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Antero Midstream

250 hedge funds and large institutions have $2.5B invested in Antero Midstream in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 65 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 65

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more funds holding

Funds holding: 249250 (+1)

0% less capital invested

Capital invested by funds: $2.51B → $2.5B (-$10.2M)

1.66% less ownership

Funds ownership: 67.08%65.43% (-1.7%)

39% less call options, than puts

Call options by funds: $7.36M | Put options by funds: $12.1M

Holders
250
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
4.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
55
Increased
104
Reduced
65
Closed
45
Calls
$7.36M
Puts
$12.1M
Net Calls
-$4.78M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$13K
LF
227
Lee Financial
Texas
$12K -$17.2K -2,724 -62%
QCG
228
Quadrant Capital Group
Ohio
$11K -$3.69K -583 -27%
AG
229
Advisor Group
Arizona
$10K -$2.09K -331 -21%
CCM
230
Copeland Capital Management
Pennsylvania
$9K
FCMT
231
Founders Capital Management (Texas)
Texas
$8K
FHA
232
First Horizon Advisors
Tennessee
$7K -$9.65K -1,526 -62%
BCM
233
Blume Capital Management
California
$7K -$3.16K -500 -33%
FPS
234
Fieldpoint Private Securities
Connecticut
$7K -$474 -75 -8%
TF
235
TimeScale Financial
Massachusetts
$6K +$5.5K +869 New
EI
236
Ellevest Inc
New York
$5K +$3.86K +610 New
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.47K +707 New
VNA
238
Valley National Advisers
Pennsylvania
$4K
ASN
239
Advisory Services Network
Georgia
$4K +$2.04K +323 +124%
PA
240
Parallel Advisors
California
$4K +$2.28K +361 +189%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$3K +$2.46K +389 New
CFG
242
Citizens Financial Group
Rhode Island
$3K +$2.56K +404 New
WQ
243
Wealth Quarterback
New Jersey
$1.97K +$1.64K +259 New
TWA
244
TCI Wealth Advisors
Arizona
$1K -$3.25K -513 -86%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$1K -$924 -146 -46%
IA
246
IFP Advisors
Florida
$1K
SFSIG
247
San Francisco Sentry Investment Group
California
$1K
HGWM
248
Harvest Group Wealth Management
Massachusetts
$1K +$1.42K +225 New
WP
249
Warburg Pincus
New York
-$170M -22,965,437 Closed
Principal Financial Group
250
Principal Financial Group
Iowa
-$8.3M -1,121,051 Closed

AM Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Antero Midstream (AM) for Q4 2019, worth a combined $2.5B — down 0.41% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AM positions and 45 closed out — a net gain of 10 holders — while 104 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was Warburg Pincus, exiting entirely with an estimated $170M sold.

  • 250 institutional investors held Antero Midstream (AM) as of Q4 2019, up from 249 in Q3 2019.
  • Funds reported $2.5B of Antero Midstream stock for Q4 2019, down 0.41% quarter-over-quarter.
  • 55 funds opened new Antero Midstream positions in Q4 2019 and 45 closed out, a net change of +10 holders.
  • The largest Antero Midstream buyer in Q4 2019 was Invesco, an estimated $112M added.
  • The largest Antero Midstream seller in Q4 2019 was Warburg Pincus, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2019.