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Western Midstream Partners

125 hedge funds and large institutions have $1.46B invested in Western Midstream Partners in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

6% more funds holding

Funds holding: 118125 (+7)

0.77% less ownership

Funds ownership: 26.44%25.67% (-0.77%)

12% less capital invested

Capital invested by funds: $1.66B → $1.46B (-$207M)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

74% less call options, than puts

Call options by funds: $968K | Put options by funds: $3.75M

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
29
Reduced
48
Closed
20
Calls
$968K
Puts
$3.75M
Net Calls
-$2.78M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$417M -$11.5M -305,296 -3%
CCM
2
Chickasaw Capital Management
Tennessee
$199M +$10.2M +268,815 +5%
SCA
3
Salient Capital Advisors
Texas
$131M -$9.67M -256,132 -7%
Bank of America
4
Bank of America
North Carolina
$53.3M -$46.5M -1,231,044 -46%
Morgan Stanley
5
Morgan Stanley
New York
$53M +$29.5M +781,529 +121%
Citigroup
6
Citigroup
New York
$52.2M -$929K -24,592 -2%
Goldman Sachs
7
Goldman Sachs
New York
$49.3M +$3.65M +96,558 +8%
AR
8
Advisory Research
Illinois
$49M -$612K -16,210 -1%
TCA
9
Tortoise Capital Advisors
Kansas
$44.1M +$166K +4,384 +0.4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$40.7M -$353K -9,350 -0.8%
NIM
11
NXG Investment Management
Texas
$34.2M -$1.16M -30,778 -3%
CCCA
12
Center Coast Capital Advisors
Texas
$28M -$4.19M -110,856 -13%
COPPSERS
13
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.9M -$4.41M -116,679 -13%
TAM
14
TPH Asset Management
Texas
$24.3M -$857K -22,693 -3%
RA
15
RR Advisors
Texas
$23.3M -$1.1M -29,000 -4%
HCMT
16
Highland Capital Management (Texas)
Texas
$12.5M
HHAM
17
HITE Hedge Asset Management
Massachusetts
$11.5M +$10.3M +273,083 +725%
UBS Group
18
UBS Group
Switzerland
$10.6M +$2.21M +58,611 +26%
CS
19
Credit Suisse
Switzerland
$10.4M -$937K -24,819 -8%
DAC
20
Dividend Assets Capital
South Carolina
$10.2M -$2.39M -63,294 -19%
PC
21
Port Capital
Illinois
$8.62M +$8.76M +231,965 New
Cohen & Steers
22
Cohen & Steers
New York
$8.07M +$2.58M +68,450 +46%
MWNA
23
Marshall Wace North America
New York
$8.07M +$5.77M +152,802 +237%
SPC
24
Salient Private Client
Texas
$7.46M +$7.58M +200,695 New
Barclays
25
Barclays
United Kingdom
$7.39M -$962K -25,472 -11%

WES Hedge Fund Activity: Q4 2017 in Review

125 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2017, worth a combined $1.46B — down 12% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 20 closed out — a net gain of 7 holders — while 29 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.5M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 125 institutional investors held Western Midstream Partners (WES) as of Q4 2017, up from 118 in Q3 2017.
  • Funds reported $1.46B of Western Midstream Partners stock for Q4 2017, down 12% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2017 and 20 closed out, a net change of +7 holders.
  • The largest Western Midstream Partners buyer in Q4 2017 was Morgan Stanley, an estimated $29.5M added.
  • The largest Western Midstream Partners seller in Q4 2017 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q4 2017.