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Western Midstream Partners

196 hedge funds and large institutions have $4.83B invested in Western Midstream Partners in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.74M

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

8% more capital invested

Capital invested by funds: $4.47B → $4.83B (+$361M)

3% more funds holding

Funds holding: 191196 (+5)

0.82% more ownership

Funds ownership: 42.67%43.5% (+0.82%)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
27
Increased
65
Reduced
49
Closed
19
Calls
$34.9M
Puts
$9.74M
Net Calls
+$25.1M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$946M -$33.4M -1,196,760 -4%
Invesco
2
Invesco
Georgia
$683M +$72.6M +2,600,225 +13%
Blackstone Inc
3
Blackstone Inc
New York
$372M -$25.5M -912,694 -7%
Goldman Sachs
4
Goldman Sachs
New York
$326M +$8.45M +302,681 +3%
TCA
5
Tortoise Capital Advisors
Kansas
$277M -$33.9M -1,214,887 -11%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$224M -$13.3M -474,476 -6%
CCM
7
Chickasaw Capital Management
Tennessee
$214M -$1.95M -69,766 -0.9%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$184M +$22.4M +802,709 +15%
ClearBridge Investments
9
ClearBridge Investments
New York
$144M +$112K +4,000 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$131M -$2.26M -81,090 -2%
Morgan Stanley
11
Morgan Stanley
New York
$110M +$46.3M +1,657,599 +79%
KACA
12
Kayne Anderson Capital Advisors
California
$95.7M -$12M -429,260 -12%
BC
13
Brookfield Corp
Ontario, Canada
$84.1M +$7.93M +284,059 +11%
RA
14
RR Advisors
Texas
$74.9M -$3.46M -124,000 -5%
UBS Group
15
UBS Group
Switzerland
$64.7M -$238K -8,521 -0.4%
EGA
16
Eagle Global Advisors
Texas
$57.6M -$1.96M -70,320 -3%
WHG
17
Westwood Holdings Group
Texas
$52.2M -$2.35M -84,301 -5%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$47.9M +$13K +465 +0%
WRBC
19
W.R. Berkley Corp
Connecticut
$46.9M
ICA
20
Infrastructure Capital Advisors
New York
$43.9M -$1.39M -49,592 -3%
NIM
21
NXG Investment Management
Texas
$43.7M +$1.75M +62,529 +4%
RIA
22
Recurrent Investment Advisors
Texas
$41M +$6.23M +223,059 +19%
FI
23
Fractal Investments
Connecticut
$40.7M
MHI
24
Miller Howard Investments
New York
$40.2M +$1.33M +47,635 +4%
Wells Fargo
25
Wells Fargo
California
$36.9M +$2.5M +89,444 +8%

WES Hedge Fund Activity: Q4 2023 in Review

196 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q4 2023, worth a combined $4.83B — up 8.1% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WES positions and 19 closed out — a net gain of 8 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $72.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $33.9M.

  • 196 institutional investors held Western Midstream Partners (WES) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $4.83B of Western Midstream Partners stock for Q4 2023, up 8.1% quarter-over-quarter.
  • 27 funds opened new Western Midstream Partners positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Western Midstream Partners buyer in Q4 2023 was Invesco, an estimated $72.6M added.
  • The largest Western Midstream Partners seller in Q4 2023 was Tortoise Capital Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.