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Western Midstream Partners

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.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $3.08M

1.13% less ownership

Funds ownership: 41.47%40.35% (-1.1%)

6% less funds holding

Funds holding: 217203 (-14)

23% less capital invested

Capital invested by funds: $4.66B → $3.6B (-$1.06B)

29% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 82

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$401K +$318K +15,361 +391%
AIA
127
Avalon Investment & Advisory
Texas
$393K -$162K -7,815 -28%
VanEck Associates
128
VanEck Associates
New York
$391K +$40.5K +1,953 +11%
SF
129
Summit Financial
New Jersey
$384K +$404K +19,491 New
BCFA
130
BP Capital Fund Advisors
Texas
$383K -$363K -17,500 -47%
WPEP
131
Walnut Private Equity Partners
Nebraska
$371K
LPL Financial
132
LPL Financial
California
$363K -$17.3K -835 -4%
MSL
133
Mackay Shields LLC
New York
$359K +$378K +18,256 New
DT
134
Diversified Trust
Tennessee
$358K -$417K -20,112 -52%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$344K -$1.19M -57,640 -77%
HB
136
Homrich & Berg
Georgia
$341K +$16K +774 +5%
BCA
137
Berman Capital Advisors
Georgia
$335K +$16.3K +786 +5%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$330K +$8.08K +390 +2%
PMAM
139
Penn Mutual Asset Management
Pennsylvania
$325K +$342K +16,500 New
KeyBank National Association
140
KeyBank National Association
Ohio
$316K -$12.1K -586 -4%
MNBTD
141
Moody National Bank Trust Division
Texas
$299K
CIC
142
Chilton Investment Company
Connecticut
$296K
AIL
143
AGF Investments LLC
Ontario, Canada
$293K +$277K +13,384 +881%
SI
144
Stephens Inc
Arkansas
$292K -$168K -8,109 -35%
US Bancorp
145
US Bancorp
Minnesota
$291K -$266K -12,820 -46%
SW
146
SkyOak Wealth
Michigan
$285K +$300K +14,490 New
MFW
147
Mosaic Family Wealth
Missouri
$276K -$15.5K -746 -5%
Truist Financial
148
Truist Financial
North Carolina
$274K +$289K +13,937 New
VI
149
Vestcor Inc
New Brunswick, Canada
$260K +$274K +13,225 New
FIM
150
Frontier Investment Management
Texas
$258K +$23.1K +1,116 +9%

WES Hedge Fund Activity: Q4 2019 in Review

203 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2019, worth a combined $3.6B — down 23% from $4.66B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of WES and 30 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 58 added.

The largest buyer was Salient Capital Advisors, adding an estimated $33M. The largest seller was Tortoise Capital Advisors, cutting an estimated $63.7M.

  • 203 institutional investors held Western Midstream Partners (WES) as of Q4 2019, down from 217 in Q3 2019.
  • Funds reported $3.6B of Western Midstream Partners stock for Q4 2019, down 23% quarter-over-quarter.
  • 30 funds opened new Western Midstream Partners positions in Q4 2019 and 43 closed out, a net change of -13 holders.
  • The largest Western Midstream Partners buyer in Q4 2019 was Salient Capital Advisors, an estimated $33M added.
  • The largest Western Midstream Partners seller in Q4 2019 was Tortoise Capital Advisors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2019.