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Western Midstream Partners

196 hedge funds and large institutions have $4.83B invested in Western Midstream Partners in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.74M

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $4.47B → $4.83B (+$361M)

3% more funds holding

Funds holding: 191196 (+5)

0.82% more ownership

Funds ownership: 42.67%43.5% (+0.82%)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
27
Increased
65
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
101
Fort Washington Investment Advisors
Ohio
$883K +$428K +15,309 +103%
Citigroup
102
Citigroup
New York
$850K +$41K +1,467 +5%
LCAM
103
London & Capital Asset Management
United Kingdom
$790K
Northern Trust
104
Northern Trust
Illinois
$775K +$36.1K +1,293 +5%
CPIG
105
Chicago Partners Investment Group
Illinois
$770K +$5.95K +213 +0.8%
DADC
106
D.A. Davidson & Co
Montana
$758K -$5.53K -198 -0.8%
AWM
107
Apollon Wealth Management
South Carolina
$750K +$74.4K +2,664 +12%
AFG
108
American Financial Group
Ohio
$732K +$27.9K +1,000 +4%
CFB
109
Cullen/Frost Bankers
Texas
$724K
Truist Financial
110
Truist Financial
North Carolina
$687K +$3.04K +109 +0.5%
Corient Private Wealth
111
Corient Private Wealth
Florida
$640K
FC
112
FORA Capital
Florida
$625K +$597K +21,365 New
OPWM
113
Oxinas Partners Wealth Management
Indiana
$566K
DF
114
Donoghue Forlines
Massachusetts
$542K -$16.5K -592 -3%
ProShare Advisors
115
ProShare Advisors
Maryland
$524K +$16.6K +594 +3%
Citadel Advisors
116
Citadel Advisors
Florida
$510K -$4.89M -175,086 -91%
GC
117
Guggenheim Capital
Illinois
$506K +$17.1K +611 +4%
RWM
118
Rockwood Wealth Management
Pennsylvania
$489K
JF
119
Jump Financial
Illinois
$483K +$461K +16,500 New
Osaic Holdings
120
Osaic Holdings
Arizona
$467K +$17K +609 +4%
AWM
121
Axxcess Wealth Management
California
$448K +$88.7K +3,174 +26%
IFG
122
Independent Financial Group
California
$439K +$2.79K +100 +0.7%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$432K -$1.84K -66 -0.4%
CG
124
Caprock Group
Idaho
$431K +$412K +14,738 New
BC
125
Barnett & Company
Tennessee
$430K

WES Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2023, worth a combined $4.83B — up 8.1% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 19 closed out — a net gain of 8 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $33.9M.

  • 196 institutional investors held Western Midstream Partners (WES) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $4.83B of Western Midstream Partners stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Western Midstream Partners buyer in Q4 2023 was Invesco, an estimated $72.6M added.
  • The largest Western Midstream Partners seller in Q4 2023 was Tortoise Capital Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.