We are live on ! Find out more
WES icon

Western Midstream Partners

181 hedge funds and large institutions have $2.13B invested in Western Midstream Partners in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $1.2B → $2.13B (+$928M)

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 166181 (+15)

3.22% more ownership

Funds ownership: 33.74%36.95% (+3.2%)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.5M

Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
40
Increased
47
Reduced
63
Closed
25
Calls
$11.9M
Puts
$19.5M
Net Calls
-$7.63M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
126
Homrich & Berg
Georgia
$203K +$804 +70 +0.5%
M&T Bank
127
M&T Bank
New York
$192K -$156K -13,573 -49%
William Blair & Company
128
William Blair & Company
Illinois
$189K -$9.2K -801 -6%
IAMOG
129
Investors Asset Management of Georgia
Georgia
$186K
WFAG
130
Wescott Financial Advisory Group
Pennsylvania
$186K +$155K +13,459 New
KeyBank National Association
131
KeyBank National Association
Ohio
$185K -$23.4K -2,036 -13%
BWP
132
Baldwin Wealth Partners
Massachusetts
$185K
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$185K +$12.6K +1,096 +9%
UR
134
USCA RIA
Texas
$179K
KA
135
Kovack Advisors
Florida
$169K
JF
136
Jump Financial
Illinois
$169K +$140K +12,200 New
BG
137
Bollard Group
Massachusetts
$159K
IWP
138
Icon Wealth Partners
Texas
$159K +$132K +11,485 New
TNA
139
True North Advisors
Texas
$158K +$132K +11,500 New
QOP
140
Quinn Opportunity Partners
Virginia
$152K
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$147K +$122K +10,635 New
MFW
142
Mosaic Family Wealth
Missouri
$143K -$16.2K -1,407 -12%
SA
143
SL Advisors
New Jersey
$141K -$7.12K -620 -6%
Geode Capital Management
144
Geode Capital Management
Massachusetts
$140K -$9.15K -797 -7%
VI
145
Vestcor Inc
New Brunswick, Canada
$134K -$22.4K -1,950 -17%
Walleye Trading
146
Walleye Trading
New York
$124K +$103K +8,951 New
EIP
147
Ellis Investment Partners
Pennsylvania
$121K +$2.76K +240 +3%
Pacer Advisors
148
Pacer Advisors
Pennsylvania
$114K -$20.9K -1,819 -18%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$71K +$44.7K +3,889 +305%
CCA
150
Catalyst Capital Advisors
New York
$66K

WES Hedge Fund Activity: Q4 2020 in Review

181 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2020, worth a combined $2.13B — up 77% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WES positions and 25 closed out — a net gain of 15 holders — while 47 added to existing stakes and 63 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $43.4M. The largest seller was Brookfield Corp, cutting an estimated $39.1M.

  • 181 institutional investors held Western Midstream Partners (WES) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $2.13B of Western Midstream Partners stock for Q4 2020, up 77% quarter-over-quarter.
  • 40 funds opened new Western Midstream Partners positions in Q4 2020 and 25 closed out, a net change of +15 holders.
  • The largest Western Midstream Partners buyer in Q4 2020 was Blackstone Inc, an estimated $43.4M added.
  • The largest Western Midstream Partners seller in Q4 2020 was Brookfield Corp, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.