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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
SWM
201
Spire Wealth Management
Virginia
$36.7K
TRCT
202
Tower Research Capital (TRC)
New York
$32.3K +$28.2K +908 New
WIM
203
Westside Investment Management
California
$32K
EBA
204
Eagle Bay Advisors
New York
$29.2K +$25.5K +822 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$25.2K
GWSG
206
GPS Wealth Strategies Group
Colorado
$23K +$404 +13 +2%
NA
207
NewEdge Advisors
Louisiana
$18.3K -$8.66K -279 -35%
OLVIG
208
Oliver Lagore Vanvalin Investment Group
Michigan
$11.1K +$217 +7 +2%
SIC
209
Salem Investment Counselors
North Carolina
$10.7K
NIC
210
Northwest Investment Counselors
Oregon
$8.53K +$7.45K +240 New
ADL
211
Asset Dedication LLC
California
$7K
QC
212
Quent Capital
New York
$5.72K
GWM
213
Geneos Wealth Management
Colorado
$5.44K
PS
214
Principal Securities
Iowa
$3.8K -$147K -4,722 -98%
PCM
215
Perritt Capital Management
Illinois
$3.63K +$62 +2 +2%
GEA
216
Glen Eagle Advisors
New Jersey
$3.56K
CA
217
CoreCap Advisors
Michigan
$1.07K +$931 +30 New
DPIM
218
Duff & Phelps Investment Management
Illinois
-$11.2M -383,000 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
-$2.8M -90,077 Closed
DS
220
DRW Securities
Illinois
-$1.64M -52,979 Closed
FC
221
FORA Capital
Florida
-$625K -21,365 Closed
CG
222
Caprock Group
Idaho
-$431K -14,738 Closed
SFA
223
Sequoia Financial Advisors
Ohio
-$219K -7,500 Closed
TCWA
224
Turtle Creek Wealth Advisors
Texas
-$80K -2,734 Closed
UB
225
UMB Bank
Missouri
-$73.5K -2,513 Closed

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.