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Western Midstream Partners

122 hedge funds and large institutions have $1.82B invested in Western Midstream Partners in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $2.68M

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $1.66B → $1.82B (+$160M)

2% more funds holding

Funds holding: 120122 (+2)

0.22% more ownership

Funds ownership: 29.97%30.19% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
39
Reduced
44
Closed
11
Calls
$3.88M
Puts
$2.68M
Net Calls
+$1.19M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
101
Taylor Wealth Management Partners
Massachusetts
$212K +$190K +4,200 +1,050%
CWM
102
Cedar Wealth Management
California
$163K
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$158K +$68.1K +1,505 +79%
MFW
104
Mosaic Family Wealth
Missouri
$128K +$181 +4 +0.1%
AIM
105
Acrospire Investment Management
Illinois
$86K +$27.2K +600 +48%
US Bancorp
106
US Bancorp
Minnesota
$65K
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$63K
QCG
108
Quadrant Capital Group
Ohio
$41K
BL
109
Balentine LLC
Georgia
$32K
SIAP
110
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$30.8K +680 New
AG
111
Advisor Group
Arizona
$26K +$15.1K +333 +142%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$24K
Creative Planning
113
Creative Planning
Kansas
$23K
BTIS
114
BB&T Investment Services
North Carolina
$22K
HCC
115
Hirtle Callaghan & Co
Pennsylvania
$15K +$14.6K +323 New
CTC
116
Central Trust Company
Missouri
$14K -$13.8K -305 Closed
TRCT
117
Tower Research Capital (TRC)
New York
$13K -$153K -3,373 -92%
CG
118
Cutler Group
California
$11K -$29K -641 -71%
CFA
119
Carroll Financial Associates
North Carolina
$9K
WA
120
WealthTrust-Arizona
Arizona
$9K +$91 +2 +1%
FHA
121
First Horizon Advisors
Tennessee
$8K
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
AWM
123
Avior Wealth Management
Nebraska
$2K
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$1K
FM
125
Forward Management
California
-$12.2M -286,942 Closed

WES Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2017, worth a combined $1.82B — up 9.6% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WES positions and 11 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $57.5M. The largest seller was Morgan Stanley, cutting an estimated $31.1M.

  • 122 institutional investors held Western Midstream Partners (WES) as of Q1 2017, up from 120 in Q4 2016.
  • Funds reported $1.82B of Western Midstream Partners stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 13 funds opened new Western Midstream Partners positions in Q1 2017 and 11 closed out, a net change of +2 holders.
  • The largest Western Midstream Partners buyer in Q1 2017 was Neuberger Berman Group, an estimated $57.5M added.
  • The largest Western Midstream Partners seller in Q1 2017 was Morgan Stanley, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2017.