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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
MCM
151
MAI Capital Management
Ohio
$300K
SCA
152
Snowden Capital Advisors
New York
$300K
N
153
Nuveen
North Carolina
$296K
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$291K +$254K +8,185 New
CCA
155
Cadent Capital Advisors
Oklahoma
$291K +$2.23K +72 +0.9%
FVCM
156
F&V Capital Management
Florida
$284K +$248K +8,000 New
US Bancorp
157
US Bancorp
Minnesota
$282K +$62.1K +2,000 +34%
Geode Capital Management
158
Geode Capital Management
Massachusetts
$281K +$3.85K +124 +2%
ACI
159
Alpha Cubed Investments
California
$275K +$240K +7,725 New
FTCM
160
First Trust Capital Management
Illinois
$259K -$4.66K -150 -2%
IAMOG
161
Investors Asset Management of Georgia
Georgia
$258K -$6.21K -200 -3%
STA
162
Summit Trail Advisors
New York
$252K
MC
163
Moors & Cabot
Massachusetts
$250K +$3.23K +104 +2%
IFG
164
Independent Financial Group
California
$249K -$248K -8,000 -53%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$229K +$200K +6,450 New
TC
166
TownSquare Capital
Utah
$228K +$199K +6,422 New
VEA
167
Virtus ETF Advisers
New York
$228K +$199K +6,421 New
Bank of New York Mellon
168
Bank of New York Mellon
New York
$226K -$59.5K -1,916 -23%
AWM
169
Axxcess Wealth Management
California
$224K -$279K -9,000 -59%
CAN
170
Cetera Advisor Networks
California
$221K +$193K +6,227 New
HIP
171
HUB Investment Partners
Texas
$210K +$184K +5,914 New
HP
172
Highlander Partners
Texas
$208K +$189K +6,100 New
Brown Advisory
173
Brown Advisory
Maryland
$208K +$181K +5,837 New
AIA
174
Arrow Investment Advisors
Maryland
$207K +$181K +5,822 New
HWM
175
HB Wealth Management
Georgia
$206K +$180K +5,793 New

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.