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Western Midstream Partners
WES

110 hedge funds and large institutions have $1.66B invested in Western Midstream Partners in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $1.47B → $1.66B (+$197M)

2% more funds holding

Funds holding: 108 → 110 (+2)

0.63% more ownership

Funds ownership: 29.36% → 29.98% (+0.63%)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

84% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $23.5M

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
18
Increased
34
Reduced
42
Closed
14
Calls
$3.66M
Puts
$23.5M
Net Calls
-$19.8M
Net Calls Change
+$5.66M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$101M
2
CCCA
Center Coast Capital Advisors
Texas
+$33.6M
3
CCM
Chickasaw Capital Management
Tennessee
+$27.9M
4
NIM
NXG Investment Management
Texas
+$19.6M
5
TAM
TPH Asset Management
Texas
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$82.9M
2
TCA
Tortoise Capital Advisors
Kansas
-$60.8M
3
Morgan Stanley
Morgan Stanley
New York
-$57.2M
4
UBS Group
UBS Group
Switzerland
-$12.7M
5
AR
Advisory Research
Illinois
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHAM
51
HITE Hedge Asset Management
Massachusetts
$1.52M -$527K -14,000 -28%
WPEP
52
Walnut Private Equity Partners
Nebraska
$1.32M -$1.13M -30,000 -49%
VEA
53
Virtus ETF Advisers
New York
$1.32M +$392K +10,394 +50%
CG
54
Caprock Group
Idaho
$1.28M -$152K -4,039 -12%
CWA
55
Cypress Wealth Advisors
California
$1.21M +$173K +4,600 +19%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$1.05M -$216K -5,740 -19%
RJA
57
Raymond James & Associates
Florida
$894K -$45.1K -1,198 -5%
HM
58
Heronetta Management
New York
$867K – – –
TYCC
59
Texas Yale Capital Corp
Florida
$860K – – –
OFG
60
OTA Financial Group
New York
$797K +$255K +6,772 +56%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$765K – – –
QC
62
Quadrature Capital
United Kingdom
$729K +$647K +17,171 New
LA
63
LVW Advisors
New York
$723K – – –
FRM
64
Fox Run Management
Connecticut
$650K +$576K +15,300 New
SCM
65
Sterling Capital Management
North Carolina
$633K +$335K +8,900 +148%
S
66
SignatureFD
Georgia
$605K -$7.53K -200 -1%
JFA
67
JNBA Financial Advisors
Minnesota
$605K +$537K +14,250 New
AA
68
ALPS Advisors
Colorado
$600K +$165K +4,371 +45%
GC
69
Guggenheim Capital
Illinois
$443K +$101K +2,691 +35%
ClearBridge Investments
70
ClearBridge Investments
New York
$436K -$254K -6,750 -40%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$435K +$6.63K +176 +2%
LW
72
Linscomb Wealth
Texas
$433K +$1.77K +47 +0.5%
SI
73
Stephens Inc
Arkansas
$405K -$9.42K -250 -3%
MA
74
MUFG Americas
New York
$397K +$352K +9,340 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$383K -$6.07K -161 -2%
1 2
3
4 5

WES Hedge Fund Activity: Q3 2016 in Review

110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q3 2016, worth a combined $1.66B — up 13% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WES positions and 14 closed out — a net gain of 4 holders — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $82.9M.

  • 110 institutional investors held Western Midstream Partners (WES) as of Q3 2016, up from 108 in Q2 2016.
  • Funds reported $1.66B of Western Midstream Partners stock for Q3 2016, up 13% quarter-over-quarter.
  • 18 funds opened new Western Midstream Partners positions in Q3 2016 and 14 closed out, a net change of +4 holders.
  • The largest Western Midstream Partners buyer in Q3 2016 was Neuberger Berman Group, an estimated $101M added.
  • The largest Western Midstream Partners seller in Q3 2016 was Goldman Sachs, an estimated $82.9M sold.

Based on aggregated 13F filings for Q3 2016.