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Western Midstream Partners

117 hedge funds and large institutions have $1.68B invested in Western Midstream Partners in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $614K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

2.59% less ownership

Funds ownership: 30.19%27.6% (-2.6%)

4% less funds holding

Funds holding: 122117 (-5)

8% less capital invested

Capital invested by funds: $1.82B → $1.68B (-$137M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
2.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
7
Increased
46
Reduced
38
Closed
12
Calls
$1.28M
Puts
$614K
Net Calls
+$668K
Net Calls Change
-$526K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$59K
AI
102
ArchPoint Investors
Florida
$47K +$48.1K +1,093 New
QCG
103
Quadrant Capital Group
Ohio
$34K -$4.92K -112 -12%
BL
104
Balentine LLC
Georgia
$30K
SIAP
105
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K
AG
106
Advisor Group
Arizona
$25K +$396 +9 +2%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$23K
BTIS
108
BB&T Investment Services
North Carolina
$20K
Creative Planning
109
Creative Planning
Kansas
$19K -$2.86K -65 -13%
HCC
110
Hirtle Callaghan & Co
Pennsylvania
$14K
CTC
111
Central Trust Company
Missouri
$13K
CG
112
Cutler Group
California
$11K +$792 +18 +7%
WA
113
WealthTrust-Arizona
Arizona
$9K +$132 +3 +1%
CFA
114
Carroll Financial Associates
North Carolina
$8K
FHA
115
First Horizon Advisors
Tennessee
$8K
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
AWM
117
Avior Wealth Management
Nebraska
$2K
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$1K
HHAM
119
HITE Hedge Asset Management
Massachusetts
-$2.02M -43,726 Closed
WMSA
120
Weiss Multi-Strategy Advisers
New York
-$1.96M -42,600 Closed
LMGAM
121
Liberty Mutual Group Asset Management
Massachusetts
-$1.41M -30,508 Closed
GA
122
Geneva Advisors
Illinois
-$574K -12,453 Closed
PG
123
PEAK6 Group
Illinois
-$354K -7,680 Closed
HCM
124
Hollencrest Capital Management
California
-$350K -7,600 Closed
ST
125
Spot Trading
Illinois
-$262K -5,687 Closed

WES Hedge Fund Activity: Q2 2017 in Review

117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q2 2017, worth a combined $1.68B — down 7.6% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WES and 7 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $50.8M. The largest seller was Morgan Stanley, cutting an estimated $42.6M.

  • 117 institutional investors held Western Midstream Partners (WES) as of Q2 2017, down from 122 in Q1 2017.
  • Funds reported $1.68B of Western Midstream Partners stock for Q2 2017, down 7.6% quarter-over-quarter.
  • 7 funds opened new Western Midstream Partners positions in Q2 2017 and 12 closed out, a net change of -5 holders.
  • The largest Western Midstream Partners buyer in Q2 2017 was Bank of America, an estimated $50.8M added.
  • The largest Western Midstream Partners seller in Q2 2017 was Morgan Stanley, an estimated $42.6M sold.

Based on aggregated 13F filings for Q2 2017.