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Western Midstream Partners

108 hedge funds and large institutions have $1.47B invested in Western Midstream Partners in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

40% more capital invested

Capital invested by funds: $1.05B → $1.47B (+$417M)

10% more funds holding

Funds holding: 98108 (+10)

6.41% more ownership

Funds ownership: 22.94%29.36% (+6.4%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

87% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $29.1M

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
37
Reduced
35
Closed
12
Calls
$3.65M
Puts
$29.1M
Net Calls
-$25.5M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
101
First Horizon Advisors
Tennessee
$15K -$10.8K -275 -40%
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
Creative Planning
103
Creative Planning
Kansas
$11K -$7.3K -185 -40%
WA
104
WealthTrust-Arizona
Arizona
$8K +$5.92K +150 +300%
CFA
105
Carroll Financial Associates
North Carolina
$7K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$7K +$7.53K +191 New
MWP
107
MYCIO Wealth Partners
Pennsylvania
$6K
Cohen & Steers
108
Cohen & Steers
New York
$6K +$2.76K +70 +74%
AWM
109
Avior Wealth Management
Nebraska
$4K
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$2K
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
-$6.06M -170,031 Closed
DCM
112
Driehaus Capital Management
Illinois
-$1.28M -35,808 Closed
PIM
113
Perkins Investment Management
Illinois
-$1.1M -31,000 Closed
TAM
114
TPH Asset Management
Texas
-$1.05M -29,537 Closed
Stifel Financial
115
Stifel Financial
Missouri
-$862K -24,200 Closed
State Street
116
State Street
Massachusetts
-$808K -22,665 Closed
JWM
117
Jacobus Wealth Management
Wisconsin
-$684K -19,190 Closed
LPL Financial
118
LPL Financial
California
-$276K -8,450 Closed
IA
119
IFP Advisors
Florida
-$81K -2,584 Closed
TDC
120
Thompson Davis & Co
Virginia
-$25K -699 Closed
Bessemer Group
121
Bessemer Group
New Jersey
-$17K -484 Closed
CG
122
Cutler Group
California
-$6.35K -161 Closed