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Western Midstream Partners
WES

Overview Fund Activity

203 hedge funds and large institutions have $3.6B invested in Western Midstream Partners in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 82 reducing their positions, and 43 closing their positions.

Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
30
Increased
58
Reduced
82
Closed
43
Calls
$7.8M
Puts
$3.08M
Net Calls
+$4.72M
Net Calls Change
-$7.33M

Top Buyers

1
SCA
1
Salient Capital Advisors
Texas
$51.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.4M
3
HFA
3
Harvest Fund Advisors
Pennsylvania
$161M
4
Invesco
4
Invesco
Georgia
$258M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$303M

Top Sellers

1
TCA
1
Tortoise Capital Advisors
Kansas
$411M
2
Goldman Sachs
2
Goldman Sachs
New York
$253M
3
BPSG
3
Brookfield Public Securities Group
New York
$55.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$45.9M
5
UBS Group
5
UBS Group
Switzerland
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$401K 19,293 +15,361 +391%
AIA
127
Avalon Investment & Advisory
Texas
$393K 19,966 -7,815 -28%
VanEck Associates
128
VanEck Associates
New York
$391K 19,861 +1,953 +11%
SF
129
Summit Financial
New Jersey
$384K 19,491 +19,491 New
BCFA
130
BP Capital Fund Advisors
Texas
$383K 19,500 -17,500 -47%
WPEP
131
Walnut Private Equity Partners
Nebraska
$371K 18,847 – –
LPL Financial
132
LPL Financial
California
$363K 18,430 -835 -4%
MSL
133
Mackay Shields LLC
New York
$359K 18,256 +18,256 New
DT
134
Diversified Trust
Tennessee
$358K 18,207 -20,112 -52%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$344K 17,482 -57,640 -77%
HB
136
Homrich & Berg
Georgia
$341K 17,300 +774 +5%
BCA
137
Berman Capital Advisors
Georgia
$335K 17,070 +786 +5%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$330K 16,761 +390 +2%
PMAM
139
Penn Mutual Asset Management
Pennsylvania
$325K 16,500 +16,500 New
KeyBank National Association
140
KeyBank National Association
Ohio
$316K 16,062 -586 -4%
MNBTD
141
Moody National Bank Trust Division
Texas
$299K 15,173 – –
CIC
142
Chilton Investment Company
Connecticut
$296K 15,022 – –
AIL
143
AGF Investments LLC
Ontario, Canada
$293K 14,904 +13,384 +881%
SI
144
Stephens Inc
Arkansas
$292K 14,851 -8,109 -35%
US Bancorp
145
US Bancorp
Minnesota
$291K 14,760 -12,820 -46%
SW
146
SkyOak Wealth
Michigan
$285K 14,490 +14,490 New
MFW
147
Mosaic Family Wealth
Missouri
$276K 13,993 -746 -5%
Truist Financial
148
Truist Financial
North Carolina
$274K 13,937 +13,937 New
VI
149
Vestcor Inc
New Brunswick, Canada
$260K 13,225 +13,225 New
FIM
150
Frontier Investment Management
Texas
$258K 13,116 +1,116 +9%
4 5
6
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