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Western Midstream Partners

181 hedge funds and large institutions have $2.13B invested in Western Midstream Partners in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $1.2B → $2.13B (+$928M)

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 166181 (+15)

3.22% more ownership

Funds ownership: 33.74%36.95% (+3.2%)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.5M

Holders
181
Holders Change
+15
Holders Change %
+9.04%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
40
Increased
47
Reduced
63
Closed
25
Calls
$11.9M
Puts
$19.5M
Net Calls
-$7.63M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
151
Cowen Prime Advisors
New York
$53K
APA
152
American Portfolios Advisors
New York
$52.9K +$689 +60 +2%
S
153
SignatureFD
Georgia
$48K +$3.16K +275 +9%
FHA
154
First Horizon Advisors
Tennessee
$48K +$7.9K +688 +25%
BCA
155
Berman Capital Advisors
Georgia
$32K -$28.4K -2,475 -52%
GWM
156
Geneos Wealth Management
Colorado
$28K -$16.5K -1,440 -48%
FWM
157
FSA Wealth Management
Massachusetts
$28K +$23K +2,000 New
FPS
158
Fieldpoint Private Securities
Connecticut
$28K +$23.2K +2,016 New
LJHT
159
Laurie J. Hall Trustee
$24K
CMA
160
Cedar Mountain Advisors
Oregon
$21K +$17.2K +1,500 New
FF
161
FourThought Financial
Florida
$21K +$17.5K +1,525 New
CFGS
162
Concourse Financial Group Securities
Alabama
$15K
HPC
163
HM Payson & Co
Maine
$15K
SFS
164
Sowell Financial Services
Arkansas
$15K +$333 +29 +3%
QCG
165
Quadrant Capital Group
Ohio
$14K +$5.01K +436 +80%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$13K +$620 +54 +6%
IA
167
IFP Advisors
Florida
$11K
ICP
168
Interchange Capital Partners
Pennsylvania
$10K +$8.69K +757 New
ST
169
Smithfield Trust
Pennsylvania
$7K
TWP
170
TFO Wealth Partners
Ohio
$6K -$8.71K -758 -63%
ASN
171
Advisory Services Network
Georgia
$5K -$2.63K -229 -38%
BC
172
Bartlett & Co
Ohio
$5K +$3.77K +328 New
AIM
173
Anchor Investment Management
South Carolina
$4.85K +$4.03K +351 New
BCWM
174
Bartlett & Co Wealth Management
Ohio
$4.53K +$3.77K +328 New
CWM
175
Curi Wealth Management
North Carolina
$4K +$3.79K +330 New

WES Hedge Fund Activity: Q4 2020 in Review

181 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2020, worth a combined $2.13B — up 77% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WES positions and 25 closed out — a net gain of 15 holders — while 47 added to existing stakes and 63 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $43.4M. The largest seller was Brookfield Corp, cutting an estimated $39.1M.

  • 181 institutional investors held Western Midstream Partners (WES) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $2.13B of Western Midstream Partners stock for Q4 2020, up 77% quarter-over-quarter.
  • 40 funds opened new Western Midstream Partners positions in Q4 2020 and 25 closed out, a net change of +15 holders.
  • The largest Western Midstream Partners buyer in Q4 2020 was Blackstone Inc, an estimated $43.4M added.
  • The largest Western Midstream Partners seller in Q4 2020 was Brookfield Corp, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2020.