Western Midstream Partners
WES
185 hedge funds and large institutions have $535M invested in Western Midstream Partners in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 44 closing their positions.
35% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.07M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.34% less ownership
Funds ownership: 40.35% → 37.01% (-3.3%)
9% less funds holding
Funds holding: 203 → 185 (-18)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
25% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 44
85% less capital invested
Capital invested by funds: $3.6B → $535M (-$3.06B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$57.1M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$32.8M |
| 4 |
Citigroup
New York
|
+$30.4M |
| 5 |
Neuberger Berman Group
New York
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$149M |
| 2 |
Goldman Sachs
New York
|
-$63.6M |
| 3 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$62.8M |
| 4 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$51.9M |
| 5 |
BPSG
Brookfield Public Securities Group
New York
|
-$39M |
WES Hedge Fund Activity: Q1 2020 in Review
185 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2020, worth a combined $535M — down 85% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of WES and 33 opened new positions — a net loss of 11 holders — while 69 trimmed existing stakes and 55 added.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Tortoise Capital Advisors, cutting an estimated $149M.
- 185 institutional investors held Western Midstream Partners (WES) as of Q1 2020, down from 203 in Q4 2019.
- Funds reported $535M of Western Midstream Partners stock for Q1 2020, down 85% quarter-over-quarter.
- 33 funds opened new Western Midstream Partners positions in Q1 2020 and 44 closed out, a net change of -11 holders.
- The largest Western Midstream Partners buyer in Q1 2020 was Morgan Stanley, an estimated $110M added.
- The largest Western Midstream Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2020.