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Antero Midstream

205 hedge funds and large institutions have $3.31B invested in Antero Midstream in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 95 increasing their positions, 11 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

764% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 11

238% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 26

103% more capital invested

Capital invested by funds: $1.63B → $3.31B (+$1.68B)

42% more funds holding

Funds holding: 144205 (+61)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

31.66% less ownership

Funds ownership: 78.12%46.47% (-32%)

39% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $3.68M

Holders
205
Holders Change
+61
Holders Change %
+42.36%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
88
Increased
95
Reduced
11
Closed
26
Calls
$2.23M
Puts
$3.68M
Net Calls
-$1.45M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$479M +$372M +28,507,458 +453%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$262M +$155M +11,896,869 +167%
SCA
3
Salient Capital Advisors
Texas
$206M +$126M +9,675,198 +2,359%
HFA
4
Harvest Fund Advisors
Pennsylvania
$198M +$93.8M +7,182,273 +100%
O
5
OppenheimerFunds
New York
$194M +$86.9M +6,655,328 +90%
Goldman Sachs
6
Goldman Sachs
New York
$189M +$133M +10,219,994 +294%
CCM
7
Chickasaw Capital Management
Tennessee
$145M +$137M +10,496,543 New
T
8
Tinicum
New York
$125M +$89M +6,815,316 +306%
FP
9
FPR Partners
California
$105M +$455K +34,880 +0.5%
YEPV
10
Yorktown Energy Partners VIII
New York
$97.7M
UBS Group
11
UBS Group
Switzerland
$90M +$83.9M +6,428,956 +6,474%
ZP
12
Zimmer Partners
New York
$65.3M +$23.3M +1,788,160 +61%
YEPV
13
Yorktown Energy Partners VII
New York
$63.3M
KACA
14
Kayne Anderson Capital Advisors
California
$50.4M +$19.7M +1,511,057 +70%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$49.9M +$46.9M +3,594,096 +11,863%
AR
16
Advisory Research
Illinois
$48.8M +$19.1M +1,459,671 +70%
Cohen & Steers
17
Cohen & Steers
New York
$48.1M +$39.3M +3,011,246 +627%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.7M +$37.4M +2,863,953 +478%
NIM
19
NXG Investment Management
Texas
$44.3M +$10.5M +807,414 +34%
EGA
20
Eagle Global Advisors
Texas
$40.7M +$18.7M +1,429,809 +94%
DPIM
21
Duff & Phelps Investment Management
Illinois
$39.1M +$15.5M +1,188,472 +72%
BlackRock
22
BlackRock
New York
$33.4M +$27.3M +2,087,737 +623%
ClearBridge Investments
23
ClearBridge Investments
New York
$32.4M +$30.1M +2,308,048 +5,131%
Allianz Asset Management
24
Allianz Asset Management
Germany
$31M +$29.3M +2,246,415 New
Millennium Management
25
Millennium Management
New York
$30.9M +$28.5M +2,181,147 +3,732%

AM Hedge Fund Activity: Q1 2019 in Review

205 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Antero Midstream (AM) for Q1 2019, worth a combined $3.31B — up 103% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AM positions and 26 closed out — a net gain of 62 holders — while 95 added to existing stakes and 11 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $372M. The largest seller was Warburg Pincus, exiting entirely with an estimated $616M sold.

  • 205 institutional investors held Antero Midstream (AM) as of Q1 2019, up from 144 in Q4 2018.
  • Funds reported $3.31B of Antero Midstream stock for Q1 2019, up 103% quarter-over-quarter.
  • 88 funds opened new Antero Midstream positions in Q1 2019 and 26 closed out, a net change of +62 holders.
  • The largest Antero Midstream buyer in Q1 2019 was Tortoise Capital Advisors, an estimated $372M added.
  • The largest Antero Midstream seller in Q1 2019 was Warburg Pincus, an estimated $616M sold.

Based on aggregated 13F filings for Q1 2019.