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Antero Midstream

399 hedge funds and large institutions have $3.65B invested in Antero Midstream in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $7.98M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 120

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

10% more capital invested

Capital invested by funds: $3.31B → $3.65B (+$344M)

1% more funds holding

Funds holding: 395399 (+4)

0.64% less ownership

Funds ownership: 55.07%54.43% (-0.64%)

Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
52
Increased
155
Reduced
120
Closed
44
Calls
$44.5M
Puts
$7.98M
Net Calls
+$36.5M
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$540M +$60.3K +4,717 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$498M -$1.27M -98,918 -0.3%
Invesco
3
Invesco
Georgia
$455M +$2.18M +170,409 +0.5%
State Street
4
State Street
Massachusetts
$152M +$2.4M +187,763 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$138M -$7.35M -574,906 -6%
ClearBridge Investments
6
ClearBridge Investments
New York
$102M +$1.07M +84,000 +1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$89.6M -$2.95M -230,316 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$89.4M -$15.3M -1,198,418 -16%
Morgan Stanley
9
Morgan Stanley
New York
$82.4M -$63.7M -4,982,110 -46%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$79.4M +$3.78M +295,226 +6%
TCA
11
Tortoise Capital Advisors
Kansas
$75.6M +$5.4M +422,038 +9%
Norges Bank
12
Norges Bank
Norway
$56.9M -$4.08M -319,013 -7%
Goldman Sachs
13
Goldman Sachs
New York
$53.3M +$29.2M +2,279,562 +151%
Charles Schwab
14
Charles Schwab
California
$52.3M +$1.48M +115,562 +3%
RA
15
RR Advisors
Texas
$50.7M -$30.1M -2,350,000 -39%
WHG
16
Westwood Holdings Group
Texas
$44.6M +$12.9M +1,008,515 +47%
KACA
17
Kayne Anderson Capital Advisors
California
$41.6M +$8.88M +694,243 +31%
Northern Trust
18
Northern Trust
Illinois
$39.8M +$3.56M +278,171 +11%
ACG
19
Aventail Capital Group
New York
$38.6M +$35.1M +2,747,940 New
MHI
20
Miller Howard Investments
New York
$36.1M -$196K -15,349 -0.6%
CCM
21
Chickasaw Capital Management
Tennessee
$31.2M +$1.04M +81,374 +4%
Allianz Asset Management
22
Allianz Asset Management
Germany
$30.2M +$3.81M +297,792 +16%
BWA
23
Brave Warrior Advisors
New York
$30.2M -$974K -76,131 -3%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$29.6M +$5.79M +452,535 +18%
American Century Companies
25
American Century Companies
Missouri
$28.1M +$785K +61,362 +3%

AM Hedge Fund Activity: Q1 2024 in Review

399 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Antero Midstream (AM) for Q1 2024, worth a combined $3.65B — up 10% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AM positions and 44 closed out — a net gain of 8 holders — while 155 added to existing stakes and 120 trimmed.

The largest buyer was Aventail Capital Group, opening a new position worth an estimated $35.1M. The largest seller was Morgan Stanley, cutting an estimated $63.7M.

  • 399 institutional investors held Antero Midstream (AM) as of Q1 2024, up from 395 in Q4 2023.
  • Funds reported $3.65B of Antero Midstream stock for Q1 2024, up 10% quarter-over-quarter.
  • 52 funds opened new Antero Midstream positions in Q1 2024 and 44 closed out, a net change of +8 holders.
  • The largest Antero Midstream buyer in Q1 2024 was Aventail Capital Group, an estimated $35.1M added.
  • The largest Antero Midstream seller in Q1 2024 was Morgan Stanley, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2024.