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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
Baldwin Wealth Partners
Massachusetts
$353K
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$340K -$2.5K -93 -0.7%
William Blair & Company
128
William Blair & Company
Illinois
$330K +$3.52K +131 +1%
SA
129
SL Advisors
New Jersey
$318K
Simplex Trading
130
Simplex Trading
Illinois
$311K +$264K +9,840 +500%
BG
131
Bollard Group
Massachusetts
$309K +$5.56K +207 +2%
LW
132
Linscomb Wealth
Texas
$305K -$141K -5,234 -31%
TF
133
Trek Financial
Arizona
$302K +$107K +3,991 +53%
ZCM
134
Ziegler Capital Management
Illinois
$273K
IWP
135
Icon Wealth Partners
Texas
$267K +$272K +10,127 New
SGCA
136
Steel Grove Capital Advisors
Tennessee
$267K
SFA
137
Sequoia Financial Advisors
Ohio
$264K
MGIA
138
Moneta Group Investment Advisors
Missouri
$264K +$269K +10,000 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$263K
FW
140
FirstPurpose Wealth
Utah
$262K -$672 -25 -0.3%
Creative Planning
141
Creative Planning
Kansas
$255K +$1.83K +68 +0.7%
MCM
142
MAI Capital Management
Ohio
$253K
BM
143
Belfer Management
New York
$252K +$49.8K +1,854 +24%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$251K +$8.92K +332 +4%
IAMOG
145
Investors Asset Management of Georgia
Georgia
$250K -$53.7K -2,000 -17%
BDWCC
146
B&D White Capital Company
Texas
$233K
HWM
147
HB Wealth Management
Georgia
$230K
STA
148
Summit Trail Advisors
New York
$227K +$22.6K +842 +11%
N
149
Nuveen
North Carolina
$215K -$591 -22 -0.3%
AIA
150
Arrow Investment Advisors
Maryland
$206K +$210K +7,827 New

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.