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Western Midstream Partners
WES

Overview Fund Activity

200 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, 51 reducing their positions, and 15 closing their positions.

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% 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
51
Closed
15
Calls
$33.2M
Puts
$11.6M
Net Calls
+$21.6M
Net Calls Change
-$12.8M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$56.1M
2
AA
2
ALPS Advisors
Colorado
$683M
3
Invesco
3
Invesco
Georgia
$426M
4
Goldman Sachs
4
Goldman Sachs
New York
$249M
5
Citigroup
5
Citigroup
New York
$15.3M

Top Sellers

1
SCA
1
Salient Capital Advisors
Texas
$0
2
TCA
2
Tortoise Capital Advisors
Kansas
$339M
3
CCM
3
Chickasaw Capital Management
Tennessee
$204M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$84.2M
5
Bank of America
5
Bank of America
North Carolina
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
126
Avalon Investment & Advisory
Texas
$336K 12,520 – –
PFS
127
Prospera Financial Services
Texas
$335K 12,470 +12,470 New
William Blair & Company
128
William Blair & Company
Illinois
$332K 12,367 -2,184 -15%
SA
129
SL Advisors
New Jersey
$324K 12,076 – –
WA
130
Wealth Alliance
New York
$319K 11,880 -6,053 -34%
TC
131
TownSquare Capital
Utah
$318K 11,847 +11,847 New
BG
132
Bollard Group
Massachusetts
$309K 11,518 – –
IAMOG
133
Investors Asset Management of Georgia
Georgia
$308K 11,465 -2,000 -15%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$294K 10,961 -16,795 -61%
ZCM
135
Ziegler Capital Management
Illinois
$278K 10,340 – –
SGCA
136
Steel Grove Capital Advisors
Tennessee
$272K 10,121 – –
SFA
137
Sequoia Financial Advisors
Ohio
$269K 10,000 +10,000 New
FW
138
FirstPurpose Wealth
Utah
$268K 9,963 – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$267K 9,961 – –
CWP
140
CFM Wealth Partners
Texas
$265K 9,878 +9,878 New
CIBC Asset Management
141
CIBC Asset Management
Ontario, Canada
$263K 9,800 -6,125 -38%
Creative Planning
142
Creative Planning
Kansas
$258K 9,614 +500 +5%
MCM
143
MAI Capital Management
Ohio
$258K 9,605 -300 -3%
IWA
144
Icon Wealth Advisors
Texas
$256K 9,551 -1,190 -11%
ECG
145
Edge Capital Group
Georgia
$253K 9,415 +7,000 +290%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$247K 9,184 +12 +0.1%
M&T Bank
147
M&T Bank
New York
$241K 8,992 +264 +3%
Lido Advisors
148
Lido Advisors
California
$241K 8,966 +8,966 New
BDWCC
149
B&D White Capital Company
Texas
$237K 8,829 – –
HWM
150
HB Wealth Management
Georgia
$235K 8,734 – –
4 5
6
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