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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$31.2M -$4.77M -177,480 -13%
Wells Fargo
27
Wells Fargo
California
$29.2M -$25.6M -952,422 -46%
First Trust Advisors
28
First Trust Advisors
Illinois
$29.1M -$15.6M -579,396 -34%
RIA
29
Recurrent Investment Advisors
Texas
$26.6M +$2.8M +104,134 +12%
DPIM
30
Duff & Phelps Investment Management
Illinois
$16.5M -$5.99M -223,000 -26%
Deutsche Bank
31
Deutsche Bank
Germany
$15.7M -$56.5M -2,103,710 -78%
Allianz Asset Management
32
Allianz Asset Management
Germany
$14.6M -$234K -8,700 -2%
EIP
33
Energy Income Partners
Connecticut
$13.4M -$179K -6,668 -1%
LIM
34
Longfellow Investment Management
Massachusetts
$11.6M
RJFSA
35
Raymond James Financial Services Advisors
Florida
$8.08M +$778K +28,973 +10%
AAA
36
Adams Asset Advisors
Texas
$8.01M
KIA
37
Knollwood Investment Advisory
Maryland
$7.94M
NC
38
NBW Capital
Massachusetts
$7.93M -$1.55M -57,595 -16%
NAM
39
Nexpoint Asset Management
Texas
$7.33M
TB
40
Terril Brothers
Missouri
$7.31M +$1.25M +46,500 +20%
SIA
41
Sovereign Investment Advisors
Arizona
$7.24M
Fidelity Investments
42
Fidelity Investments
Massachusetts
$6.8M -$1.35M -50,409 -16%
HM
43
Heronetta Management
New York
$5.72M -$1.67M -61,973 -22%
N
44
Natixis
France
$5.41M -$5.51M -205,000 -50%
TIS
45
Tortoise Index Solutions
Kansas
$5.32M -$823K -30,630 -13%
MSRPS
46
Maryland State Retirement & Pension System
Maryland
$5.2M +$4.05M +150,663 +324%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.04M -$317K -11,785 -6%
CM
48
Castleark Management
Illinois
$4.91M
SOAMC
49
Spirit of America Management Corp
New York
$4.59M +$645K +24,000 +16%
AP
50
Americana Partners
Texas
$4.49M -$99.1K -3,688 -2%

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.