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Western Midstream Partners

217 hedge funds and large institutions have $5.47B invested in Western Midstream Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

76% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $27.8M

13% more capital invested

Capital invested by funds: $4.83B → $5.47B (+$643M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 196217 (+21)

2.7% less ownership

Funds ownership: 43.5%40.8% (-2.7%)

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

Holders
217
Holders Change
+21
Holders Change %
+10.71%
% of All Funds
3.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
61
Reduced
73
Closed
12
Calls
$48.9M
Puts
$27.8M
Net Calls
+$21.2M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$2.28M -$53.3K -1,716 -3%
IFAM
77
Institutional & Family Asset Management
Colorado
$2.22M -$98.2K -3,162 -5%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$2.18M -$5.22M -168,141 -73%
DAC
79
Dividend Assets Capital
South Carolina
$2.15M -$343K -11,039 -15%
GA
80
GraniteShares Advisors
New York
$2.12M +$236K +7,588 +15%
EM
81
ELCO Management
New York
$2.1M -$6.64K -214 -0.4%
GCP
82
GSA Capital Partners
United Kingdom
$1.97M +$1.72M +55,329 New
AWA
83
Arkadios Wealth Advisors
Georgia
$1.78M
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$1.72M +$1.5M +48,455 New
ADMI
85
Albert D. Mason Inc
Massachusetts
$1.72M +$15.2K +490 +1%
CIS
86
Custom Index Systems
New York
$1.56M +$1.36M +43,848 New
MFS
87
Mirabella Financial Services
United Kingdom
$1.54M +$1.35M +43,440 New
BCM
88
Basso Capital Management
Connecticut
$1.46M
SI
89
Stephens Inc
Arkansas
$1.45M -$31K -1,000 -2%
Pacer Advisors
90
Pacer Advisors
Pennsylvania
$1.45M +$228K +7,344 +22%
PL
91
Parkwood LLC
Ohio
$1.37M -$95.8K -3,087 -7%
SAM
92
Silvercrest Asset Management
New York
$1.35M +$404 +13 +0%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$1.34M +$12.1K +390 +1%
LC
94
Lindbrook Capital
California
$1.33M -$13.4K -433 -1%
KeyBank National Association
95
KeyBank National Association
Ohio
$1.29M
ACP
96
Aveo Capital Partners
Colorado
$1.28M -$107K -3,450 -9%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.21M +$676K +21,765 +177%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$1.19M +$1.74K +56 +0.2%
RCM
99
Requisite Capital Management
Texas
$1.18M
OAM
100
Oppenheimer Asset Management
New York
$1.07M -$108K -3,475 -10%

WES Hedge Fund Activity: Q1 2024 in Review

217 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2024, worth a combined $5.47B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WES positions and 12 closed out — a net gain of 22 holders — while 61 added to existing stakes and 73 trimmed.

The largest buyer was Jennison Associates, adding an estimated $29.3M. The largest seller was ALPS Advisors, cutting an estimated $67.6M.

  • 217 institutional investors held Western Midstream Partners (WES) as of Q1 2024, up from 196 in Q4 2023.
  • Funds reported $5.47B of Western Midstream Partners stock for Q1 2024, up 13% quarter-over-quarter.
  • 34 funds opened new Western Midstream Partners positions in Q1 2024 and 12 closed out, a net change of +22 holders.
  • The largest Western Midstream Partners buyer in Q1 2024 was Jennison Associates, an estimated $29.3M added.
  • The largest Western Midstream Partners seller in Q1 2024 was ALPS Advisors, an estimated $67.6M sold.

Based on aggregated 13F filings for Q1 2024.