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Western Midstream Partners

195 hedge funds and large institutions have $4.09B invested in Western Midstream Partners in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.8M

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

13% more capital invested

Capital invested by funds: $3.63B → $4.09B (+$457M)

6% more ownership

Funds ownership: 35.68%41.68% (+6%)

3% more funds holding

Funds holding: 189195 (+6)

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
3.29%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
25
Increased
64
Reduced
50
Closed
17
Calls
$24.2M
Puts
$12.8M
Net Calls
+$11.4M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$310K +$83.6K +3,269 +34%
NW
127
NewEdge Wealth
Pennsylvania
$306K
AIA
128
Avalon Investment & Advisory
Texas
$304K +$19.4K +760 +6%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$302K -$10.3K -403 -3%
KA
130
Kovack Advisors
Florida
$297K
SA
131
SL Advisors
New Jersey
$292K +$947 +37 +0.3%
Geode Capital Management
132
Geode Capital Management
Massachusetts
$289K -$12.4K -484 -4%
AWE
133
Avidian Wealth Enterprises
Texas
$289K +$5.71K +223 +2%
SGCA
134
Steel Grove Capital Advisors
Tennessee
$289K +$44.8K +1,750 +17%
BG
135
Bollard Group
Massachusetts
$280K
IWP
136
Icon Wealth Partners
Texas
$275K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$274K -$3.2K -125 -1%
WA
138
Wealth Alliance
New York
$262K -$118K -4,593 -30%
N
139
Nuveen
North Carolina
$262K +$1.1K +43 +0.4%
M&T Bank
140
M&T Bank
New York
$257K +$277K +10,821 New
ZCM
141
Ziegler Capital Management
Illinois
$251K
TF
142
Trek Financial
Arizona
$251K +$45.4K +1,775 +21%
FW
143
FirstPurpose Wealth
Utah
$242K +$972 +38 +0.4%
CWP
144
CFM Wealth Partners
Texas
$240K
MCM
145
MAI Capital Management
Ohio
$233K
AIA
146
Arrow Investment Advisors
Maryland
$232K -$73K -2,853 -23%
MNBTD
147
Moody National Bank Trust Division
Texas
$230K -$147K -5,726 -38%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$226K
BDWCC
149
B&D White Capital Company
Texas
$214K
HWM
150
HB Wealth Management
Georgia
$212K