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Western Midstream Partners
WES

Overview Fund Activity

271 hedge funds and large institutions have $6.01B invested in Western Midstream Partners in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+18
Holders Change %
+7.11%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
40
Increased
108
Reduced
56
Closed
19
Calls
$29.3M
Puts
$24.5M
Net Calls
+$4.79M
Net Calls Change
-$24.4M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$189M
2
Blackstone Inc
Blackstone Inc
New York
$642M
3
KACA
Kayne Anderson Capital Advisors
California
$238M
4
DPIM
Duff & Phelps Investment Management
Illinois
$27.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.3M

Top Sellers

1
Invesco
Invesco
Georgia
$819M
2
BC
Brookfield Corp
Ontario, Canada
$63.8M
3
TCA
Tortoise Capital Advisors
Kansas
$302M
4
Barclays
Barclays
United Kingdom
$29.4M
5
Nomura Holdings
Nomura Holdings
Japan
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sage Capital Management
New Jersey
$419K -$13.4K -351 -3%
IWA
152
Icon Wealth Advisors
Texas
$417K +$2.91K +76 +0.7%
VF
153
Virtu Financial
New York
$409K +$409K +10,688 New
KWM
154
Kingsview Wealth Management
Oregon
$406K +$32.1K +839 +9%
FMI
155
F/M Investments
District of Columbia
$396K – – –
LF
156
Lee Financial
Texas
$388K +$388K +10,144 New
AHL
157
Abel Hall LLC
Louisiana
$383K – – –
William Blair & Company
158
William Blair & Company
Illinois
$382K -$14.9K -389 -4%
BM
159
Belfer Management
New York
$381K – – –
CL
160
Choreo LLC
Illinois
$354K -$9.78K -254 -3%
BBHC
161
Brown Brothers Harriman & Co
New York
$336K +$314K +8,208 +1,430%
HIC
162
Holderness Investments Company
North Carolina
$327K +$22K +575 +7%
STA
163
Summit Trail Advisors
New York
$326K +$19.2K +501 +6%
HIP
164
HUB Investment Partners
Texas
$325K +$31K +811 +11%
CCA
165
Cadent Capital Advisors
Oklahoma
$320K +$3.37K +88 +1%
SWP
166
Stratos Wealth Partners
Ohio
$316K +$316K +8,265 New
FWIA
167
Fort Washington Investment Advisors
Ohio
$315K – – –
AWS
168
Atria Wealth Solutions
New York
$308K +$90K +2,351 +41%
WJWM
169
Williams Jones Wealth Management
New York
$306K +$306K +8,000 New
FVCM
170
F&V Capital Management
Florida
$306K – – –
Geode Capital Management
171
Geode Capital Management
Massachusetts
$305K +$3.6K +94 +1%
US Bancorp
172
US Bancorp
Minnesota
$304K – – –
MNBTD
173
Moody National Bank Trust Division
Texas
$302K -$62.8K -1,641 -17%
WCA
174
Westover Capital Advisors
Delaware
$295K – – –
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$293K – – –
5 6
7
8 9