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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
SOAMC
51
Spirit of America Management Corp
New York
$6.43M -$15.5K -500 -0.3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$5.63M -$178K -5,734 -3%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$5.57M
MSRPS
54
Maryland State Retirement & Pension System
Maryland
$5.55M +$79.3K +2,556 +2%
CM
55
Castleark Management
Illinois
$5.1M +$517K +16,650 +13%
AP
56
Americana Partners
Texas
$4.96M -$116K -3,741 -3%
NAM
57
Nexpoint Asset Management
Texas
$4.94M
TA
58
Tectonic Advisors
Texas
$4.52M +$78.6K +2,532 +2%
HAI
59
Hennessy Advisors Inc
California
$4.29M
Jane Street
60
Jane Street
New York
$3.93M -$176K -5,678 -5%
LC
61
Lavaca Capital
Texas
$3.84M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$3.57M +$572K +18,413 +22%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$3.54M -$310K -10,000 -9%
LPL Financial
64
LPL Financial
California
$3.49M +$582K +18,756 +24%
Citigroup
65
Citigroup
New York
$3.49M +$2.14M +69,049 +238%
SFM
66
Soros Fund Management
New York
$3.36M
GT
67
Glenmede Trust
Pennsylvania
$3.23M -$28.3K -911 -1%
Mariner
68
Mariner
Kansas
$3.12M -$176K -5,683 -6%
RJA
69
Raymond James & Associates
Florida
$2.84M -$745K -24,000 -23%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.81M +$948K +30,524 +63%
AAM
71
Advisors Asset Management
Colorado
$2.63M -$276K -8,878 -11%
LCM
72
Lonestar Capital Management
California
$2.49M
PH
73
Pinnacle Holdings
Oklahoma
$2.45M -$18.5K -595 -0.9%
CCM
74
Chilton Capital Management
Texas
$2.39M -$180K -5,790 -8%
BlackRock
75
BlackRock
New York
$2.33M -$133K -4,293 -6%

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.