We are live on ! Find out more
WES icon

Western Midstream Partners

191 hedge funds and large institutions have $4.47B invested in Western Midstream Partners in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $7.14M

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

10% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 59

4% more funds holding

Funds holding: 184191 (+7)

4% more capital invested

Capital invested by funds: $4.3B → $4.47B (+$174M)

0.12% more ownership

Funds ownership: 42.55%42.67% (+0.12%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
3.03%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
17
Increased
65
Reduced
59
Closed
8
Calls
$45.9M
Puts
$7.14M
Net Calls
+$38.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$4.91M -$495K -18,251 -9%
SOAMC
52
Spirit of America Management Corp
New York
$4.85M +$109K +4,000 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$4.72M +$4.07M +149,897 +641%
MSRPS
54
Maryland State Retirement & Pension System
Maryland
$4.35M -$1.18M -43,540 -21%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$4.26M
AP
56
Americana Partners
Texas
$3.9M -$343K -12,639 -8%
NAM
57
Nexpoint Asset Management
Texas
$3.79M
CM
58
Castleark Management
Illinois
$3.45M
TYCC
59
Texas Yale Capital Corp
Florida
$3.34M +$21K +775 +0.6%
TA
60
Tectonic Advisors
Texas
$3.32M +$65.7K +2,421 +2%
HAI
61
Hennessy Advisors Inc
California
$3.29M
ECM
62
Evergreen Capital Management
Washington
$3.13M
GT
63
Glenmede Trust
Pennsylvania
$3.1M +$82.5K +3,041 +3%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$2.98M +$782K +28,821 +36%
LC
65
Lavaca Capital
Texas
$2.94M
RJA
66
Raymond James & Associates
Florida
$2.67M +$607K +22,380 +30%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$2.63M -$295K -10,880 -10%
SFM
68
Soros Fund Management
New York
$2.57M
Mariner
69
Mariner
Kansas
$2.54M +$515K +18,983 +26%
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$2.42M +$345K +12,718 +17%
DAC
71
Dividend Assets Capital
South Carolina
$2.31M -$122K -4,498 -5%
LPL Financial
72
LPL Financial
California
$2.29M +$164K +6,029 +8%
AAM
73
Advisors Asset Management
Colorado
$2.22M -$542K -19,981 -20%
EM
74
ELCO Management
New York
$2.17M -$14.1K -519 -0.6%
CCM
75
Chilton Capital Management
Texas
$2.11M