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Midstream Co LLC

ETRNDelisted Jul 22, 2024
Industry
Natural Gas Transmission
SEC CIK
0001747009

Midstream Co LLC was delisted on Jul 22, 2024; its insiders filed their last Form 4 on Jul 22, 2024; 375 institutions reported holding it in 13F filings for Q2 2024, worth $5.12B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Midstream Co LLC as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
359
+14 vs. Q3 2023
Shares held
379.7M
−3.51M (−0.9%) vs. Q3 2023
Total value
$3.87B
+$271.7M (+7.6%) vs. Q3 2023
New holders
49
140 more added
Sold out
35
108 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ETRN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 359 institutions
Q1 2021: 327 institutionsQ2 2021: 313 institutionsQ3 2021: 307 institutionsQ4 2021: 316 institutionsQ1 2022: 314 institutionsQ2 2022: 322 institutionsQ3 2022: 317 institutionsQ4 2022: 331 institutionsQ1 2023: 323 institutionsQ2 2023: 340 institutionsQ3 2023: 349 institutionsQ4 2023: 359 institutionsQ1 2024: 378 institutionsQ2 2024: 375 institutionsQ3 2024: 5 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2023: $3.87B
Q1 2021: $3.10BQ2 2021: $3.26BQ3 2021: $3.84BQ4 2021: $3.94BQ1 2022: $3.19BQ2 2022: $2.56BQ3 2022: $3.06BQ4 2022: $2.65BQ1 2023: $2.27BQ2 2023: $3.63BQ3 2023: $3.59BQ4 2023: $3.87BQ1 2024: $4.72BQ2 2024: $5.12BQ3 2024: $729.8KQ4 2024: $40.9KQ1 2025: $576.7KQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ETRN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$576.7K
Q4 20241$40.9K
Q3 20245$729.8K
Q2 2024375$5.12B
Q1 2024378$4.72B
Q4 2023359$3.87B
Q3 2023349$3.59B
Q2 2023340$3.63B
Q1 2023323$2.27B
Q4 2022331$2.65B
Q3 2022317$3.06B
Q2 2022322$2.56B
Q1 2022314$3.19B
Q4 2021316$3.94B
Q3 2021307$3.84B
Q2 2021313$3.26B
Q1 2021327$3.10B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Midstream Co LLC; share changes are against Q3 2023.

Institutions holding ETRN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.55,168,841$561.6M0.01%+1,502,935+2.8%Added
Vanguard Group Inc46,756,511$476.0M0.01%−281,481−0.6%Reduced
Capital International Investors38,507,644$392.0M0.09%−3,267,923−7.8%Reduced
State Street Corp15,620,082$159.0M0.01%+482,102+3.2%Added
Invesco Ltd.10,607,334$108.0M0.03%+5,577,097+110.9%Added
Geode Capital Management, LLC9,442,019$96.1M0.01%+417,969+4.6%Added
Dimensional Fund Advisors LP8,740,820$89.0M0.03%+260,924+3.1%Added
Key Group Holdings (Cayman), Ltd.8,700,000$88.6M5.08%00.0%Unchanged
Zimmer Partners, LP8,550,000$87.0M3.19%−397,800−4.4%Reduced
Hotchkis & Wiley Capital Management LLC7,931,370$80.7M0.29%+1,758,270+28.5%Added
D. E. Shaw & Co., Inc.7,847,239$79.9M0.12%+525,265+7.2%Added
Bank of New York Mellon Corp6,611,876$67.3M0.01%+413,253+6.7%Added
Tortoise Capital Advisors, L.L.C.6,607,113$67.3M1.04%+10.0%Added
Price T Rowe Associates Inc6,352,101$64.7M0.01%+556,872+9.6%Added
Blackstone Group Inc.5,885,053$59.9M0.28%−1,688,445−22.3%Reduced
Cushing Asset Management, LP5,747,055$58.5M5.37%+1,617,233+39.2%Added
Westwood Holdings Group Inc.5,650,531$57.5M0.49%−207,619−3.5%Reduced
Northern Trust Corp5,415,447$55.1M0.01%+8,317+0.2%Added
Goldman Sachs Group Inc5,251,814$53.5M0.01%+1,151,348+28.1%Added
Norges Bank4,920,748$50.1M0.01%−7,637−0.2%Reduced
Recurrent Investment Advisors LLC4,652,993$47.4M6.95%+777,307+20.1%Added
Morgan Stanley4,648,019$47.3M0.00%+2,336,752+101.1%Added
Mirae Asset Global Investments Co., Ltd.4,048,957$41.2M0.08%−382,890−8.6%Reduced
Charles Schwab Investment Management Inc3,914,514$39.8M0.01%+13,183+0.3%Added
Yaupon Capital Management LP3,893,139$39.6M4.30%+2,011,922+106.9%Added
American Century Companies Inc3,389,379$34.5M0.02%−552,026−14.0%Reduced
Barclays PLC3,345,577$34.1M0.02%+1,881,607+128.5%Added
JPMorgan Chase & Co2,736,923$27.9M0.00%+89,325+3.4%Added
Deutsche Bank AG2,423,155$24.7M0.01%+2,188,860+934.2%Added
Millennium Management LLC2,348,533$23.9M0.02%+569,996+32.0%Added
Jennison Associates LLC2,242,472$22.8M0.02%−348,972−13.5%Reduced
Kayne Anderson Capital Advisors LP2,045,100$20.8M0.65%00.0%Unchanged
Eagle Global Advisors LLC2,010,680$20.5M1.24%+1,041,900+107.5%Added
Catalyst Capital Advisors LLC1,885,367$19.2M0.52%+53,520+2.9%Added
Principal Financial Group Inc1,617,234$16.5M0.01%−6,164−0.4%Reduced
Nomura Holdings Inc1,507,177$15.3M0.14%+1,412,787+1,496.8%Added
Point72 Asset Management, L.P.1,499,342$15.3M0.05%+360,666+31.7%Added
Rhumbline Advisers1,452,771$14.8M0.02%−32,208−2.2%Reduced
Clearbridge Investments, LLC1,450,050$14.8M0.01%00.0%Unchanged
Renaissance Technologies LLC1,449,010$14.8M0.02%−236,589−14.0%Reduced
Walleye Capital LLC1,439,704$14.7M0.21%+1,043,145+263.0%Added
Assenagon Asset Management S.A.1,248,486$12.7M0.04%+1,248,486New
Brookfield Asset Management Inc.1,228,622$12.5M0.07%−9,080,995−88.1%Reduced
Nuveen Asset Management, LLC1,224,378$12.5M0.00%+18,743+1.6%Added
CIBC Private Wealth Group, LLC1,187,185$12.1M0.03%−45,695−3.7%Reduced
Qube Research & Technologies Ltd1,155,167$11.8M0.03%+882,487+323.6%Added
Alps Advisors Inc1,139,853$11.6M0.09%+44,061+4.0%Added
Foursixthree Capital LP1,085,915$11.1M43.78%−604,325−35.8%Reduced
Miller Howard Investments Inc1,039,733$10.6M0.37%+15,420+1.5%Added
Evergreen Capital Management LLC1,039,140$10.6M0.43%+16,137+1.6%Added
UBS Group AG1,036,791$10.6M0.00%−248,268−19.3%Reduced
Cohen & Steers, Inc.968,121$9.86M0.02%+172,194+21.6%Added
Voya Investment Management LLC961,327$9.79M0.01%−284,303−22.8%Reduced
Citadel Advisors LLC959,640$9.77M0.01%−133,432−12.2%Reduced
Alliancebernstein L.P.920,016$9.37M0.00%−7,019−0.8%Reduced
Raymond James & Associates900,105$9.16M0.01%−51,462−5.4%Reduced
Tortoise Index Solutions, LLC854,857$8.70M1.62%+41,189+5.1%Added
Swiss National Bank853,887$8.69M0.01%−98,200−10.3%Reduced
Exchange Traded Concepts, LLC852,783$8.68M0.23%+39,115+4.8%Added
Ameriprise Financial Inc799,803$8.14M0.00%+37,889+5.0%Added
American International Group, Inc.798,955$8.13M0.03%−25,971−3.1%Reduced
California Public Employees Retirement System762,558$7.76M0.01%−47,387−5.9%Reduced
Valueworks LLC756,243$7.70M2.61%−8,970−1.2%Reduced
Algert Global LLC729,050$7.42M0.30%−46,602−6.0%Reduced
Voloridge Investment Management, LLC710,968$7.24M0.03%−645,987−47.6%Reduced
State of Wisconsin Investment Board672,499$6.85M0.02%+186,910+38.5%Added
Legal & General Group Plc664,319$6.76M0.00%+7,017+1.1%Added
Thompson Siegel & Walmsley LLC657,206$6.69M0.11%−140,898−17.7%Reduced
Capital Fund Management S.A.634,493$6.46M0.08%+499,163+368.8%Added
Susquehanna International Group, LLP626,737$6.38M0.01%+577,327+1,168.4%Added
Jane Street Group, LLC556,931$5.67M0.01%+170,511+44.1%Added
Federated Hermes, Inc.549,857$5.60M0.01%−539,103−49.5%Reduced
Retirement Systems of Alabama542,637$5.52M0.02%+1,661+0.3%Added
Russell Investments Group, Ltd.533,964$5.44M0.01%−21,278−3.8%Reduced
UBS Asset Management Americas Inc524,342$5.34M0.00%−38,480−6.8%Reduced
AQR Capital Management LLC516,066$5.24M0.01%+269,950+109.7%Added
Sagefield Capital LP513,221$5.22M0.68%+513,221New
Manufacturers Life Insurance Company, The513,186$5.22M0.00%−35,414−6.5%Reduced
New York State Teachers Retirement System498,903$5.08M0.01%−1000.0%Reduced
Bank of America Corp487,271$4.96M0.00%+194,352+66.4%Added
Credit Suisse AG482,644$4.91M0.00%+15,318+3.3%Added
Advisors Asset Management, Inc.473,399$4.82M0.10%−3,390−0.7%Reduced
MetLife Investment Management466,226$4.75M0.03%−3,834−0.8%Reduced
California State Teachers Retirement System461,817$4.70M0.01%−21,861−4.5%Reduced
First Trust Advisors LP438,107$4.46M0.00%−29,876−6.4%Reduced
Wells Fargo & Company436,255$4.44M0.00%−193,208−30.7%Reduced
Van Eck Associates Corp428,940$4.37M0.01%+50,295+13.3%Added
Citigroup Inc424,851$4.32M0.01%+377,833+803.6%Added
Envestnet Asset Management Inc413,252$4.21M0.00%−103,120−20.0%Reduced
Oppenheimer & Co Inc408,290$4.16M0.08%+298,290+271.2%Added
Freestone Capital Holdings, LLC394,751$4.02M0.18%−9,184−2.3%Reduced
HRT Financial LP393,634$4.01M0.03%+135,741+52.6%Added
Simplex Trading, LLC380,883$3.88M0.12%+109,733+40.5%Added
Texas Permanent School Fund370,378$3.77M0.03%+2,923+0.8%Added
Capital Group Private Client Services, Inc.368,411$3.75M0.04%−36,675−9.1%Reduced
Castleark Management LLC351,570$3.58M0.16%+33,710+10.6%Added
Caption Management, LLC350,000$3.56M0.39%+336,959+2,583.8%Added
Hennessy Advisors Inc338,500$3.45M0.17%+338,500New
Putnam Investments LLC336,343$3.42M0.00%−29,152−8.0%Reduced
Stifel Financial Corp333,862$3.40M0.00%+6,691+2.0%Added