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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
RIA
201
Realta Investment Advisors
Delaware
$216K +$200K +5,446 New
ACS
202
Archford Capital Strategies
Illinois
$215K +$199K +5,400 New
BFG
203
Bleakley Financial Group
New Jersey
$215K +$199K +5,400 New
SW
204
Simplicity Wealth
New Jersey
$215K +$199K +5,400 New
AWE
205
Avidian Wealth Enterprises
Texas
$214K +$198K +5,384 New
PSCM
206
Per Stirling Capital Management
Texas
$213K +$197K +5,359 New
BFS
207
Bradley Foster & Sargent
Connecticut
$212K +$196K +5,338 New
BSW
208
Buckingham Strategic Wealth
Missouri
$209K +$194K +5,270 New
VEA
209
Virtus ETF Advisers
New York
$206K -$45K -1,224 -19%
SWA
210
SFMG Wealth Advisors
Texas
$205K +$189K +5,148 New
Creative Planning
211
Creative Planning
Kansas
$204K +$189K +5,141 New
BWP
212
Baldwin Wealth Partners
Massachusetts
$199K
CTC
213
Central Trust Company
Missouri
$167K
FHA
214
First Horizon Advisors
Tennessee
$154K
AF
215
Allworth Financial
California
$105K +$36.8K +1,000 +67%
PPA
216
Painted Porch Advisors
California
$105K +$97.1K +2,639 New
CFGS
217
Concourse Financial Group Securities
Alabama
$105K
SAM
218
Smartleaf Asset Management
Massachusetts
$104K -$26.8K -728 -22%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$102K +$36.8K +1,000 +64%
TWP
220
Triad Wealth Partners
Kansas
$77.7K +$71.9K +1,955 New
MG
221
Mather Group
Illinois
$75.3K -$7.03K -191 -8%
CMA
222
Cedar Mountain Advisors
Oregon
$73.9K +$1.55K +42 +2%
EWA
223
EverSource Wealth Advisors
Alabama
$73.7K +$66.2K +1,800 New
BTI
224
Blue Trust Inc
Georgia
$64.7K
FFO
225
Fortitude Family Office
Arizona
$60.5K +$1.25K +34 +2%