Western Midstream Partners
WES
181 hedge funds and large institutions have $2.13B invested in Western Midstream Partners in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 25 closing their positions.
77% more capital invested
Capital invested by funds: $1.2B → $2.13B (+$928M)
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 166 → 181 (+15)
3.22% more ownership
Funds ownership: 33.74% → 36.95% (+3.2%)
25% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 63
39% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
+$43.4M |
| 2 |
JP Morgan Chase
New York
|
+$25.5M |
| 3 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$17.9M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$13.6M |
| 5 |
Goldman Sachs
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$39.1M |
| 2 |
Neuberger Berman Group
New York
|
-$21.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$9.01M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$6.95M |
| 5 |
LCM
Lonestar Capital Management
San Francisco,
California
|
-$6.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Simplex Trading
Chicago,
Illinois
| – | -$18.4K | -1,604 | Closed |
|
|
POIA
202
Pin Oak Investment Advisors
Houston,
Texas
| – | -$8K | -964 | Closed |
|
|
PFS
203
Prospera Financial Services
Dallas,
Texas
| – | -$3K | -343 | Closed |
|
|
SPIA
204
Steward Partners Investment Advisory
New York
| – | -$2K | -256 | Closed |
|
|
FFA
205
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$2K | -200 | Closed |
|
|
CM
206
Caption Management
Oklahoma City,
Oklahoma
| – | -$1K | -100 | Closed |
|
WES Hedge Fund Activity: Q4 2020 in Review
181 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2020, worth a combined $2.13B — up 77% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WES positions and 25 closed out — a net gain of 15 holders — while 47 added to existing stakes and 63 trimmed.
The largest buyer was Blackstone Inc, adding an estimated $43.4M. The largest seller was Brookfield Corp, cutting an estimated $39.1M.
- 181 institutional investors held Western Midstream Partners (WES) as of Q4 2020, up from 166 in Q3 2020.
- Funds reported $2.13B of Western Midstream Partners stock for Q4 2020, up 77% quarter-over-quarter.
- 40 funds opened new Western Midstream Partners positions in Q4 2020 and 25 closed out, a net change of +15 holders.
- The largest Western Midstream Partners buyer in Q4 2020 was Blackstone Inc, an estimated $43.4M added.
- The largest Western Midstream Partners seller in Q4 2020 was Brookfield Corp, an estimated $39.1M sold.
Based on aggregated 13F filings for Q4 2020.