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Western Midstream Partners

196 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, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.74M

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $4.47B → $4.83B (+$361M)

3% more funds holding

Funds holding: 191196 (+5)

0.82% more ownership

Funds ownership: 42.67%43.5% (+0.82%)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% 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
65
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
126
Fayez Sarofim & Co
Texas
$416K
SCM
127
Sage Capital Management
New Jersey
$395K +$377K +13,483 New
BWP
128
Baldwin Wealth Partners
Massachusetts
$392K
WA
129
Wealth Alliance
New York
$376K +$12.8K +458 +4%
BG
130
Bollard Group
Massachusetts
$369K +$7.21K +258 +2%
MNBTD
131
Moody National Bank Trust Division
Texas
$368K -$314K -11,257 -47%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$359K +$343K +12,278 New
BS
133
Banco Santander
Spain
$355K +$339K +12,134 New
SA
134
SL Advisors
New Jersey
$342K -$25.6K -917 -7%
LW
135
Linscomb Wealth
Texas
$338K
IWA
136
Icon Wealth Advisors
Texas
$329K +$314K +11,227 New
ZCM
137
Ziegler Capital Management
Illinois
$303K
William Blair & Company
138
William Blair & Company
Illinois
$299K +$1.84K +66 +0.6%
SGCA
139
Steel Grove Capital Advisors
Tennessee
$296K
FW
140
FirstPurpose Wealth
Utah
$292K +$1.06K +38 +0.4%
CWP
141
CFM Wealth Partners
Texas
$289K +$276K +9,878 New
Comerica Bank
142
Comerica Bank
Texas
$288K -$139K -4,992 -34%
BM
143
Belfer Management
New York
$279K
BDWCC
144
B&D White Capital Company
Texas
$258K
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$248K +$237K +8,482 New
MCM
146
MAI Capital Management
Ohio
$247K -$25.1K -899 -10%
SCA
147
Snowden Capital Advisors
New York
$247K +$236K +8,433 New
N
148
Nuveen
North Carolina
$244K
Bank of New York Mellon
149
Bank of New York Mellon
New York
$242K +$9.78K +350 +4%
CCA
150
Cadent Capital Advisors
Oklahoma
$237K +$2.04K +73 +0.9%

WES Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2023, worth a combined $4.83B — up 8.1% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 19 closed out — a net gain of 8 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $33.9M.

  • 196 institutional investors held Western Midstream Partners (WES) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $4.83B of Western Midstream Partners stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Western Midstream Partners buyer in Q4 2023 was Invesco, an estimated $72.6M added.
  • The largest Western Midstream Partners seller in Q4 2023 was Tortoise Capital Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.