HESM Holdings Changes

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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