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Western Midstream Partners

196 hedge funds and large institutions have $4.83B invested in Western Midstream Partners in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.74M

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $4.47B → $4.83B (+$361M)

3% more funds holding

Funds holding: 191196 (+5)

0.82% more ownership

Funds ownership: 42.67%43.5% (+0.82%)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
27
Increased
65
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
76
Pinnacle Holdings
Oklahoma
$2.04M +$128K +4,595 +7%
Stifel Financial
77
Stifel Financial
Missouri
$1.93M -$122K -4,351 -6%
IFAM
78
Institutional & Family Asset Management
Colorado
$1.92M -$46K -1,648 -2%
EM
79
ELCO Management
New York
$1.73M -$572K -20,485 -26%
VanEck Associates
80
VanEck Associates
New York
$1.7M +$828K +29,637 +104%
DS
81
DRW Securities
Illinois
$1.55M +$1.48M +52,979 New
GA
82
GraniteShares Advisors
New York
$1.52M +$1.45M +51,986 New
AWA
83
Arkadios Wealth Advisors
Georgia
$1.46M
HighTower Advisors
84
HighTower Advisors
Illinois
$1.42M -$93.2K -3,338 -6%
ADMI
85
Albert D. Mason Inc
Massachusetts
$1.4M -$894 -32 -0.1%
SI
86
Stephens Inc
Arkansas
$1.23M +$1.68K +60 +0.1%
PL
87
Parkwood LLC
Ohio
$1.22M
BCM
88
Basso Capital Management
Connecticut
$1.2M
ACP
89
Aveo Capital Partners
Colorado
$1.16M -$36.3K -1,300 -3%
SAM
90
Silvercrest Asset Management
New York
$1.11M -$99.9K -3,575 -9%
LC
91
Lindbrook Capital
California
$1.11M +$144K +5,159 +16%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$1.09M +$258K +9,232 +33%
KeyBank National Association
93
KeyBank National Association
Ohio
$1.06M
BI
94
Bramshill Investments
Florida
$1.04M +$990K +35,452 New
OAM
95
Oppenheimer Asset Management
New York
$985K +$11.6K +417 +1%
Pacer Advisors
96
Pacer Advisors
Pennsylvania
$982K +$189K +6,760 +25%
BRWA
97
B. Riley Wealth Advisors
Florida
$982K -$15.5K -554 -2%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$976K +$931K +33,341 New
RCM
99
Requisite Capital Management
Texas
$972K -$53K -1,898 -5%
IC
100
IEQ Capital
California
$904K +$23.3K +834 +3%

WES Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2023, worth a combined $4.83B — up 8.1% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 19 closed out — a net gain of 8 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $33.9M.

  • 196 institutional investors held Western Midstream Partners (WES) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $4.83B of Western Midstream Partners stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Western Midstream Partners buyer in Q4 2023 was Invesco, an estimated $72.6M added.
  • The largest Western Midstream Partners seller in Q4 2023 was Tortoise Capital Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.