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Western Midstream Partners
WES

Overview Fund Activity

195 hedge funds and large institutions have $4.83B invested in Western Midstream Partners in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
2.86%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
27
Increased
64
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M

Top Buyers

1
Invesco
1
Invesco
Georgia
$683M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$184M
4
Barclays
4
Barclays
United Kingdom
$35.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$326M

Top Sellers

1
TCA
1
Tortoise Capital Advisors
Kansas
$277M
2
AA
2
ALPS Advisors
Colorado
$946M
3
Blackstone Inc
3
Blackstone Inc
New York
$372M
4
N
4
Natixis
France
$0
5
EIP
5
Energy Income Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$35.3M 1,205,446 +458,454 +61%
Bank of America
27
Bank of America
North Carolina
$34.2M 1,170,416 -43,187 -4%
Jennison Associates
28
Jennison Associates
New York
$28.8M 983,685 +115,336 +13%
First Trust Advisors
29
First Trust Advisors
Illinois
$24.9M 849,726 -210,240 -20%
Allianz Asset Management
30
Allianz Asset Management
Germany
$20.7M 708,256 +157,700 +29%
LIM
31
Longfellow Investment Management
Massachusetts
$15.4M 524,705 – –
DPIM
32
Duff & Phelps Investment Management
Illinois
$11.2M 383,000 -64,000 -14%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$11.1M 379,329 +21,417 +6%
AAA
34
Adams Asset Advisors
Texas
$9.7M 331,383 – –
TYCC
35
Texas Yale Capital Corp
Florida
$9.59M 327,598 +204,898 +167%
NC
36
NBW Capital
Massachusetts
$9.42M 322,010 +64,370 +25%
CCA
37
Catalyst Capital Advisors
New York
$9.13M 311,920 – –
KIA
38
Knollwood Investment Advisory
Maryland
$8.81M 301,032 – –
SIA
39
Sovereign Investment Advisors
Arizona
$8.03M 274,479 – –
Nomura Holdings
40
Nomura Holdings
Japan
$7.9M 270,000 +69,000 +34%
SPS
41
Susquehanna Portfolio Strategies
Pennsylvania
$7.86M 268,494 +268,494 New
TIS
42
Tortoise Index Solutions
Kansas
$7.34M 250,866 +25,601 +11%
ETC
43
Exchange Traded Concepts
Oklahoma
$7.32M 250,258 +24,993 +11%
Deutsche Bank
44
Deutsche Bank
Germany
$7.08M 241,860 – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$6.72M 229,584 +14,805 +7%
HM
46
Heronetta Management
New York
$6.66M 227,673 +8,000 +4%
TB
47
Terril Brothers
Missouri
$6.48M 221,500 -3,200 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.63M 192,514 +12,200 +7%
SOAMC
49
Spirit of America Management Corp
New York
$5.31M 181,350 +3,250 +2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.8M 164,159 -9,134 -5%
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