Arrow Investment Advisors, LLC HESM HESS MIDSTREAM LP

Ownership history in Arrow Investment Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Arrow Investment Advisors, LLC reported HESS MIDSTREAM LP (HESM) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows HESM at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HESM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arrow Investment Advisors, LLC's position in HESS MIDSTREAM LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HESM was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arrow Investment Advisors, LLC held HESM — position size vs. price
% of Fund (quarterly)    HESM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.6% -1.9% 5,245 -313 -5.6% 0.22% $204K 2026-05-04 $38.71
2024 Q1 REDUCED 20.1% +3.8% 5,558 -1,395 -20.1% 0.17% $201K 2024-05-15 $30.11
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arrow Investment Advisors, LLC and HESM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arrow Investment Advisors, LLC reported owning HESM?

Arrow Investment Advisors, LLC reported HESM across 2 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HESM position in Arrow Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for HESM was 0.22% in 2026 Q1.

What is the latest reported HESM position on this page?

The most recent filing on this page is 2026 Q1, when Arrow Investment Advisors, LLC reported 5,245 shares, equal to 0.22% of portfolio, with an estimated market value of $204K.

What does the chart on this HESM ownership page compare?

The chart compares Arrow Investment Advisors, LLC's quarterly HESM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arrow Investment Advisors, LLC time their HESM position?

Based on 13F filing dates vs. subsequent HESM price moves, Arrow Investment Advisors, LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on HESM relative to SPY over the holding period was +27.1%.

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