | +362.1% | 9Q | SEC ↗ |
| 41 | STATE STREET CORP | 365,577 | $12M | +100,611 | +38.0% | 19Q | SEC ↗ |
| 42 | JENNISON ASSOCIATES LLC | 360,782 | $11M | -6,963 | -1.9% | 11Q | SEC ↗ |
| 43 | SG Americas Securities, LLC | 357,166 | $11M | +319,694 | +853.2% | 9Q | SEC ↗ |
| 44 | HRT FINANCIAL LP | 353,787 | $11M | +324,472 | +1106.8% | 2Q | SEC ↗ |
| 45 | NEOS Investment Management LLC | 325,566 | $10M | +97,012 | +42.4% | 3Q | SEC ↗ |
| 46 | Susquehanna Portfolio Strategies, LLC | 275,828 | $9M | +190,925 | +224.9% | 6Q | SEC ↗ |
| 47 | Allianz Asset Management GmbH | 266,238 | $8M | -149,704 | -36.0% | 6Q | SEC ↗ |
| 48 | JANE STREET GROUP, LLC | 260,797 | $8M | +254,357 | +3949.6% | 2Q | SEC ↗ |
| 49 | Swiss National Bank | 246,700 | $8M | +3,400 | +1.4% | 19Q | SEC ↗ |
| 50 | LPL Financial LLC | 240,412 | $8M | +35,848 | +17.5% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ExodusPoint Capital Management, LP | 137,788 | $4M |
| HITE Hedge Asset Management LLC | 111,963 | $4M |
| HSBC HOLDINGS PLC | 109,596 | $3M |
| Trexquant Investment LP | 103,789 | $3M |
| Treasurer of the State of North Car | 92,411 | $3M |
| Paralel Advisors LLC | 59,361 | $2M |
| Jupiter Topco LLC | 56,416 | $2M |
| XTX Topco Ltd | 42,258 | $1M |
| MILLINGTON SECURITIES, LLC | 28,850 | $914K |
| Qsemble Capital Management, LP | 26,273 | $832K |
| TWO SIGMA SECURITIES, LLC | 24,883 | $788K |
| GABELLI FUNDS LLC | 15,000 | $475K |
| Laurion Capital Management LP | 13,351 | $423K |
| Avidian Wealth Enterprises, LLC | 11,821 | $374K |
| Fideuram Asset Management (Ireland) | 11,297 | $358K |
| OXFORD ASSET MANAGEMENT LLP | 10,095 | $320K |
| Kestra Advisory Services, LLC | 8,334 | $264K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 8,100 | $257K |
| SIMPLEX TRADING, LLC | 7,331 | $232K |
| Corient Private Wealth LP | 6,925 | $219K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CUSHING ASSET MANAGEMENT, LP dba NX | 1,357,200 | $43M |
| Point72 Asset Management, L.P. | 1,124,059 | $36M |
| Nearwater Capital Markets, Ltd | 900,000 | $29M |
| Burkehill Global Management, LP | 300,000 | $10M |
| NEXPOINT ASSET MANAGEMENT, L.P. | 221,900 | $7M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 173,802 | $6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 170,129 | $5M |
| CANADA PENSION PLAN INVESTMENT BOAR | 158,700 | $5M |
| BI Asset Management Fondsmaeglersel | 146,188 | $5M |
| Alberta Investment Management Corp | 139,550 | $4M |
| SIR Capital Management, L.P. | 127,300 | $4M |
| Jefferies Financial Group Inc. | 91,575 | $3M |
| Turas Capital Management LP | 88,400 | $3M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 85,863 | $3M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 70,591 | $2M |
| Verition Fund Management LLC | 69,770 | $2M |
| FIDEURAM - INTESA SANPAOLO PRIVATE | 64,706 | $2M |
| Jump Financial, LLC | 63,856 | $2M |
| Keeler Thomas Management LLC | 63,525 | $2M |
| Public Sector Pension Investment Bo | 60,000 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +1,469,793 | +717.3% | 1,674,699 |
| Bank of New York Mellon Corp | +968,990 | +25.8% | 4,720,992 |
| Zimmer Partners, LP | +697,843 | +232.8% | 997,643 |
| NEUBERGER BERMAN GROUP LLC | +695,678 | +35.2% | 2,671,592 |
| MILLENNIUM MANAGEMENT LLC | +628,792 | +424.9% | 776,769 |
| Qube Research & Technologies Ltd | +585,079 | +204.6% | 871,091 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +535,000 | +49.8% | 1,610,000 |
| GOLDMAN SACHS GROUP INC | +439,639 | +5.5% | 8,389,537 |
| Invesco Ltd. | +352,973 | +4.9% | 7,535,978 |
| HRT FINANCIAL LP | +324,472 | +1106.8% | 353,787 |
| SG Americas Securities, LLC | +319,694 | +853.2% | 357,166 |
| ALGERT GLOBAL LLC | +295,432 | +362.1% | 377,010 |
| JANE STREET GROUP, LLC | +254,357 | +3949.6% | 260,797 |
| Susquehanna Portfolio Strategies, L | +190,925 | +224.9% | 275,828 |
| AMERICAN CENTURY COMPANIES INC | +155,354 | +19.3% | 961,849 |
| RENAISSANCE TECHNOLOGIES LLC | +142,400 | +40.1% | 497,700 |
| BANK OF AMERICA CORP /DE | +124,507 | +38.7% | 446,037 |
| Nuveen, LLC | +116,438 | +1134.7% | 126,700 |
| Bridgewater Associates, LP | +103,769 | +224.6% | 149,973 |
| STATE STREET CORP | +100,611 | +38.0% | 365,577 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Blackstone Inc. | -1,983,395 | -25.5% | 5,786,130 |
| ALPS ADVISORS INC | -1,626,119 | -5.3% | 29,254,074 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | -1,099,530 | -72.8% | 411,563 |
| Clearbridge Investments, LLC | -751,142 | -44.0% | 956,243 |
| Brookfield Corp /ON | -640,314 | -88.8% | 80,544 |
| MORGAN STANLEY | -553,321 | -32.2% | 1,167,570 |
| FMR LLC | -521,500 | -30.2% | 1,206,735 |
| CI INVESTMENTS INC. | -266,105 | -17.1% | 1,285,671 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | -230,725 | -5.2% | 4,236,214 |
| CIBC Bancorp USA Inc. | -228,209 | -29.3% | 551,090 |
| TD Asset Management Inc | -216,914 | -9.9% | 1,984,203 |
| JANUS HENDERSON GROUP PLC | -172,726 | -75.4% | 56,416 |
| Allianz Asset Management GmbH | -149,704 | -36.0% | 266,238 |
| WESTWOOD HOLDINGS GROUP INC | -141,343 | -10.8% | 1,170,092 |
| Epoch Investment Partners, Inc. | -136,365 | -6.6% | 1,945,456 |
| NOMURA HOLDINGS INC | -134,123 | -80.8% | 31,958 |
| Quantbot Technologies LP | -114,837 | -78.4% | 31,642 |
| FIRST TRUST ADVISORS LP | -109,453 | -11.4% | 849,868 |
| TUDOR INVESTMENT CORP ET AL | -108,172 | -14.2% | 654,959 |
| CITADEL ADVISORS LLC | -97,367 | -35.4% | 177,924 |