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Western Midstream Partners

95 hedge funds and large institutions have $1.05B invested in Western Midstream Partners in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $713K | Put options by funds: $529K

0.08% more ownership

Funds ownership: 22.76%22.83% (+0.08%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 10195 (-6)

9% less capital invested

Capital invested by funds: $1.15B → $1.05B (-$102M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
35
Reduced
36
Closed
16
Calls
$713K
Puts
$529K
Net Calls
+$184K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$189K +$209K +5,250 New
MFW
77
Mosaic Family Wealth
Missouri
$133K +$147K +3,687 New
US Bancorp
78
US Bancorp
Minnesota
$109K
HCC
79
Hirtle Callaghan & Co
Pennsylvania
$84K
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$60K -$3.47K -87 -5%
BL
81
Balentine LLC
Georgia
$51K
FHA
82
First Horizon Advisors
Tennessee
$36K +$23.9K +600 +148%
QT
83
Quantbot Technologies
New York
$32K -$49K -1,230 -58%
CTC
84
Central Trust Company
Missouri
$25K
SEI Investments
85
SEI Investments
Pennsylvania
$19K +$20.5K +514 New
CG
86
Cutler Group
California
$15K +$17.4K +436 New
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
Creative Planning
88
Creative Planning
Kansas
$8K
MWP
89
MYCIO Wealth Partners
Pennsylvania
$6K +$6.41K +161 New
Cohen & Steers
90
Cohen & Steers
New York
$5K +$4.98K +125 New
AWM
91
Avior Wealth Management
Nebraska
$4K
AIG
92
American International Group
New York
$2K +$1.67K +42 New
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$2K +$2.39K +60 New
TAM
94
TPH Asset Management
Texas
$1.7K -$6.56M -164,689 -78%
N
95
Nuveen
North Carolina
$1.39K -$184K -4,607 -11%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218
HFA
97
Harvest Fund Advisors
Pennsylvania
-$31.6M -802,590 Closed
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
-$2.92M -74,000 Closed
JG
99
Jefferies Group
New York
-$1.36M -34,458 Closed
PL
100
Parkwood LLC
Ohio
-$1.34M -34,000 Closed

WES Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2015, worth a combined $1.05B — down 8.8% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WES and 12 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Neuberger Berman Group, adding an estimated $81.8M. The largest seller was Harvest Fund Advisors, exiting entirely with an estimated $31.6M sold.

  • 95 institutional investors held Western Midstream Partners (WES) as of Q4 2015, down from 101 in Q3 2015.
  • Funds reported $1.05B of Western Midstream Partners stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 12 funds opened new Western Midstream Partners positions in Q4 2015 and 16 closed out, a net change of -4 holders.
  • The largest Western Midstream Partners buyer in Q4 2015 was Neuberger Berman Group, an estimated $81.8M added.
  • The largest Western Midstream Partners seller in Q4 2015 was Harvest Fund Advisors, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2015.