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Western Midstream Partners

217 hedge funds and large institutions have $5.47B invested in Western Midstream Partners in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

76% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $27.8M

13% more capital invested

Capital invested by funds: $4.83B → $5.47B (+$643M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 196217 (+21)

2.7% less ownership

Funds ownership: 43.5%40.8% (-2.7%)

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

Holders
217
Holders Change
+21
Holders Change %
+10.71%
% of All Funds
3.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
61
Reduced
73
Closed
12
Calls
$48.9M
Puts
$27.8M
Net Calls
+$21.2M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.07B -$67.6M -2,178,257 -7%
Invesco
2
Invesco
Georgia
$831M +$849K +27,347 +0.1%
Blackstone Inc
3
Blackstone Inc
New York
$461M +$8.07M +259,928 +2%
Goldman Sachs
4
Goldman Sachs
New York
$319M -$67.4M -2,172,768 -20%
TCA
5
Tortoise Capital Advisors
Kansas
$305M -$27.1M -871,445 -9%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$248M -$21.6M -695,777 -9%
CCM
7
Chickasaw Capital Management
Tennessee
$237M -$20.3M -654,047 -9%
ClearBridge Investments
8
ClearBridge Investments
New York
$173M -$1.89M -61,000 -1%
KACA
9
Kayne Anderson Capital Advisors
California
$148M +$27.8M +895,715 +27%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$113M -$56.7M -1,826,010 -29%
UBS Group
11
UBS Group
Switzerland
$110M +$27.5M +886,263 +40%
BC
12
Brookfield Corp
Ontario, Canada
$105M +$2.42M +77,942 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$100M -$51.8M -1,667,774 -37%
Morgan Stanley
14
Morgan Stanley
New York
$99.3M -$29.9M -963,560 -26%
Jennison Associates
15
Jennison Associates
New York
$68.5M +$29.3M +944,494 +96%
WHG
16
Westwood Holdings Group
Texas
$64.3M +$757K +24,377 +1%
Bank of America
17
Bank of America
North Carolina
$59.1M +$15.3M +492,393 +42%
WRBC
18
W.R. Berkley Corp
Connecticut
$57M
EGA
19
Eagle Global Advisors
Texas
$55M -$13M -419,660 -21%
ICA
20
Infrastructure Capital Advisors
New York
$54.7M +$1.23M +39,764 +3%
NIM
21
NXG Investment Management
Texas
$52.5M -$483K -15,575 -1%
Barclays
22
Barclays
United Kingdom
$51.1M +$7.22M +232,473 +19%
MHI
23
Miller Howard Investments
New York
$50.4M +$1.37M +44,176 +3%
FI
24
Fractal Investments
Connecticut
$49.4M
RIA
25
Recurrent Investment Advisors
Texas
$46.1M -$3.3M -106,322 -8%

WES Hedge Fund Activity: Q1 2024 in Review

217 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Midstream Partners (WES) for Q1 2024, worth a combined $5.47B — up 13% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WES positions and 12 closed out — a net gain of 22 holders — while 61 added to existing stakes and 73 trimmed.

The largest buyer was Jennison Associates, adding an estimated $29.3M. The largest seller was ALPS Advisors, cutting an estimated $67.6M.

  • 217 institutional investors held Western Midstream Partners (WES) as of Q1 2024, up from 196 in Q4 2023.
  • Funds reported $5.47B of Western Midstream Partners stock for Q1 2024, up 13% quarter-over-quarter.
  • 34 funds opened new Western Midstream Partners positions in Q1 2024 and 12 closed out, a net change of +22 holders.
  • The largest Western Midstream Partners buyer in Q1 2024 was Jennison Associates, an estimated $29.3M added.
  • The largest Western Midstream Partners seller in Q1 2024 was ALPS Advisors, an estimated $67.6M sold.

Based on aggregated 13F filings for Q1 2024.