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Western Midstream Partners
WES

Overview Fund Activity

195 hedge funds and large institutions have $4.83B invested in Western Midstream Partners in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
2.86%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
27
Increased
64
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M

Top Buyers

1
Invesco
1
Invesco
Georgia
$683M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$184M
4
Barclays
4
Barclays
United Kingdom
$35.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$326M

Top Sellers

1
TCA
1
Tortoise Capital Advisors
Kansas
$277M
2
AA
2
ALPS Advisors
Colorado
$946M
3
Blackstone Inc
3
Blackstone Inc
New York
$372M
4
N
4
Natixis
France
$0
5
EIP
5
Energy Income Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sage Capital Management
New Jersey
$395K +$395K +13,483 New
BWP
127
Baldwin Wealth Partners
Massachusetts
$392K – – –
WA
128
Wealth Alliance
New York
$376K +$13.4K +458 +4%
BG
129
Bollard Group
Massachusetts
$369K +$7.55K +258 +2%
MNBTD
130
Moody National Bank Trust Division
Texas
$368K -$329K -11,257 -47%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$359K +$359K +12,278 New
BS
132
Banco Santander
Spain
$355K +$355K +12,134 New
SA
133
SL Advisors
New Jersey
$342K -$26.8K -917 -7%
LW
134
Linscomb Wealth
Texas
$338K – – –
IWA
135
Icon Wealth Advisors
Texas
$329K +$329K +11,227 New
ZCM
136
Ziegler Capital Management
Illinois
$303K – – –
William Blair & Company
137
William Blair & Company
Illinois
$299K +$1.93K +66 +0.6%
SGCA
138
Steel Grove Capital Advisors
Tennessee
$296K – – –
FW
139
FirstPurpose Wealth
Utah
$292K +$1.11K +38 +0.4%
CWP
140
CFM Wealth Partners
Texas
$289K +$289K +9,878 New
Comerica Bank
141
Comerica Bank
Texas
$288K -$146K -4,992 -34%
BM
142
Belfer Management
New York
$279K – – –
BDWCC
143
B&D White Capital Company
Texas
$258K – – –
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$248K +$248K +8,482 New
MCM
145
MAI Capital Management
Ohio
$247K -$26.3K -899 -10%
SCA
146
Snowden Capital Advisors
New York
$247K +$247K +8,433 New
Nuveen Asset Management
147
Nuveen Asset Management
Illinois
$244K – – –
Bank of New York Mellon
148
Bank of New York Mellon
New York
$242K +$10.2K +350 +4%
CCA
149
Cadent Capital Advisors
Oklahoma
$237K +$2.14K +73 +0.9%
Geode Capital Management
150
Geode Capital Management
Massachusetts
$228K -$351 -12 -0.2%
4 5
6
7 8