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Western Midstream Partners

193 hedge funds and large institutions have $4.44B invested in Western Midstream Partners in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.41M

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

1.37% more ownership

Funds ownership: 42.03%43.4% (+1.4%)

2% more capital invested

Capital invested by funds: $4.35B → $4.44B (+$90.7M)

4% less funds holding

Funds holding: 201193 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
193
Holders Change
-8
Holders Change %
-3.98%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
14
Increased
65
Reduced
58
Closed
20
Calls
$27.3M
Puts
$7.41M
Net Calls
+$19.8M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$768M +$99.3M +3,695,016 +15%
Invesco
2
Invesco
Georgia
$475M +$58M +2,158,897 +14%
Blackstone Inc
3
Blackstone Inc
New York
$465M -$1.79M -66,553 -0.4%
TCA
4
Tortoise Capital Advisors
Kansas
$332M -$921K -34,277 -0.3%
Goldman Sachs
5
Goldman Sachs
New York
$284M +$40.2M +1,497,496 +16%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$229M -$7.8M -290,261 -3%
CCM
7
Chickasaw Capital Management
Tennessee
$212M +$11.7M +434,250 +6%
ClearBridge Investments
8
ClearBridge Investments
New York
$130M +$69.9K +2,600 +0.1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$117M +$35.2M +1,309,095 +42%
JP Morgan Chase
10
JP Morgan Chase
New York
$114M -$7.25M -269,867 -6%
KACA
11
Kayne Anderson Capital Advisors
California
$103M +$4.19M +155,800 +4%
UBS Group
12
UBS Group
Switzerland
$83.8M -$1.61M -60,021 -2%
WHG
13
Westwood Holdings Group
Texas
$82.2M +$27.6M +1,025,532 +49%
RA
14
RR Advisors
Texas
$79.3M -$3.22M -120,000 -4%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$76.6M -$14M -522,155 -23%
Barclays
16
Barclays
United Kingdom
$73.8M +$29.6M +1,102,543 +65%
BC
17
Brookfield Corp
Ontario, Canada
$66.2M +$1.37M +51,125 +2%
Morgan Stanley
18
Morgan Stanley
New York
$58.9M +$12M +445,312 +25%
EGA
19
Eagle Global Advisors
Texas
$53.3M -$728K -27,083 -1%
Bank of America
20
Bank of America
North Carolina
$46.1M +$9.96M +370,555 +27%
WRBC
21
W.R. Berkley Corp
Connecticut
$42.3M
ICA
22
Infrastructure Capital Advisors
New York
$37.4M +$1.67M +62,079 +5%
FI
23
Fractal Investments
Connecticut
$36.7M +$2.65M +98,800 +8%
MHI
24
Miller Howard Investments
New York
$35.6M -$8.08M -300,736 -18%
NIM
25
NXG Investment Management
Texas
$31.3M -$2.63M -97,769 -8%

WES Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2023, worth a combined $4.44B — up 2.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WES and 14 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was ALPS Advisors, adding an estimated $99.3M. The largest seller was Deutsche Bank, cutting an estimated $56.5M.

  • 193 institutional investors held Western Midstream Partners (WES) as of Q1 2023, down from 201 in Q4 2022.
  • Funds reported $4.44B of Western Midstream Partners stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new Western Midstream Partners positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Western Midstream Partners buyer in Q1 2023 was ALPS Advisors, an estimated $99.3M added.
  • The largest Western Midstream Partners seller in Q1 2023 was Deutsche Bank, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2023.