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Western Midstream Partners

217 hedge funds and large institutions have $5.47B invested in Western Midstream Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

76% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $27.8M

13% more capital invested

Capital invested by funds: $4.83B → $5.47B (+$643M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 196217 (+21)

2.7% less ownership

Funds ownership: 43.5%40.8% (-2.7%)

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

Holders
217
Holders Change
+21
Holders Change %
+10.71%
% of All Funds
3.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
61
Reduced
73
Closed
12
Calls
$48.9M
Puts
$27.8M
Net Calls
+$21.2M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$38.4M -$5.61M -180,758 -14%
Allianz Asset Management
27
Allianz Asset Management
Germany
$35.9M +$9.39M +302,378 +43%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$34M -$21.2M -681,633 -42%
First Trust Advisors
29
First Trust Advisors
Illinois
$23.3M -$6.01M -193,533 -23%
LIM
30
Longfellow Investment Management
Massachusetts
$18.7M
RA
31
RR Advisors
Texas
$17.1M -$64.6M -2,080,000 -81%
Nomura Holdings
32
Nomura Holdings
Japan
$16.7M +$6.21M +200,000 +74%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$14.8M +$8.23M +265,143 +174%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$13.7M +$223K +7,188 +2%
TYCC
35
Texas Yale Capital Corp
Florida
$12.7M +$877K +28,249 +9%
Citadel Advisors
36
Citadel Advisors
Florida
$12.4M +$10.3M +332,762 +1,911%
AAA
37
Adams Asset Advisors
Texas
$11.8M
CCA
38
Catalyst Capital Advisors
New York
$11.7M +$528K +17,000 +5%
NC
39
NBW Capital
Massachusetts
$11.4M -$2.42K -78 -0%
KIA
40
Knollwood Investment Advisory
Maryland
$10.7M
HF
41
HRT Financial
New York
$9.98M +$3.82M +123,088 +78%
SIA
42
Sovereign Investment Advisors
Arizona
$9.76M
SPS
43
Susquehanna Portfolio Strategies
Pennsylvania
$9.54M
TB
44
Terril Brothers
Missouri
$8.79M +$796K +25,642 +12%
Deutsche Bank
45
Deutsche Bank
Germany
$8.74M +$124K +4,000 +2%
HM
46
Heronetta Management
New York
$8.09M
ETC
47
Exchange Traded Concepts
Oklahoma
$7M -$1.65M -53,299 -21%
TIS
48
Tortoise Index Solutions
Kansas
$7M -$1.68M -54,091 -22%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$6.7M -$129K -4,163 -2%
ECM
50
Evergreen Capital Management
Washington
$6.53M +$2.23M +71,775 +64%

WES Hedge Fund Activity: Q1 2024 in Review

217 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2024, worth a combined $5.47B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WES positions and 12 closed out — a net gain of 22 holders — while 61 added to existing stakes and 73 trimmed.

The largest buyer was Jennison Associates, adding an estimated $29.3M. The largest seller was ALPS Advisors, cutting an estimated $67.6M.

  • 217 institutional investors held Western Midstream Partners (WES) as of Q1 2024, up from 196 in Q4 2023.
  • Funds reported $5.47B of Western Midstream Partners stock for Q1 2024, up 13% quarter-over-quarter.
  • 34 funds opened new Western Midstream Partners positions in Q1 2024 and 12 closed out, a net change of +22 holders.
  • The largest Western Midstream Partners buyer in Q1 2024 was Jennison Associates, an estimated $29.3M added.
  • The largest Western Midstream Partners seller in Q1 2024 was ALPS Advisors, an estimated $67.6M sold.

Based on aggregated 13F filings for Q1 2024.