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Western Midstream Partners

95 hedge funds and large institutions have $1.05B invested in Western Midstream Partners in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $713K | Put options by funds: $529K

0.08% more ownership

Funds ownership: 22.76%22.83% (+0.08%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 10195 (-6)

9% less capital invested

Capital invested by funds: $1.15B → $1.05B (-$102M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
35
Reduced
36
Closed
16
Calls
$713K
Puts
$529K
Net Calls
+$184K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Salient Capital Advisors
Texas
$161M +$11.4M +286,325 +7%
CCM
2
Chickasaw Capital Management
Tennessee
$134M +$30.9M +776,476 +27%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$108M +$81.8M +2,053,218 +225%
AR
4
Advisory Research
Illinois
$93.7M -$18.3M -458,372 -15%
TCA
5
Tortoise Capital Advisors
Kansas
$87.1M +$12.3M +309,301 +13%
Morgan Stanley
6
Morgan Stanley
New York
$68.7M -$4.25M -106,776 -5%
KACA
7
Kayne Anderson Capital Advisors
California
$55.9M -$30.1M -755,816 -33%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$36.7M -$2.42M -60,693 -6%
Goldman Sachs
9
Goldman Sachs
New York
$35.9M -$22.4M -562,390 -36%
COPPSERS
10
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$31.4M -$353K -8,850 -1%
CCCA
11
Center Coast Capital Advisors
Texas
$29M -$20.8M -521,915 -39%
JP Morgan Chase
12
JP Morgan Chase
New York
$20.4M +$17M +426,996 +315%
NIM
13
NXG Investment Management
Texas
$19.9M +$765K +19,210 +4%
O
14
OppenheimerFunds
New York
$18.6M
ZP
15
Zimmer Partners
New York
$15.3M +$6.32M +158,622 +61%
HCMT
16
Highland Capital Management (Texas)
Texas
$14.3M +$1.82M +45,600 +13%
Citigroup
17
Citigroup
New York
$8.67M -$3.7M -92,941 -28%
FWIA
18
Fort Washington Investment Advisors
Ohio
$6.93M +$398K +10,000 +6%
NC
19
NBW Capital
Massachusetts
$6.01M -$136K -3,407 -2%
Deutsche Bank
20
Deutsche Bank
Germany
$5.96M -$6.01M -150,758 -48%
BAMCO Inc
21
BAMCO Inc
New York
$5.59M -$1.2M -30,000 -16%
Renaissance Technologies
22
Renaissance Technologies
New York
$5.42M -$3.31M -83,148 -36%
TWMP
23
Taylor Wealth Management Partners
Massachusetts
$5.38M +$2.48M +62,214 +72%
Bank of America
24
Bank of America
North Carolina
$5.09M -$30.1K -756 -0.5%
MHI
25
Miller Howard Investments
New York
$4.47M +$2.41M +60,506 +97%

WES Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2015, worth a combined $1.05B — down 8.8% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WES and 12 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Neuberger Berman Group, adding an estimated $81.8M. The largest seller was Harvest Fund Advisors, exiting entirely with an estimated $31.6M sold.

  • 95 institutional investors held Western Midstream Partners (WES) as of Q4 2015, down from 101 in Q3 2015.
  • Funds reported $1.05B of Western Midstream Partners stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 12 funds opened new Western Midstream Partners positions in Q4 2015 and 16 closed out, a net change of -4 holders.
  • The largest Western Midstream Partners buyer in Q4 2015 was Neuberger Berman Group, an estimated $81.8M added.
  • The largest Western Midstream Partners seller in Q4 2015 was Harvest Fund Advisors, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2015.