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Western Midstream Partners

196 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, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.74M

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $4.47B → $4.83B (+$361M)

3% more funds holding

Funds holding: 191196 (+5)

0.82% more ownership

Funds ownership: 42.67%43.5% (+0.82%)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% 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
65
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$35.3M +$12.8M +458,454 +61%
Bank of America
27
Bank of America
North Carolina
$34.2M -$1.21M -43,187 -4%
Jennison Associates
28
Jennison Associates
New York
$28.8M +$3.22M +115,336 +13%
First Trust Advisors
29
First Trust Advisors
Illinois
$24.9M -$5.87M -210,240 -20%
Allianz Asset Management
30
Allianz Asset Management
Germany
$20.7M +$4.4M +157,700 +29%
LIM
31
Longfellow Investment Management
Massachusetts
$15.4M
DPIM
32
Duff & Phelps Investment Management
Illinois
$11.2M -$1.79M -64,000 -14%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$11.1M +$598K +21,417 +6%
AAA
34
Adams Asset Advisors
Texas
$9.7M
TYCC
35
Texas Yale Capital Corp
Florida
$9.59M +$5.72M +204,898 +167%
NC
36
NBW Capital
Massachusetts
$9.42M +$1.8M +64,370 +25%
CCA
37
Catalyst Capital Advisors
New York
$9.13M
KIA
38
Knollwood Investment Advisory
Maryland
$8.81M
SIA
39
Sovereign Investment Advisors
Arizona
$8.03M
Nomura Holdings
40
Nomura Holdings
Japan
$7.9M +$1.93M +69,000 +34%
SPS
41
Susquehanna Portfolio Strategies
Pennsylvania
$7.86M +$7.5M +268,494 New
TIS
42
Tortoise Index Solutions
Kansas
$7.34M +$715K +25,601 +11%
ETC
43
Exchange Traded Concepts
Oklahoma
$7.32M +$698K +24,993 +11%
Deutsche Bank
44
Deutsche Bank
Germany
$7.08M
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$6.72M +$414K +14,805 +7%
HM
46
Heronetta Management
New York
$6.66M +$223K +8,000 +4%
TB
47
Terril Brothers
Missouri
$6.48M -$89.4K -3,200 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.63M +$341K +12,200 +7%
SOAMC
49
Spirit of America Management Corp
New York
$5.31M +$90.8K +3,250 +2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.8M -$255K -9,134 -5%

WES Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2023, worth a combined $4.83B — up 8.1% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 19 closed out — a net gain of 8 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $33.9M.

  • 196 institutional investors held Western Midstream Partners (WES) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $4.83B of Western Midstream Partners stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Western Midstream Partners buyer in Q4 2023 was Invesco, an estimated $72.6M added.
  • The largest Western Midstream Partners seller in Q4 2023 was Tortoise Capital Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.