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Western Midstream Partners

191 hedge funds and large institutions have $4.47B invested in Western Midstream Partners in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $7.14M

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

10% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 59

4% more funds holding

Funds holding: 184191 (+7)

4% more capital invested

Capital invested by funds: $4.3B → $4.47B (+$174M)

0.12% more ownership

Funds ownership: 42.55%42.67% (+0.12%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
3.03%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
17
Increased
65
Reduced
59
Closed
8
Calls
$45.9M
Puts
$7.14M
Net Calls
+$38.8M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
Baldwin Wealth Partners
Massachusetts
$365K
SA
127
SL Advisors
New Jersey
$343K +$217 +8 +0.1%
WA
128
Wealth Alliance
New York
$337K -$62.1K -2,287 -16%
BG
129
Bollard Group
Massachusetts
$337K +$6.65K +245 +2%
AWM
130
Axxcess Wealth Management
California
$330K +$329K +12,126 New
LW
131
Linscomb Wealth
Texas
$315K
IWP
132
Icon Wealth Partners
Texas
$289K +$9.36K +345 +3%
ZCM
133
Ziegler Capital Management
Illinois
$282K
William Blair & Company
134
William Blair & Company
Illinois
$277K -$25.4K -936 -8%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$276K
MGIA
136
Moneta Group Investment Advisors
Missouri
$272K
FW
137
FirstPurpose Wealth
Utah
$271K
VF
138
Virtu Financial
New York
$266K +$265K +9,768 New
BM
139
Belfer Management
New York
$260K
MCM
140
MAI Capital Management
Ohio
$254K
Walleye Trading
141
Walleye Trading
New York
$249K -$828K -30,524 -77%
SFA
142
Sequoia Financial Advisors
Ohio
$245K
BDWCC
143
B&D White Capital Company
Texas
$240K
TF
144
Trek Financial
Arizona
$237K -$14.1K -521 -6%
ACI
145
Alpha Cubed Investments
California
$235K +$234K +8,617 New
N
146
Nuveen
North Carolina
$227K +$226K +8,333 New
CCA
147
Cadent Capital Advisors
Oklahoma
$219K +$1.9K +70 +0.9%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$216K +$215K +7,933 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$216K -$38.9K -1,433 -15%
Geode Capital Management
150
Geode Capital Management
Massachusetts
$212K -$6.19K -228 -3%