We are live on ! Find out more
WES icon

Western Midstream Partners

168 hedge funds and large institutions have $1.55B invested in Western Midstream Partners in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more capital invested

Capital invested by funds: $535M → $1.55B (+$1.01B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

2.12% less ownership

Funds ownership: 37.01%34.88% (-2.1%)

9% less funds holding

Funds holding: 185168 (-17)

35% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 43

67% less call options, than puts

Call options by funds: $8.32M | Put options by funds: $25.2M

Holders
168
Holders Change
-17
Holders Change %
-9.19%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
28
Increased
55
Reduced
57
Closed
43
Calls
$8.32M
Puts
$25.2M
Net Calls
-$16.9M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$205K +$38.7K +4,673 +30%
Ameriprise
102
Ameriprise
Minnesota
$199K -$18.1K -2,180 -10%
Walleye Trading
103
Walleye Trading
New York
$196K +$162K +19,547 New
VanEck Associates
104
VanEck Associates
New York
$192K -$10.5K -1,271 -6%
AWM
105
Avior Wealth Management
Nebraska
$192K +$87.6K +10,576 +123%
HB
106
Homrich & Berg
Georgia
$182K +$16.1K +1,937 +12%
CI
107
Conning Inc
Connecticut
$176K
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$172K +$142K +17,159 New
William Blair & Company
109
William Blair & Company
Illinois
$170K -$125K -15,086 -47%
CIBC Asset Management
110
CIBC Asset Management
Ontario, Canada
$168K
KeyBank National Association
111
KeyBank National Association
Ohio
$167K +$7.82K +944 +6%
UR
112
USCA RIA
Texas
$161K +$133K +16,013 New
DT
113
Diversified Trust
Tennessee
$156K +$45.4K +5,483 +55%
WTB
114
Washington Trust Bank
Washington
$153K +$126K +15,250 New
MNBTD
115
Moody National Bank Trust Division
Texas
$152K
SI
116
Stephens Inc
Arkansas
$152K +$126K +15,169 New
CIC
117
Chilton Investment Company
Connecticut
$151K
SW
118
SkyOak Wealth
Michigan
$145K
LW
119
Linscomb Wealth
Texas
$145K +$1.51K +182 +1%
SIC
120
Salem Investment Counselors
North Carolina
$142K +$105K +12,658 +830%
BWP
121
Baldwin Wealth Partners
Massachusetts
$134K -$12.6K -1,525 -10%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$127K -$39.6K -4,778 -27%
IAMOG
123
Investors Asset Management of Georgia
Georgia
$125K +$829 +100 +0.8%
KA
124
Kovack Advisors
Florida
$122K
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$120K +$3.44K +415 +4%