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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$676K +$58.5K +2,177 +9%
CFB
102
Cullen/Frost Bankers
Texas
$653K
MNBTD
103
Moody National Bank Trust Division
Texas
$624K +$6.88K +256 +1%
Truist Financial
104
Truist Financial
North Carolina
$605K -$7.5K -279 -1%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$601K -$18K -671 -3%
DF
106
Donoghue Forlines
Massachusetts
$596K -$27.8K -1,035 -4%
Pacer Advisors
107
Pacer Advisors
Pennsylvania
$593K -$20.1K -748 -3%
PFO
108
Pathstone Family Office
New Jersey
$581K -$589K -21,930 -50%
AFG
109
American Financial Group
Ohio
$554K +$13.4K +500 +2%
AWM
110
Apollon Wealth Management
South Carolina
$541K +$32.3K +1,202 +6%
VanEck Associates
111
VanEck Associates
New York
$524K -$42.9K -1,598 -7%
AIA
112
Avalon Investment & Advisory
Texas
$518K +$192K +7,140 +57%
OPWM
113
Oxinas Partners Wealth Management
Indiana
$510K
Osaic Holdings
114
Osaic Holdings
Arizona
$508K -$44.2K -1,646 -8%
GC
115
Guggenheim Capital
Illinois
$493K +$42.5K +1,582 +9%
GFS
116
GYL Financial Synergies
Connecticut
$487K +$496K +18,468 New
FWIA
117
Fort Washington Investment Advisors
Ohio
$485K -$134K -5,000 -21%
ProShare Advisors
118
ProShare Advisors
Maryland
$478K +$487K +18,113 New
FFG
119
Fortem Financial Group
California
$477K +$99.8K +3,714 +26%
HT
120
HighTower Trust
Texas
$409K +$208K +7,745 +98%
IFG
121
Independent Financial Group
California
$399K -$26.4K -982 -6%
SG Americas Securities
122
SG Americas Securities
New York
$387K -$69.5K -2,586 -15%
AWE
123
Avidian Wealth Enterprises
Texas
$385K +$6.31K +235 +2%
WA
124
Wealth Alliance
New York
$379K +$66.7K +2,482 +21%
BC
125
Barnett & Company
Tennessee
$377K

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.