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Western Midstream Partners

254 hedge funds and large institutions have $5.97B invested in Western Midstream Partners in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

173% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $16.9M

17% more funds holding

Funds holding: 217254 (+37)

9% more capital invested

Capital invested by funds: $5.47B → $5.97B (+$495M)

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.31% less ownership

Funds ownership: 40.8%39.49% (-1.3%)

Holders
254
Holders Change
+37
Holders Change %
+17.05%
% of All Funds
3.67%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
61
Increased
75
Reduced
71
Closed
18
Calls
$46.1M
Puts
$16.9M
Net Calls
+$29.2M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$1.24M +$1.15M +31,306 New
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$600K +16,304 +113%
OAM
103
Oppenheimer Asset Management
New York
$1.2M +$1.14K +31 +0.1%
BRWA
104
B. Riley Wealth Advisors
Florida
$1.15M -$193K -5,234 -15%
XT
105
XTX Topco
Cayman Islands
$1.14M +$428K +11,630 +68%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$1.09M -$49.8K -1,352 -5%
IC
107
IEQ Capital
California
$1.08M +$22.8K +619 +2%
LCAM
108
London & Capital Asset Management
United Kingdom
$1.07M
TNA
109
True North Advisors
Texas
$1.07M -$55.2K -1,500 -5%
PI
110
PFG Investments
New York
$1.04M +$966K +26,244 New
AWM
111
Apollon Wealth Management
South Carolina
$1.01M -$6.59K -179 -0.7%
IFG
112
Independent Financial Group
California
$1.01M +$675K +18,336 +261%
CPIG
113
Chicago Partners Investment Group
Illinois
$996K -$12.8K -347 -1%
AFG
114
American Financial Group
Ohio
$993K
CFB
115
Cullen/Frost Bankers
Texas
$984K
SA
116
SL Advisors
New Jersey
$923K -$19.6K -532 -2%
Truist Financial
117
Truist Financial
North Carolina
$894K +$15.5K +421 +2%
IAA
118
Independent Advisor Alliance
North Carolina
$868K +$804K +21,847 New
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$812K +$209K +5,688 +39%
II
120
Inspire Investing
Idaho
$810K +$750K +20,388 New
Cerity Partners
121
Cerity Partners
New York
$765K -$381K -10,365 -35%
BI
122
Bramshill Investments
Florida
$764K -$186K -5,063 -21%
KPWS
123
Kestra Private Wealth Services
Texas
$723K +$57.2K +1,553 +9%
GC
124
Guggenheim Capital
Illinois
$718K +$39.1K +1,062 +6%
RWM
125
Rockwood Wealth Management
Pennsylvania
$664K