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Western Midstream Partners

184 hedge funds and large institutions have $4.3B invested in Western Midstream Partners in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $9.18M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.85% less ownership

Funds ownership: 43.4%42.55% (-0.85%)

3% less capital invested

Capital invested by funds: $4.44B → $4.3B (-$141M)

5% less funds holding

Funds holding: 193184 (-9)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.89%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
11
Increased
54
Reduced
61
Closed
18
Calls
$36.1M
Puts
$9.18M
Net Calls
+$26.9M
Net Calls Change
+$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
LCAM
101
London & Capital Asset Management
United Kingdom
$716K -$16.5K -626 -2%
DADC
102
D.A. Davidson & Co
Montana
$694K +$13.4K +508 +2%
VanEck Associates
103
VanEck Associates
New York
$683K +$155K +5,904 +30%
CFB
104
Cullen/Frost Bankers
Texas
$657K
MNBTD
105
Moody National Bank Trust Division
Texas
$627K
Truist Financial
106
Truist Financial
North Carolina
$625K +$16.5K +628 +3%
Pacer Advisors
107
Pacer Advisors
Pennsylvania
$623K +$25.9K +985 +4%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$620K +$15.5K +589 +3%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$618K -$2.49M -94,603 -80%
AWM
110
Apollon Wealth Management
South Carolina
$602K +$57.7K +2,195 +11%
Corient Private Wealth
111
Corient Private Wealth
Florida
$596K +$592K +22,490 New
PFO
112
Pathstone Family Office
New Jersey
$586K +$2.24K +85 +0.4%
AFG
113
American Financial Group
Ohio
$557K
GC
114
Guggenheim Capital
Illinois
$532K +$35.5K +1,351 +7%
OPWM
115
Oxinas Partners Wealth Management
Indiana
$513K
ProShare Advisors
116
ProShare Advisors
Maryland
$488K +$7.76K +295 +2%
Osaic Holdings
117
Osaic Holdings
Arizona
$456K -$56.5K -2,146 -11%
SG Americas Securities
118
SG Americas Securities
New York
$455K +$65.8K +2,500 +17%
DF
119
Donoghue Forlines
Massachusetts
$452K -$146K -5,554 -25%
RWM
120
Rockwood Wealth Management
Pennsylvania
$443K -$440K -16,713 -50%
IFG
121
Independent Financial Group
California
$401K
BC
122
Barnett & Company
Tennessee
$390K +$10.5K +400 +3%
WA
123
Wealth Alliance
New York
$389K +$8.29K +315 +2%
BWP
124
Baldwin Wealth Partners
Massachusetts
$355K
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$335K -$7.02K -267 -2%