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Western Midstream Partners

254 hedge funds and large institutions have $5.97B invested in Western Midstream Partners in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

173% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $16.9M

17% more funds holding

Funds holding: 217254 (+37)

9% more capital invested

Capital invested by funds: $5.47B → $5.97B (+$495M)

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.31% less ownership

Funds ownership: 40.8%39.49% (-1.3%)

Holders
254
Holders Change
+37
Holders Change %
+17.05%
% of All Funds
3.67%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
61
Increased
75
Reduced
71
Closed
18
Calls
$46.1M
Puts
$16.9M
Net Calls
+$29.2M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$302K -$30.6K -832 -10%
WA
177
Wealth Alliance
New York
$285K -$69.1K -1,878 -21%
MC
178
Moors & Cabot
Massachusetts
$284K +$4.38K +119 +2%
IAMOG
179
Investors Asset Management of Georgia
Georgia
$275K -$12.3K -333 -5%
RWP
180
RWA Wealth Partners
Massachusetts
$271K +$251K +6,833 New
MA
181
Mutual Advisors
Nebraska
$261K +$238K +6,461 New
HWM
182
HB Wealth Management
Georgia
$257K +$24.8K +674 +12%
LSPW
183
Lake Street Private Wealth
Illinois
$253K +$235K +6,373 New
RVPG
184
Relative Value Partners Group
$253K +$235K +6,373 New
TC
185
TownSquare Capital
Utah
$248K -$6.84K -186 -3%
PFS
186
Prospera Financial Services
Texas
$243K +$225K +6,123 New
PA
187
Prossimo Advisors
California
$242K +$224K +6,081 New
Bank of New York Mellon
188
Bank of New York Mellon
New York
$238K -$14.2K -387 -6%
HP
189
Highlander Partners
Texas
$236K
Brown Advisory
190
Brown Advisory
Maryland
$232K
AAS
191
Avantax Advisory Services
Texas
$230K +$213K +5,800 New
SW
192
SkyOak Wealth
Michigan
$229K
CIA
193
Concurrent Investment Advisors
Florida
$227K +$210K +5,701 New
BC
194
Barnett & Company
Tennessee
$226K
AWS
195
Atria Wealth Solutions
New York
$226K +$210K +5,700 New
HBWM
196
Hollow Brook Wealth Management
New York
$226K
IA
197
IFP Advisors
Florida
$221K +$68.2K +1,854 +50%
PAG
198
Private Advisor Group
New Jersey
$220K +$204K +5,535 New
SFA
199
Sequoia Financial Advisors
Ohio
$219K +$203K +5,521 New
MCM
200
Mattern Capital Management
Colorado
$218K +$201K +5,475 New