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Western Midstream Partners

272 hedge funds and large institutions have $6.01B invested in Western Midstream Partners in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

95% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 56

20% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $24.5M

7% more funds holding

Funds holding: 254272 (+18)

1.78% more ownership

Funds ownership: 39.49%41.27% (+1.8%)

1% more capital invested

Capital invested by funds: $5.97B → $6.01B (+$39.1M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
272
Holders Change
+18
Holders Change %
+7.09%
% of All Funds
3.91%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
40
Increased
109
Reduced
56
Closed
19
Calls
$29.3M
Puts
$24.5M
Net Calls
+$4.79M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PFG Investments
New York
$1.26M +$262K +6,640 +25%
DWP
102
Daymark Wealth Partners
Ohio
$1.26M +$59.2K +1,501 +5%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$81.4K +2,066 +7%
RCM
104
Requisite Capital Management
Texas
$1.24M
LC
105
Lindbrook Capital
California
$1.22M -$281K -7,141 -18%
IFG
106
Independent Financial Group
California
$1.19M +$225K +5,719 +23%
CIS
107
Custom Index Systems
New York
$1.18M -$382K -9,701 -24%
VanEck Associates
108
VanEck Associates
New York
$1.17M -$238K -6,048 -16%
Cerity Partners
109
Cerity Partners
New York
$1.14M +$419K +10,624 +55%
MCM
110
MAI Capital Management
Ohio
$1.14M +$878K +22,277 +293%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1.11M +$551K +13,986 +93%
BP
112
BWM Planning
Texas
$1.08M +$1.12M +28,325 New
IMC Chicago
113
IMC Chicago
Illinois
$1.08M +$617K +15,655 +125%
IC
114
IEQ Capital
California
$1.06M +$25.5K +646 +2%
AWM
115
Apollon Wealth Management
South Carolina
$972K +$512 +13 +0.1%
AFG
116
American Financial Group
Ohio
$957K
CFB
117
Cullen/Frost Bankers
Texas
$947K
CPIG
118
Chicago Partners Investment Group
Illinois
$947K +$9.62K +244 +1%
SA
119
SL Advisors
New Jersey
$925K +$37.5K +952 +4%
Corient Private Wealth
120
Corient Private Wealth
Florida
$885K +$261K +6,635 +40%
Truist Financial
121
Truist Financial
North Carolina
$875K +$14K +355 +2%
IAA
122
Independent Advisor Alliance
North Carolina
$866K +$31.5K +800 +4%
II
123
Inspire Investing
Idaho
$838K +$59.2K +1,502 +7%
CMF
124
Counterpoint Mutual Funds
California
$769K +$792K +20,093 New
M&T Bank
125
M&T Bank
New York
$765K +$788K +20,000 New