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Western Midstream Partners
WES

Overview Fund Activity

183 hedge funds and large institutions have $4.3B invested in Western Midstream Partners in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
11
Increased
54
Reduced
61
Closed
18
Calls
$36.1M
Puts
$9.18M
Net Calls
+$26.9M
Net Calls Change
+$7.11M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$787M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$10.2M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$124M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.24M
5
Invesco
5
Invesco
Georgia
$483M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$38.7M
2
UBS Group
2
UBS Group
Switzerland
$59.1M
3
CCM
3
Chickasaw Capital Management
Tennessee
$200M
4
WHG
4
Westwood Holdings Group
Texas
$70.2M
5
TCA
5
Tortoise Capital Advisors
Kansas
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
NIM
26
NXG Investment Management
Texas
$28.2M 1,063,577 -122,010 -10%
RIA
27
Recurrent Investment Advisors
Texas
$27.8M 1,047,735 +40,905 +4%
First Trust Advisors
28
First Trust Advisors
Illinois
$25.6M 965,975 -137,145 -12%
Jennison Associates
29
Jennison Associates
New York
$24.6M 927,616 -254,677 -22%
DPIM
30
Duff & Phelps Investment Management
Illinois
$16.5M 622,000 -4,252 -0.7%
Deutsche Bank
31
Deutsche Bank
Germany
$15.8M 595,260 – –
Allianz Asset Management
32
Allianz Asset Management
Germany
$14.7M 552,856 – –
EIP
33
Energy Income Partners
Connecticut
$14.1M 531,290 +21,270 +4%
LIM
34
Longfellow Investment Management
Massachusetts
$13.6M 514,687 +75,927 +17%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$10.2M 383,053 +246,427 +180%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$8.19M 308,950 +2,731 +0.9%
AAA
37
Adams Asset Advisors
Texas
$8.06M 303,878 – –
KIA
38
Knollwood Investment Advisory
Maryland
$7.98M 301,032 – –
TB
39
Terril Brothers
Missouri
$7.33M 276,500 -850 -0.3%
SIA
40
Sovereign Investment Advisors
Arizona
$7.28M 274,479 – –
NC
41
NBW Capital
Massachusetts
$7.07M 266,755 -34,130 -11%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$6.24M 235,205 +225,689 +2,372%
HM
43
Heronetta Management
New York
$5.75M 216,773 – –
N
44
Natixis
France
$5.44M 205,000 – –
MSRPS
45
Maryland State Retirement & Pension System
Maryland
$5.39M 203,112 +5,887 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.27M 198,565 +7,439 +4%
TIS
47
Tortoise Index Solutions
Kansas
$4.8M 181,020 -20,597 -10%
ETC
48
Exchange Traded Concepts
Oklahoma
$4.8M 181,020 +181,020 New
SOAMC
49
Spirit of America Management Corp
New York
$4.62M 174,100 – –
CCA
50
Catalyst Capital Advisors
New York
$4.19M 158,177 -4,000 -2%
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