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Western Midstream Partners

117 hedge funds and large institutions have $1.68B invested in Western Midstream Partners in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $614K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

2.59% less ownership

Funds ownership: 30.19%27.6% (-2.6%)

4% less funds holding

Funds holding: 122117 (-5)

8% less capital invested

Capital invested by funds: $1.82B → $1.68B (-$137M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
7
Increased
46
Reduced
38
Closed
12
Calls
$1.28M
Puts
$614K
Net Calls
+$668K
Net Calls Change
-$526K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$400K -$46.6K -1,060 -10%
KeyBank National Association
77
KeyBank National Association
Ohio
$391K +$19.3K +440 +5%
RJA
78
Raymond James & Associates
Florida
$365K -$21.3K -485 -5%
FNT
79
First National Trust
Pennsylvania
$341K
William Blair & Company
80
William Blair & Company
Illinois
$334K +$81.6K +1,855 +31%
SFM
81
Signature Financial Management
Virginia
$327K +$2.2K +50 +0.7%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$322K
CIBC Asset Management
83
CIBC Asset Management
Ontario, Canada
$301K
HighTower Advisors
84
HighTower Advisors
Illinois
$298K -$2.57M -58,513 -89%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K +$19.9K +452 +7%
LFAS
86
Level Four Advisory Services
Texas
$280K -$43K -978 -14%
LNWWM
87
Laird Norton Wetherby Wealth Management
California
$258K +$26.4K +600 +11%
SI
88
Stephens Inc
Arkansas
$257K -$22K -500 -8%
DA
89
Doliver Advisors
Texas
$241K +$246K +5,598 New
CWA
90
Cypress Wealth Advisors
California
$232K -$926K -21,050 -80%
PCP
91
Proficio Capital Partners
Massachusetts
$226K +$22.8K +519 +11%
BF
92
BOK Financial
Oklahoma
$216K +$3.3K +75 +2%
SCM
93
Sterling Capital Management
North Carolina
$214K
CG
94
Clinton Group
New York
$201K +$205K +4,661 New
TWMP
95
Taylor Wealth Management Partners
Massachusetts
$198K
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$169K +$22.1K +503 +15%
CWM
97
Cedar Wealth Management
California
$152K
MFW
98
Mosaic Family Wealth
Missouri
$102K -$17.9K -407 -15%
AIM
99
Acrospire Investment Management
Illinois
$67K -$13.2K -300 -16%
US Bancorp
100
US Bancorp
Minnesota
$61K

WES Hedge Fund Activity: Q2 2017 in Review

117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q2 2017, worth a combined $1.68B — down 7.6% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WES and 7 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $50.8M. The largest seller was Morgan Stanley, cutting an estimated $42.6M.

  • 117 institutional investors held Western Midstream Partners (WES) as of Q2 2017, down from 122 in Q1 2017.
  • Funds reported $1.68B of Western Midstream Partners stock for Q2 2017, down 7.6% quarter-over-quarter.
  • 7 funds opened new Western Midstream Partners positions in Q2 2017 and 12 closed out, a net change of -5 holders.
  • The largest Western Midstream Partners buyer in Q2 2017 was Bank of America, an estimated $50.8M added.
  • The largest Western Midstream Partners seller in Q2 2017 was Morgan Stanley, an estimated $42.6M sold.

Based on aggregated 13F filings for Q2 2017.