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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
Capula Management Ltd95,829$975.5K0.06%+95,829New
Northwestern Mutual Investment Management Company, LLC96,387$981.2K0.03%+298+0.3%Added
Radnor Capital Management, LLC99,160$1.01M0.19%−1,600−1.6%Reduced
Campbell & CO Investment Adviser LLC99,559$1.01M0.09%+74,921+304.1%Added
Victory Capital Management Inc99,562$1.01M0.00%+14,176+16.6%Added
Creative Planning102,192$1.04M0.00%+9,991+10.8%Added
Advisor Group Holdings, Inc.103,440$1.05M0.00%−105,096−50.4%Reduced
State of Michigan Retirement System103,902$1.06M0.01%+300+0.3%Added
GTS Securities LLC106,690$1.09M0.02%+84,052+371.3%Added
Texas Yale Capital Corp.107,484$1.09M0.05%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)107,955$1.10M0.00%+15,967+17.4%Added
Thrivent Financial for Lutherans108,235$1.10M0.00%−250−0.2%Reduced
Dorsey Wright & Associates112,835$1.15M0.35%−32,345−22.3%Reduced
SEI Investments Co113,100$1.15M0.00%+18,520+19.6%Added
ClariVest Asset Management LLC116,039$1.18M0.07%−33,673−22.5%Reduced
CWA Asset Management Group, LLC116,146$1.18M0.08%−15,252−11.6%Reduced
Arizona State Retirement System121,115$1.23M0.01%−2,226−1.8%Reduced
Louisiana State Employees Retirement System121,700$1.24M0.03%−1,000−0.8%Reduced
Oregon Public Employees Retirement Fund121,916$1.24M0.02%+400+0.3%Added
Jet Capital Investors L P125,251$1.28M4.65%+125,251New
State Board of Administration of Florida Retirement System130,435$1.33M0.00%00.0%Unchanged
Guggenheim Capital LLC132,206$1.35M0.01%+19,879+17.7%Added
Birchview Capital, LP133,050$1.35M1.06%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management134,200$1.37M0.03%00.0%Unchanged
Wedge Capital Management L L P139,043$1.42M0.03%−31,109−18.3%Reduced
Ameritas Investment Partners, Inc.140,914$1.43M0.05%+314+0.2%Added
Teachers Retirement System of the State of Kentucky142,781$1.45M0.01%00.0%Unchanged
FMR LLC145,451$1.48M0.00%−8,360−5.4%Reduced
Two Sigma Investments, LP161,100$1.64M0.00%+161,100New
Ensign Peak Advisors, Inc166,640$1.70M0.00%00.0%Unchanged
Capital International Inc168,540$1.72M0.03%−985,838−85.4%Reduced
Edgestream Partners, L.P.170,288$1.73M0.12%+170,288New
Bard Financial Services, Inc.171,950$1.75M0.20%+43,187+33.5%Added
Pinnacle Holdings, LLC180,888$1.84M0.76%+16,982+10.4%Added
Pacer Advisors, Inc.183,674$1.87M0.01%+24,731+15.6%Added
Chicago Partners Investment Group LLC180,590$1.90M0.09%−8,951−4.7%Reduced
Comerica Bank191,691$1.95M0.01%−2,300−1.2%Reduced
Janus Henderson Group PLC193,962$1.98M0.00%−339−0.2%Reduced
Fort Washington Investment Advisors Inc203,022$2.07M0.01%+24,022+13.4%Added
Yousif Capital Management, LLC208,560$2.12M0.03%+143+0.1%Added
Morningstar Investment Management LLC210,260$2.14M0.25%00.0%Unchanged
New York State Common Retirement Fund212,300$2.16M0.00%+372+0.2%Added
Mackenzie Financial Corp215,492$2.19M0.00%−11,235−5.0%Reduced
Amundi231,145$2.48M0.00%−343,754−59.8%Reduced
Amalgamated Bank255,871$2.60M0.02%−4,542−1.7%Reduced
Group One Trading, L.P.261,096$2.66M0.08%−195,869−42.9%Reduced
Allianz Asset Management GmbH262,447$2.67M0.00%−220,770−45.7%Reduced
Mutual of America Capital Management LLC267,472$2.72M0.03%−13,907−4.9%Reduced
Los Angeles Capital Management LLC268,066$2.73M0.01%−139,768−34.3%Reduced
Beaconlight Capital, LLC271,606$2.76M1.30%−104,701−27.8%Reduced
Royal Bank of Canada276,114$2.81M0.00%−29,234−9.6%Reduced
State of New Jersey Common Pension Fund D277,133$2.82M0.01%+17,964+6.9%Added
NBW Capital LLC277,320$2.82M0.62%+277,320New
BNP Paribas Arbitrage, SA300,287$3.06M0.01%−35,664−10.6%Reduced
Great West Life Assurance Co301,886$3.07M0.01%+15,643+5.5%Added
Berkley W R Corp301,967$3.07M0.22%−4,104,951−93.1%Reduced
Man Group plc306,265$3.12M0.01%––
Advisors Capital Management, LLC318,953$3.25M0.07%−58,151−15.4%Reduced
Energy Income Partners, LLC323,494$3.29M0.07%+323,494New
Stifel Financial Corp333,862$3.40M0.00%+6,691+2.0%Added
Putnam Investments LLC336,343$3.42M0.00%−29,152−8.0%Reduced
Hennessy Advisors Inc338,500$3.45M0.17%+338,500New
Caption Management, LLC350,000$3.56M0.39%+336,959+2,583.8%Added
Castleark Management LLC351,570$3.58M0.16%+33,710+10.6%Added
Capital Group Private Client Services, Inc.368,411$3.75M0.04%−36,675−9.1%Reduced
Texas Permanent School Fund370,378$3.77M0.03%+2,923+0.8%Added
Simplex Trading, LLC380,883$3.88M0.12%+109,733+40.5%Added
HRT Financial LP393,634$4.01M0.03%+135,741+52.6%Added
Freestone Capital Holdings, LLC394,751$4.02M0.18%−9,184−2.3%Reduced
Oppenheimer & Co Inc408,290$4.16M0.08%+298,290+271.2%Added
Envestnet Asset Management Inc413,252$4.21M0.00%−103,120−20.0%Reduced
Citigroup Inc424,851$4.32M0.01%+377,833+803.6%Added
Van Eck Associates Corp428,940$4.37M0.01%+50,295+13.3%Added
Wells Fargo & Company436,255$4.44M0.00%−193,208−30.7%Reduced
First Trust Advisors LP438,107$4.46M0.00%−29,876−6.4%Reduced
California State Teachers Retirement System461,817$4.70M0.01%−21,861−4.5%Reduced
MetLife Investment Management466,226$4.75M0.03%−3,834−0.8%Reduced
Advisors Asset Management, Inc.473,399$4.82M0.10%−3,390−0.7%Reduced
Credit Suisse AG482,644$4.91M0.00%+15,318+3.3%Added
Bank of America Corp487,271$4.96M0.00%+194,352+66.4%Added
New York State Teachers Retirement System498,903$5.08M0.01%−1000.0%Reduced
Manufacturers Life Insurance Company, The513,186$5.22M0.00%−35,414−6.5%Reduced
Sagefield Capital LP513,221$5.22M0.68%+513,221New
AQR Capital Management LLC516,066$5.24M0.01%+269,950+109.7%Added
UBS Asset Management Americas Inc524,342$5.34M0.00%−38,480−6.8%Reduced
Russell Investments Group, Ltd.533,964$5.44M0.01%−21,278−3.8%Reduced
Retirement Systems of Alabama542,637$5.52M0.02%+1,661+0.3%Added
Federated Hermes, Inc.549,857$5.60M0.01%−539,103−49.5%Reduced
Jane Street Group, LLC556,931$5.67M0.01%+170,511+44.1%Added
Susquehanna International Group, LLP626,737$6.38M0.01%+577,327+1,168.4%Added
Capital Fund Management S.A.634,493$6.46M0.08%+499,163+368.8%Added
Thompson Siegel & Walmsley LLC657,206$6.69M0.11%−140,898−17.7%Reduced
Legal & General Group Plc664,319$6.76M0.00%+7,017+1.1%Added
State of Wisconsin Investment Board672,499$6.85M0.02%+186,910+38.5%Added
Voloridge Investment Management, LLC710,968$7.24M0.03%−645,987−47.6%Reduced
Algert Global LLC729,050$7.42M0.30%−46,602−6.0%Reduced
Valueworks LLC756,243$7.70M2.61%−8,970−1.2%Reduced
California Public Employees Retirement System762,558$7.76M0.01%−47,387−5.9%Reduced
American International Group, Inc.798,955$8.13M0.03%−25,971−3.1%Reduced
Ameriprise Financial Inc799,803$8.14M0.00%+37,889+5.0%Added