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Western Midstream Partners

217 hedge funds and large institutions have $5.47B invested in Western Midstream Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

76% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $27.8M

13% more capital invested

Capital invested by funds: $4.83B → $5.47B (+$643M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 196217 (+21)

2.7% less ownership

Funds ownership: 43.5%40.8% (-2.7%)

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

Holders
217
Holders Change
+21
Holders Change %
+10.71%
% of All Funds
3.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
61
Reduced
73
Closed
12
Calls
$48.9M
Puts
$27.8M
Net Calls
+$21.2M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$581K -$49.2K -1,585 -9%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$525K +$458K +14,760 New
Fayez Sarofim & Co
128
Fayez Sarofim & Co
Texas
$523K
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$522K +$192K +6,186 +73%
Osaic Holdings
130
Osaic Holdings
Arizona
$520K -$40.5K -1,306 -8%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$513K -$11.1K -356 -2%
DF
132
Donoghue Forlines
Massachusetts
$510K -$129K -4,170 -23%
BS
133
Banco Santander
Spain
$475K +$38.4K +1,238 +10%
SCM
134
Sage Capital Management
New Jersey
$458K -$18.5K -597 -4%
BG
135
Bollard Group
Massachusetts
$458K +$7.82K +252 +2%
SIC
136
Samalin Investment Counsel
New York
$434K +$379K +12,207 New
LW
137
Linscomb Wealth
Texas
$411K
Comerica Bank
138
Comerica Bank
Texas
$406K +$49K +1,580 +16%
IC
139
Inscription Capital
Texas
$401K +$350K +11,274 New
IWA
140
Icon Wealth Advisors
Texas
$399K
ZCM
141
Ziegler Capital Management
Illinois
$368K
William Blair & Company
142
William Blair & Company
Illinois
$366K +$2.05K +66 +0.6%
SGCA
143
Steel Grove Capital Advisors
Tennessee
$360K
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$357K +$312K +10,055 New
BM
145
Belfer Management
New York
$354K +$13K +418 +4%
FW
146
FirstPurpose Wealth
Utah
$354K
MNBTD
147
Moody National Bank Trust Division
Texas
$339K -$94.7K -3,050 -24%
VF
148
Virtu Financial
New York
$323K +$282K +9,088 New
WA
149
Wealth Alliance
New York
$322K -$118K -3,787 -29%
BDWCC
150
B&D White Capital Company
Texas
$314K

WES Hedge Fund Activity: Q1 2024 in Review

217 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2024, worth a combined $5.47B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WES positions and 12 closed out — a net gain of 22 holders — while 61 added to existing stakes and 73 trimmed.

The largest buyer was Jennison Associates, adding an estimated $29.3M. The largest seller was ALPS Advisors, cutting an estimated $67.6M.

  • 217 institutional investors held Western Midstream Partners (WES) as of Q1 2024, up from 196 in Q4 2023.
  • Funds reported $5.47B of Western Midstream Partners stock for Q1 2024, up 13% quarter-over-quarter.
  • 34 funds opened new Western Midstream Partners positions in Q1 2024 and 12 closed out, a net change of +22 holders.
  • The largest Western Midstream Partners buyer in Q1 2024 was Jennison Associates, an estimated $29.3M added.
  • The largest Western Midstream Partners seller in Q1 2024 was ALPS Advisors, an estimated $67.6M sold.

Based on aggregated 13F filings for Q1 2024.