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Western Midstream Partners

201 hedge funds and large institutions have $4.35B invested in Western Midstream Partners in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $11.6M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $4.13B → $4.35B (+$221M)

4% more funds holding

Funds holding: 193201 (+8)

0.38% less ownership

Funds ownership: 42.41%42.03% (-0.38%)

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
3.23%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
52
Closed
15
Calls
$33.2M
Puts
$11.6M
Net Calls
+$21.6M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
126
Kovack Advisors
Florida
$338K
AIA
127
Avalon Investment & Advisory
Texas
$336K
PFS
128
Prospera Financial Services
Texas
$335K +$336K +12,470 New
William Blair & Company
129
William Blair & Company
Illinois
$332K -$58.9K -2,184 -15%
SA
130
SL Advisors
New Jersey
$324K
WA
131
Wealth Alliance
New York
$319K -$163K -6,053 -34%
TC
132
TownSquare Capital
Utah
$318K +$320K +11,847 New
BG
133
Bollard Group
Massachusetts
$309K
IAMOG
134
Investors Asset Management of Georgia
Georgia
$308K -$53.9K -2,000 -15%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$294K -$453K -16,795 -61%
ZCM
136
Ziegler Capital Management
Illinois
$278K
SGCA
137
Steel Grove Capital Advisors
Tennessee
$272K
SFA
138
Sequoia Financial Advisors
Ohio
$269K +$270K +10,000 New
FW
139
FirstPurpose Wealth
Utah
$268K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$267K
CWP
141
CFM Wealth Partners
Texas
$265K +$266K +9,878 New
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$263K -$165K -6,125 -38%
Creative Planning
143
Creative Planning
Kansas
$258K +$13.5K +500 +5%
MCM
144
MAI Capital Management
Ohio
$258K -$8.09K -300 -3%
IWA
145
Icon Wealth Advisors
Texas
$256K -$32.1K -1,190 -11%
ECG
146
Edge Capital Group
Georgia
$253K +$189K +7,000 +290%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$247K +$324 +12 +0.1%
M&T Bank
148
M&T Bank
New York
$241K +$7.12K +264 +3%
Lido Advisors
149
Lido Advisors
California
$241K +$242K +8,966 New
BDWCC
150
B&D White Capital Company
Texas
$237K