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Western Midstream Partners

181 hedge funds and large institutions have $2.13B invested in Western Midstream Partners in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $1.2B → $2.13B (+$928M)

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 166181 (+15)

3.22% more ownership

Funds ownership: 33.74%36.95% (+3.2%)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.5M

Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
40
Increased
47
Reduced
63
Closed
25
Calls
$11.9M
Puts
$19.5M
Net Calls
-$7.63M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LCAM
101
London & Capital Asset Management
United Kingdom
$382K +$317K +27,626 New
CFB
102
Cullen/Frost Bankers
Texas
$372K
LCM
103
Lucas Capital Management
New Jersey
$353K -$136K -11,868 -32%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$329K
ADMI
105
Albert D. Mason Inc
Massachusetts
$328K -$2.63K -229 -1%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$320K -$31.7K -2,763 -11%
ACI
107
AMP Capital Investors
Australia
$311K
HSBC Holdings
108
HSBC Holdings
United Kingdom
$311K +$32.2K +2,803 +14%
SI
109
Stephens Inc
Arkansas
$296K +$76.8K +6,684 +45%
OPWM
110
Oxinas Partners Wealth Management
Indiana
$295K +$245K +21,372 New
TRCT
111
Tower Research Capital (TRC)
New York
$292K +$243K +21,136 New
SOAMC
112
Spirit of America Management Corp
New York
$287K +$121K +10,500 +102%
Lido Advisors
113
Lido Advisors
California
$282K +$235K +20,435 New
DPIM
114
Duff & Phelps Investment Management
Illinois
$269K +$224K +19,500 New
US Bancorp
115
US Bancorp
Minnesota
$268K -$13.9K -1,207 -6%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$259K +$68.5K +5,964 +47%
CIBC Asset Management
117
CIBC Asset Management
Ontario, Canada
$238K
VanEck Associates
118
VanEck Associates
New York
$236K -$51K -4,443 -21%
Marshall Wace
119
Marshall Wace
United Kingdom
$234K +$194K +16,885 New
RWA
120
RGT Wealth Advisors
Texas
$223K +$185K +16,150 New
IFG
121
Independent Financial Group
California
$223K -$165K -14,400 -47%
Truist Financial
122
Truist Financial
North Carolina
$221K -$289K -25,126 -61%
DT
123
Diversified Trust
Tennessee
$211K +$36K +3,137 +26%
LW
124
Linscomb Wealth
Texas
$210K +$6.79K +591 +4%
MNBTD
125
Moody National Bank Trust Division
Texas
$209K

WES Hedge Fund Activity: Q4 2020 in Review

181 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2020, worth a combined $2.13B — up 77% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WES positions and 25 closed out — a net gain of 15 holders — while 47 added to existing stakes and 63 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $43.4M. The largest seller was Brookfield Corp, cutting an estimated $39.1M.

  • 181 institutional investors held Western Midstream Partners (WES) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $2.13B of Western Midstream Partners stock for Q4 2020, up 77% quarter-over-quarter.
  • 40 funds opened new Western Midstream Partners positions in Q4 2020 and 25 closed out, a net change of +15 holders.
  • The largest Western Midstream Partners buyer in Q4 2020 was Blackstone Inc, an estimated $43.4M added.
  • The largest Western Midstream Partners seller in Q4 2020 was Brookfield Corp, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.