This page summarizes the HESM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HESM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing HESM Share Count
Artemis Investment Management LLP
183,086
585,961
+ 402,875
+ 220.05%
CFM Wealth Partners LLC
26,169
35,262
+ 9,093
+ 34.75%
Miller Howard Investments Inc. NY
585,462
685,333
+ 99,871
+ 17.06%
F&V Capital Management LLC
9,000
10,500
+ 1,500
+ 16.67%
Stokes Capital Advisors LLC
132,470
138,341
+ 5,871
+ 4.43%
13F Filers Reporting New Positions In HESM
Mather Group LLC.
0
604
+ 604
+ 100%
CWM LLC
0
73
+ 73
+ 100%
Krane Funds Advisors LLC
0
13,056
+ 13,056
+ 100%
13F Filers With Unchanged Share Count
NBC Securities Inc.
100
100
UNCH
0.00%
Baldwin Brothers Inc. MA
4,000
4,000
UNCH
0.00%
Sound Income Strategies LLC
20
20
UNCH
0.00%
GAMMA Investing LLC
77
77
UNCH
0.00%
13F Filers Decreasing HESM Share Count
Spirit of America Management Corp NY
233,837
192,337
- 41,500
- 17.75%
Chickasaw Capital Management LLC
11,000
10,000
- 1,000
- 9.09%
Exchange Traded Concepts LLC
90,152
82,821
- 7,331
- 8.13%
See Summary: Institutional Holders of HESM
See Details: Top 10 Hedge Funds Holding HESM
Also See: HESM Insider Buying
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