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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
QCG
176
Quadrant Capital Group
Ohio
$36.5K
RG
177
Retirement Group
California
$33.2K +$419 +15 +1%
HPC
178
HM Payson & Co
Maine
$32.8K
SWM
179
Spire Wealth Management
Virginia
$28.7K
WIM
180
Westside Investment Management
California
$26.3K
ANBT
181
American National Bank & Trust
Texas
$25.9K
NA
182
NewEdge Advisors
Louisiana
$23.2K +$168 +6 +0.8%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$20.7K
GWSG
184
GPS Wealth Strategies Group
Colorado
$18.6K +$363 +13 +2%
ASN
185
Advisory Services Network
Georgia
$12.6K +$12K +431 New
CG
186
Cutler Group
California
$11K +$10.7K +384 New
OLVIG
187
Oliver Lagore Vanvalin Investment Group
Michigan
$8.96K +$168 +6 +2%
SIC
188
Salem Investment Counselors
North Carolina
$8.78K -$7.79K -279 -48%
ADL
189
Asset Dedication LLC
California
$6K
QC
190
Quent Capital
New York
$4.71K
GWM
191
Geneos Wealth Management
Colorado
$4.48K
GEA
192
Glen Eagle Advisors
New Jersey
$2.93K
PCM
193
Perritt Capital Management
Illinois
$2.93K +$2.79K +100 New
FUBT
194
First United Bank & Trust
Maryland
$1.4K +$1.34K +48 New
NMG
195
New Millennium Group
Utah
$678
CAS
196
Coppell Advisory Solutions
Texas
$468 -$559 -20 -56%
N
197
Natixis
France
-$17.2M -631,400 Closed
EIP
198
Energy Income Partners
Connecticut
-$14.9M -546,562 Closed
PIWA
199
Prevail Innovative Wealth Advisors
Kansas
-$2.42M -88,835 Closed
TNA
200
True North Advisors
Texas
-$696K -25,542 Closed

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.