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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
76
Livforsakringsbolaget Skandia
Sweden
$1.72M
IFAM
77
Institutional & Family Asset Management
Colorado
$1.55M +$588K +21,901 +59%
SAM
78
Silvercrest Asset Management
New York
$1.55M -$20.7K -770 -1%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$1.46M +$331K +12,325 +29%
Citigroup
80
Citigroup
New York
$1.45M -$13.8M -514,405 -90%
BlackRock
81
BlackRock
New York
$1.4M
ADMI
82
Albert D. Mason Inc
Massachusetts
$1.29M -$2.18K -81 -0.2%
BCM
83
Basso Capital Management
Connecticut
$1.14M
ACP
84
Aveo Capital Partners
Colorado
$1.12M -$116K -4,300 -9%
ZIG
85
Zurich Insurance Group
Switzerland
$1.07M
SI
86
Stephens Inc
Arkansas
$1.06M +$17.5K +650 +2%
KeyBank National Association
87
KeyBank National Association
Ohio
$1M +$191K +7,124 +23%
PL
88
Parkwood LLC
Ohio
$1M +$20.9K +777 +2%
OAM
89
Oppenheimer Asset Management
New York
$997K +$143K +5,336 +16%
HighTower Advisors
90
HighTower Advisors
Illinois
$986K +$57.3K +2,134 +6%
BRWA
91
B. Riley Wealth Advisors
Florida
$945K -$5.16K -192 -0.5%
RCM
92
Requisite Capital Management
Texas
$926K
RWM
93
Rockwood Wealth Management
Pennsylvania
$881K +$449K +16,713 +100%
IC
94
IEQ Capital
California
$856K +$120K +4,454 +16%
TNA
95
True North Advisors
Texas
$761K +$775K +28,859 New
LC
96
Lindbrook Capital
California
$745K +$174K +6,475 +30%
Northern Trust
97
Northern Trust
Illinois
$738K +$82.6K +3,076 +12%
LCAM
98
London & Capital Asset Management
United Kingdom
$728K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$717K +$437K +16,277 +148%
CPIG
100
Chicago Partners Investment Group
Illinois
$689K +$5.05K +188 +0.7%

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.