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Western Midstream Partners

110 hedge funds and large institutions have $1.66B invested in Western Midstream Partners in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $1.47B → $1.66B (+$197M)

2% more funds holding

Funds holding: 108110 (+2)

0.63% more ownership

Funds ownership: 29.36%29.98% (+0.63%)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

84% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $23.5M

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
18
Increased
34
Reduced
42
Closed
14
Calls
$3.66M
Puts
$23.5M
Net Calls
-$19.8M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$377M +$101M +2,686,948 +43%
CCM
2
Chickasaw Capital Management
Tennessee
$220M +$27.9M +741,480 +17%
SCA
3
Salient Capital Advisors
Texas
$194M -$2.71M -71,879 -2%
Morgan Stanley
4
Morgan Stanley
New York
$114M -$57.2M -1,519,665 -36%
AR
5
Advisory Research
Illinois
$68.9M -$10.3M -274,358 -14%
Citigroup
6
Citigroup
New York
$60.3M -$608K -16,135 -1%
TCA
7
Tortoise Capital Advisors
Kansas
$52.3M -$60.8M -1,614,678 -57%
CS
8
Credit Suisse
Switzerland
$43.8M +$14.8M +391,806 +61%
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.4M
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$39.2M
CCCA
11
Center Coast Capital Advisors
Texas
$37.9M +$33.6M +890,671 +166,792%
KACA
12
Kayne Anderson Capital Advisors
California
$35.6M -$9.42M -249,950 -23%
Goldman Sachs
13
Goldman Sachs
New York
$35.3M -$82.9M -2,201,092 -73%
ZP
14
Zimmer Partners
New York
$35M -$620K -16,455 -2%
RA
15
RR Advisors
Texas
$25.3M +$15M +397,000 +201%
NIM
16
NXG Investment Management
Texas
$22.1M +$19.6M +520,687 New
O
17
OppenheimerFunds
New York
$21.8M
Bank of America
18
Bank of America
North Carolina
$20.4M +$13.8M +367,130 +324%
TAM
19
TPH Asset Management
Texas
$18M +$15.9M +423,373 New
HCMT
20
Highland Capital Management (Texas)
Texas
$18M +$1.27M +33,775 +9%
Deutsche Bank
21
Deutsche Bank
Germany
$16.8M +$7.86M +208,578 +111%
IG
22
ING Group
Netherlands
$15.9M +$8.89M +236,000 +157%
Renaissance Technologies
23
Renaissance Technologies
New York
$11.2M +$5.91M +156,900 +147%
UBS Group
24
UBS Group
Switzerland
$10.8M -$12.7M -335,877 -57%
NC
25
NBW Capital
Massachusetts
$9.18M +$1.14M +30,192 +16%

WES Hedge Fund Activity: Q3 2016 in Review

110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q3 2016, worth a combined $1.66B — up 13% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WES positions and 14 closed out — a net gain of 4 holders — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $82.9M.

  • 110 institutional investors held Western Midstream Partners (WES) as of Q3 2016, up from 108 in Q2 2016.
  • Funds reported $1.66B of Western Midstream Partners stock for Q3 2016, up 13% quarter-over-quarter.
  • 18 funds opened new Western Midstream Partners positions in Q3 2016 and 14 closed out, a net change of +4 holders.
  • The largest Western Midstream Partners buyer in Q3 2016 was Neuberger Berman Group, an estimated $101M added.
  • The largest Western Midstream Partners seller in Q3 2016 was Goldman Sachs, an estimated $82.9M sold.

Based on aggregated 13F filings for Q3 2016.