We are live on ! Find out more
WLKP icon

Westlake Chemical Partners
WLKP

56 hedge funds and large institutions have $229M invested in Westlake Chemical Partners in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $328K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 54 → 56 (+2)

0.25% less ownership

Funds ownership: 30.16% → 29.91% (-0.25%)

1% less capital invested

Capital invested by funds: $230M → $229M (-$1.31M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
17
Closed
7
Calls
$1.09M
Puts
$328K
Net Calls
+$759K
Net Calls Change
-$355K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.02M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$562K
3
Bank of America
Bank of America
North Carolina
+$530K
4
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$447K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$384K

Top Sellers

1
Invesco
Invesco
Georgia
-$4.31M
2
Osaic Holdings
Osaic Holdings
Arizona
-$838K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$638K
4
NC
NBW Capital
Massachusetts
-$491K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$386K – – –
SCM
27
Shapiro Capital Management
Georgia
$378K – – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$373K +$384K +17,153 New
RJA
29
Raymond James & Associates
Florida
$305K -$135K -6,059 -30%
NC
30
NBW Capital
Massachusetts
$252K -$491K -21,951 -65%
GCP
31
GSA Capital Partners
United Kingdom
$252K -$256K -11,466 -50%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$250K – – –
AWM
33
Apollon Wealth Management
South Carolina
$234K +$16.8K +750 +7%
PHS
34
Pekin Hardy Strauss
Illinois
$219K -$17.9K -800 -7%
SIC
35
Samalin Investment Counsel
New York
$218K +$224K +10,015 New
IG
36
ING Group
Netherlands
$218K – – –
Wells Fargo
37
Wells Fargo
California
$185K -$28.6K -1,279 -13%
Osaic Holdings
38
Osaic Holdings
Arizona
$180K -$838K -37,465 -82%
BCM
39
Bourgeon Capital Management
Connecticut
$141K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$57K -$4.83K -216 -8%
CFGS
41
Concourse Financial Group Securities
Alabama
$43.5K – – –
GWM
42
Geneos Wealth Management
Colorado
$37.6K +$224 +10 +0.6%
Group One Trading
43
Group One Trading
Illinois
$19.6K +$20.1K +900 New
JP Morgan Chase
44
JP Morgan Chase
New York
$15.9K -$10.5K -469 -39%
FMP
45
Financial Management Professionals
Texas
$11K – – –
CHA
46
Carmichael Hill & Associates
Maryland
$10.9K – – –
NA
47
NewEdge Advisors
Louisiana
$10.9K +$3.58K +160 +47%
CIR
48
Clear Investment Research
Georgia
$8.7K – – –
WT
49
Whittier Trust
California
$6.74K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$5.98K – – –
1
2
3

WLKP Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Westlake Chemical Partners (WLKP) for Q3 2023, worth a combined $229M — down 0.57% from $230M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WLKP positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $1.02M. The largest seller was Invesco, cutting an estimated $4.31M.

  • 56 institutional investors held Westlake Chemical Partners (WLKP) as of Q3 2023, up from 54 in Q2 2023.
  • Funds reported $229M of Westlake Chemical Partners stock for Q3 2023, down 0.57% quarter-over-quarter.
  • 9 funds opened new Westlake Chemical Partners positions in Q3 2023 and 7 closed out, a net change of +2 holders.
  • The largest Westlake Chemical Partners buyer in Q3 2023 was UBS Group, an estimated $1.02M added.
  • The largest Westlake Chemical Partners seller in Q3 2023 was Invesco, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2023.