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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
SW
176
SkyOak Wealth
Michigan
$205K +$179K +5,773 New
BC
177
Barnett & Company
Tennessee
$203K -$279K -9,000 -61%
HBWM
178
Hollow Brook Wealth Management
New York
$202K +$176K +5,676 New
SOW
179
State of Wyoming
Wyoming
$197K +$132K +4,255 +330%
BWP
180
Baldwin Wealth Partners
Massachusetts
$178K -$260K -8,388 -63%
CTC
181
Central Trust Company
Missouri
$149K
FHA
182
First Horizon Advisors
Tennessee
$138K
IA
183
IFP Advisors
Florida
$131K -$18.7K -603 -14%
SAM
184
Smartleaf Asset Management
Massachusetts
$118K +$105K +3,368 New
CFGS
185
Concourse Financial Group Securities
Alabama
$93.7K
MG
186
Mather Group
Illinois
$67.6K +$71.7K +2,309 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$66.8K -$869 -28 -1%
BTI
188
Blue Trust Inc
Georgia
$64.7K +$14.5K +468 +35%
CMA
189
Cedar Mountain Advisors
Oregon
$64.6K +$1.12K +36 +2%
RG
190
Retirement Group
California
$56.6K +$14.2K +456 +40%
CG
191
Cutler Group
California
$56K +$37K +1,192 +310%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$55.7K
AF
193
Allworth Financial
California
$53.3K
FFO
194
Fortitude Family Office
Arizona
$52.9K +$931 +30 +2%
MA
195
MCF Advisors
Kentucky
$46.2K
LJHT
196
Laurie J. Hall Trustee
$45K -$15.5K -500 -29%
SC
197
SouthState Corp
Florida
$44.5K +$38.8K +1,251 New
QCG
198
Quadrant Capital Group
Ohio
$44.3K
ANBT
199
American National Bank & Trust
Texas
$42.3K +$9.47K +305 +34%
HPC
200
HM Payson & Co
Maine
$39.9K

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.