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Western Midstream Partners
WES

181 hedge funds and large institutions have $2.13B invested in Western Midstream Partners in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $1.2B → $2.13B (+$928M)

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 166 → 181 (+15)

3.22% more ownership

Funds ownership: 33.74% → 36.95% (+3.2%)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.5M

Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
40
Increased
47
Reduced
63
Closed
25
Calls
$11.9M
Puts
$19.5M
Net Calls
-$7.63M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$43.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$25.5M
3
EGA
Eagle Global Advisors
Texas
+$17.9M
4
AA
ALPS Advisors
Colorado
+$13.6M
5
Goldman Sachs
Goldman Sachs
New York
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
-$39.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$21.6M
3
Invesco
Invesco
Georgia
-$9.01M
4
PPA
Parametric Portfolio Associates
Washington
-$6.95M
5
LCM
Lonestar Capital Management
California
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
26
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.6M +$2.87M +249,928 +34%
Wells Fargo
27
Wells Fargo
California
$11.1M +$2.55M +222,195 +38%
Jennison Associates
28
Jennison Associates
New York
$9.91M +$8.24M +717,389 New
B
29
Barings
North Carolina
$9.56M – – –
CS
30
Credit Suisse
Switzerland
$9.44M -$16K -1,393 -0.2%
First Trust Advisors
31
First Trust Advisors
Illinois
$9.36M -$2.98M -259,697 -28%
FCM
32
Fairholme Capital Management
Florida
$7.69M +$191K +16,600 +3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$7.03M -$5.08M -442,008 -46%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$6.51M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$6.45M +$53.4K +4,649 +1%
LCM
36
Lonestar Capital Management
California
$5.53M -$6.66M -580,000 -59%
HM
37
Heronetta Management
New York
$5.04M – – –
AAA
38
Adams Asset Advisors
Texas
$4.76M – – –
SIA
39
Sovereign Investment Advisors
Arizona
$3.79M – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$3.65M -$207K -18,036 -6%
RIA
41
Recurrent Investment Advisors
Texas
$3.57M +$2.97M +258,185 New
NAM
42
Nexpoint Asset Management
Texas
$3.43M – – –
MWNA
43
Marshall Wace North America
New York
$3.36M +$2.79M +243,206 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$3.15M +$246K +21,456 +12%
NC
45
NBW Capital
Massachusetts
$2.88M -$763K -66,397 -24%
NIM
46
NXG Investment Management
Texas
$2.8M +$2.33M +202,475 New
TB
47
Terril Brothers
Missouri
$2.72M -$46.5K -4,050 -2%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$2.67M +$27K +2,347 +1%
VEA
49
Virtus ETF Advisers
New York
$2.52M +$926K +80,597 +79%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.5M -$3.69M -320,966 -64%
1
2
3 4 5

WES Hedge Fund Activity: Q4 2020 in Review

181 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2020, worth a combined $2.13B — up 77% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WES positions and 25 closed out — a net gain of 15 holders — while 47 added to existing stakes and 63 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $43.4M. The largest seller was Brookfield Corp, cutting an estimated $39.1M.

  • 181 institutional investors held Western Midstream Partners (WES) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $2.13B of Western Midstream Partners stock for Q4 2020, up 77% quarter-over-quarter.
  • 40 funds opened new Western Midstream Partners positions in Q4 2020 and 25 closed out, a net change of +15 holders.
  • The largest Western Midstream Partners buyer in Q4 2020 was Blackstone Inc, an estimated $43.4M added.
  • The largest Western Midstream Partners seller in Q4 2020 was Brookfield Corp, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.