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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
Geode Capital Management
151
Geode Capital Management
Massachusetts
$228K -$335 -12 -0.2%
SFA
152
Sequoia Financial Advisors
Ohio
$219K -$41.9K -1,500 -17%
IAMOG
153
Investors Asset Management of Georgia
Georgia
$218K
FTCM
154
First Trust Capital Management
Illinois
$218K +$208K +7,446 New
STA
155
Summit Trail Advisors
New York
$208K +$198K +7,096 New
MC
156
Moors & Cabot
Massachusetts
$202K +$193K +6,915 New
US Bancorp
157
US Bancorp
Minnesota
$174K
PS
158
Principal Securities
Iowa
$141K +$135K +4,829 New
IA
159
IFP Advisors
Florida
$126K +$9.72K +348 +9%
CTC
160
Central Trust Company
Missouri
$123K +$98.5K +3,525 +518%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$114K -$5K -179 -4%
FHA
162
First Horizon Advisors
Tennessee
$114K
TCWA
163
Turtle Creek Wealth Advisors
Texas
$80K +$76.4K +2,734 New
CFGS
164
Concourse Financial Group Securities
Alabama
$77.2K
UB
165
UMB Bank
Missouri
$73.5K +$70.2K +2,513 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$55.8K -$168K -6,010 -76%
CMA
167
Cedar Mountain Advisors
Oregon
$52.1K +$1.01K +36 +2%
LJHT
168
Laurie J. Hall Trustee
$51K
TWM
169
Tradition Wealth Management
Minnesota
$51K
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$45.8K
AF
171
Allworth Financial
California
$43.9K
FFO
172
Fortitude Family Office
Arizona
$42.7K +$40.8K +1,459 New
MA
173
MCF Advisors
Kentucky
$38K
SOW
174
State of Wyoming
Wyoming
$37.7K -$37.8K -1,355 -51%
BTI
175
Blue Trust Inc
Georgia
$37K +$4.02K +144 +12%

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.