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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
WIM
176
Westside Investment Management
California
$23.7K
ANBT
177
American National Bank & Trust
Texas
$23.3K
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$21.2K +$403 +15 +2%
NA
179
NewEdge Advisors
Louisiana
$21K -$97.5K -3,630 -82%
RG
180
Retirement Group
California
$19K +$14.1K +525 +263%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$18.7K
CTC
182
Central Trust Company
Missouri
$17.9K
GWSG
183
GPS Wealth Strategies Group
Colorado
$15.6K +$15.9K +590 New
SIC
184
Salem Investment Counselors
North Carolina
$15.3K +$15.6K +579 New
TCM
185
TD Capital Management
Tennessee
$13.3K +$13.5K +504 New
UB
186
UMB Bank
Missouri
$13.2K
ASN
187
Advisory Services Network
Georgia
$11.4K -$26.9K -1,000 -70%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$8.04K +$8.19K +305 New
NIC
189
Northwest Investment Counselors
Oregon
$6.33K +$6.45K +240 New
ADL
190
Asset Dedication LLC
California
$5K
QC
191
Quent Capital
New York
$4.25K
GWM
192
Geneos Wealth Management
Colorado
$4.04K
GEA
193
Glen Eagle Advisors
New Jersey
$2.64K
Arrowstreet Capital
194
Arrowstreet Capital
Massachusetts
-$19.2M -714,127 Closed
IG
195
ING Group
Netherlands
-$2.77M -103,000 Closed
Victory Capital Management
196
Victory Capital Management
Texas
-$589K -21,930 Closed
PAG
197
Private Advisor Group
New Jersey
-$348K -14,451 Closed
KA
198
Kovack Advisors
Florida
-$338K -12,600 Closed
PFS
199
Prospera Financial Services
Texas
-$335K -12,470 Closed
TC
200
TownSquare Capital
Utah
-$318K -11,847 Closed

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.