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Western Midstream Partners

273 hedge funds and large institutions have $6.03B invested in Western Midstream Partners in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $18.2M

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more capital invested

Capital invested by funds: $6.01B → $6.03B (+$23M)

0% more funds holding

Funds holding: 272273 (+1)

0.05% less ownership

Funds ownership: 41.27%41.21% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
273
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
35
Increased
93
Reduced
63
Closed
28
Calls
$35.7M
Puts
$18.2M
Net Calls
+$17.5M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avondale Wealth Management
Texas
$76.9K +$77.2K +2,000 New
CMA
227
Cedar Mountain Advisors
Oregon
$74.9K -$8.11K -210 -10%
FFA
228
Farther Finance Advisors
California
$74.4K +$19.2K +498 +35%
EWA
229
EverSource Wealth Advisors
Alabama
$69.2K
AF
230
Allworth Financial
California
$63K
FHA
231
First Horizon Advisors
Tennessee
$57.8K +$618 +16 +1%
KG
232
Kieckhefer Group
Wisconsin
$57.6K +$57.9K +1,500 New
EF
233
Empowered Funds
Pennsylvania
$52.8K +$53K +1,374 New
FFO
234
Fortitude Family Office
Arizona
$51.4K -$8.57K -222 -14%
GRP
235
Global Retirement Partners
California
$51.1K +$51.4K +1,331 New
MA
236
MCF Advisors
Kentucky
$50K
SC
237
SouthState Corp
Florida
$48.1K
LJHT
238
Laurie J. Hall Trustee
$48K
HI
239
Harbour Investments
Wisconsin
$45.3K +$38.6K +1,000 +556%
HPC
240
HM Payson & Co
Maine
$43.1K
ANBT
241
American National Bank & Trust
Texas
$41.7K
SWM
242
Spire Wealth Management
Virginia
$39.7K
CSP
243
Cary Street Partners
Virginia
$39.1K +$39.3K +1,017 New
EBA
244
Eagle Bay Advisors
New York
$37.4K -$3.17K -82 -8%
WIM
245
Westside Investment Management
California
$34.6K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$27.2K
GWSG
247
GPS Wealth Strategies Group
Colorado
$26.7K +$618 +16 +2%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$24.1K +$22K +571 +1,002%
AW
249
Avion Wealth
Texas
$23K
TC
250
Truvestments Capital
Florida
$22.5K

WES Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2024, worth a combined $6.03B — up 0.38% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WES positions and 28 closed out — a net gain of 7 holders — while 93 added to existing stakes and 63 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $118M. The largest seller was Westwood Holdings Group, cutting an estimated $83.6M.

  • 273 institutional investors held Western Midstream Partners (WES) as of Q4 2024, up from 272 in Q3 2024.
  • Funds reported $6.03B of Western Midstream Partners stock for Q4 2024, up 0.38% quarter-over-quarter.
  • 35 funds opened new Western Midstream Partners positions in Q4 2024 and 28 closed out, a net change of +7 holders.
  • The largest Western Midstream Partners buyer in Q4 2024 was ALPS Advisors, an estimated $118M added.
  • The largest Western Midstream Partners seller in Q4 2024 was Westwood Holdings Group, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2024.