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Western Midstream Partners

168 hedge funds and large institutions have $1.55B invested in Western Midstream Partners in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more capital invested

Capital invested by funds: $535M → $1.55B (+$1.01B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

2.12% less ownership

Funds ownership: 37.01%34.88% (-2.1%)

9% less funds holding

Funds holding: 185168 (-17)

35% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 43

67% less call options, than puts

Call options by funds: $8.32M | Put options by funds: $25.2M

Holders
168
Holders Change
-17
Holders Change %
-9.19%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
28
Increased
55
Reduced
57
Closed
43
Calls
$8.32M
Puts
$25.2M
Net Calls
-$16.9M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$597K -$74.9K -9,041 -13%
AAM
77
Advisors Asset Management
Colorado
$578K +$102K +12,325 +27%
LCM
78
Lucas Capital Management
New Jersey
$508K -$323K -38,978 -44%
ECG
79
Edge Capital Group
Georgia
$492K
VF
80
Virtu Financial
New York
$465K +$384K +46,326 New
Creative Planning
81
Creative Planning
Kansas
$463K -$307K -37,031 -45%
Truist Financial
82
Truist Financial
North Carolina
$414K +$213K +25,756 +167%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$412K +$340K +41,053 New
HighTower Advisors
84
HighTower Advisors
Illinois
$396K +$4.97K +600 +2%
AFG
85
American Financial Group
Ohio
$382K +$24.9K +3,000 +9%
ACI
86
AMP Capital Investors
Australia
$376K -$139K -16,800 -31%
CPIG
87
Chicago Partners Investment Group
Illinois
$364K -$4.55K -549 -1%
IFG
88
Independent Financial Group
California
$296K +$149K +18,000 +157%
CRIG
89
Charter Research & Investment Group
Connecticut
$287K -$20.2K -2,442 -8%
MAM
90
Marquette Asset Management
Minnesota
$285K
JMPWA
91
JP Morgan Private Wealth Advisors
California
$280K -$19.8K -2,394 -8%
CFB
92
Cullen/Frost Bankers
Texas
$270K
FIM
93
Frontier Investment Management
Texas
$260K +$15.4K +1,860 +8%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$256K +$94K +11,348 +80%
ADMI
95
Albert D. Mason Inc
Massachusetts
$241K +$2.32K +280 +1%
M&T Bank
96
M&T Bank
New York
$238K -$98.1K -11,844 -33%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$238K +$46.9K +5,660 +31%
Osaic Holdings
98
Osaic Holdings
Arizona
$234K +$22.3K +2,692 +13%
BC
99
Barnett & Company
Tennessee
$217K -$5.8K -700 -3%
US Bancorp
100
US Bancorp
Minnesota
$207K +$7.67K +925 +5%