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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
151
Geode Capital Management
Massachusetts
$205K +$6.66K +248 +3%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$201K
JF
153
Jump Financial
Illinois
$200K +$204K +7,593 New
US Bancorp
154
US Bancorp
Minnesota
$157K
BTI
155
Blue Trust Inc
Georgia
$126K +$30K +1,116 +31%
SOW
156
State of Wyoming
Wyoming
$119K -$47.2K -1,758 -28%
EWA
157
EverSource Wealth Advisors
Alabama
$109K
AAS
158
Ameritas Advisory Services
Nebraska
$109K +$111K +4,127 New
CPA
159
Cowen Prime Advisors
New York
$101K
FHA
160
First Horizon Advisors
Tennessee
$101K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$100K -$2.12K -79 -2%
IA
162
IFP Advisors
Florida
$73.3K -$48.4K -1,800 -45%
CFGS
163
Concourse Financial Group Securities
Alabama
$69.5K
Citadel Advisors
164
Citadel Advisors
Florida
$68.9K +$36.3K +1,352 +107%
ECG
165
Edge Capital Group
Georgia
$63.7K -$188K -7,000 -74%
NMG
166
New Millennium Group
Utah
$52.3K -$15K -559 -22%
LJHT
167
Laurie J. Hall Trustee
$46K
CMA
168
Cedar Mountain Advisors
Oregon
$43.6K +$779 +29 +2%
QCG
169
Quadrant Capital Group
Ohio
$42.1K +$13.4K +499 +45%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$41.3K
AF
171
Allworth Financial
California
$40.1K +$54 +2 +0.1%
MA
172
MCF Advisors
Kentucky
$34.3K
HPC
173
HM Payson & Co
Maine
$29.6K
SWM
174
Spire Wealth Management
Virginia
$27.2K +$25K +929 +893%
TRCT
175
Tower Research Capital (TRC)
New York
$27K +$27.3K +1,016 New

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.