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Western Midstream Partners

228 hedge funds and large institutions have $5.8B invested in Western Midstream Partners in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $8.73M

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

1% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 74

1% more funds holding

Funds holding: 226228 (+2)

0.36% more ownership

Funds ownership: 41.43%41.79% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $5.86B → $5.8B (-$62.8M)

Holders
228
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
34
Increased
75
Reduced
74
Closed
28
Calls
$17.8M
Puts
$8.73M
Net Calls
+$9.05M
Net Calls Change
+$625K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
151
Virtu Financial
New York
$448K -$591K -19,164 -57%
BWP
152
Baldwin Wealth Partners
Massachusetts
$448K -$2.37K -77 -0.5%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$437K -$1.04M -33,824 -70%
MMPW
154
Mitchell McLeod Pugh & Williams
Alabama
$428K -$3.08K -100 -0.7%
BWCS
155
Beirne Wealth Consulting Services
Connecticut
$422K -$40.4K -1,309 -9%
SCA
156
Stokes Capital Advisors
South Carolina
$422K -$23.9K -775 -5%
IMC Chicago
157
IMC Chicago
Illinois
$407K +$408K +13,240 New
SBH
158
Segall Bryant & Hamill
Illinois
$402K
BCA
159
Berman Capital Advisors
Georgia
$402K +$9.62K +312 +2%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$381K +$40.4K +1,311 +12%
SCG
161
Sonata Capital Group
Washington
$379K -$9.4K -305 -2%
FIM
162
Frontier Investment Management
Texas
$369K
ECG
163
Edge Capital Group
Georgia
$367K +$41.7K +1,353 +13%
KCPG
164
Kavar Capital Partners Group
Kansas
$352K
FA
165
FDx Advisors
Illinois
$322K +$104K +3,375 +48%
N
166
Nuveen
North Carolina
$302K -$167K -5,430 -36%
V
167
Veritable
Delaware
$283K -$7.77K -252 -3%
ANRIA
168
American National Registered Investment Advisor
Texas
$282K -$9.4K -305 -3%
STA
169
Summit Trail Advisors
New York
$280K
UR
170
USCA RIA
Texas
$265K
BTS
171
BB&T Securities
Virginia
$263K +$6.01K +195 +2%
PDM
172
Penn Davis McFarland
Texas
$258K
LA
173
LVW Advisors
New York
$258K +$258K +8,375 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$253K -$6.26K -203 -2%
POIA
175
Pin Oak Investment Advisors
Texas
$244K

WES Hedge Fund Activity: Q2 2019 in Review

228 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q2 2019, worth a combined $5.8B — down 1.1% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WES positions and 28 closed out — a net gain of 6 holders — while 75 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $286M. The largest seller was Advisory Research, cutting an estimated $51.6M.

  • 228 institutional investors held Western Midstream Partners (WES) as of Q2 2019, up from 226 in Q1 2019.
  • Funds reported $5.8B of Western Midstream Partners stock for Q2 2019, down 1.1% quarter-over-quarter.
  • 34 funds opened new Western Midstream Partners positions in Q2 2019 and 28 closed out, a net change of +6 holders.
  • The largest Western Midstream Partners buyer in Q2 2019 was Invesco, an estimated $286M added.
  • The largest Western Midstream Partners seller in Q2 2019 was Advisory Research, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2019.