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Antero Midstream

350 hedge funds and large institutions have $2.94B invested in Antero Midstream in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $6.65M

58% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 95

13% more capital invested

Capital invested by funds: $2.6B → $2.94B (+$332M)

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

0.9% more ownership

Funds ownership: 51.91%52.8% (+0.9%)

1% more funds holding

Funds holding: 348350 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
150
Reduced
95
Closed
38
Calls
$32.1M
Puts
$6.65M
Net Calls
+$25.5M
Net Calls Change
+$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M +$4.89M +460,065 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$411M +$21.8M +2,052,372 +6%
Invesco
3
Invesco
Georgia
$387M +$875K +82,338 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$123M +$820K +77,160 +0.7%
State Street
5
State Street
Massachusetts
$112M -$1.39M -130,937 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$87.8M -$31.2M -2,938,395 -28%
ClearBridge Investments
7
ClearBridge Investments
New York
$83.6M +$4.56M +428,900 +6%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$81.9M +$244K +22,978 +0.3%
RA
9
RR Advisors
Texas
$68.5M -$4.53M -426,000 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$57.6M +$4.78M +449,873 +10%
Morgan Stanley
11
Morgan Stanley
New York
$55.3M +$4.54M +427,491 +10%
TCA
12
Tortoise Capital Advisors
Kansas
$54.9M +$23.2M +2,179,493 +85%
CCM
13
Cinctive Capital Management
New York
$45.5M +$6.77M +636,758 +19%
Norges Bank
14
Norges Bank
Norway
$43M +$1.71M +160,909 +5%
Charles Schwab
15
Charles Schwab
California
$37M +$465K +43,758 +1%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$34.8M +$692K +65,103 +2%
Northern Trust
17
Northern Trust
Illinois
$29.1M -$1.54M -145,162 -5%
CCM
18
Chickasaw Capital Management
Tennessee
$26.9M -$1.01M -94,580 -4%
BWA
19
Brave Warrior Advisors
New York
$26.1M +$5.7K +536 +0%
KACA
20
Kayne Anderson Capital Advisors
California
$25.7M +$23.6M +2,218,400 New
MHI
21
Miller Howard Investments
New York
$25.1M +$3.9M +367,141 +20%
SCM
22
Shah Capital Management
North Carolina
$24.4M
WHG
23
Westwood Holdings Group
Texas
$21.9M -$16.6M -1,564,935 -45%
American Century Companies
24
American Century Companies
Missouri
$21.1M -$297K -27,974 -2%
Renaissance Technologies
25
Renaissance Technologies
New York
$20.9M +$1.59M +149,600 +9%

AM Hedge Fund Activity: Q2 2023 in Review

350 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Antero Midstream (AM) for Q2 2023, worth a combined $2.94B — up 13% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AM positions and 38 closed out — a net gain of 4 holders — while 150 added to existing stakes and 95 trimmed.

The largest buyer was Kayne Anderson Capital Advisors, opening a new position worth an estimated $23.6M. The largest seller was Bank of New York Mellon, cutting an estimated $31.2M.

  • 350 institutional investors held Antero Midstream (AM) as of Q2 2023, up from 348 in Q1 2023.
  • Funds reported $2.94B of Antero Midstream stock for Q2 2023, up 13% quarter-over-quarter.
  • 42 funds opened new Antero Midstream positions in Q2 2023 and 38 closed out, a net change of +4 holders.
  • The largest Antero Midstream buyer in Q2 2023 was Kayne Anderson Capital Advisors, an estimated $23.6M added.
  • The largest Antero Midstream seller in Q2 2023 was Bank of New York Mellon, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2023.