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West Pharmaceutical

323 hedge funds and large institutions have $6.23B invested in West Pharmaceutical in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 105

1.38% more ownership

Funds ownership: 94%95.39% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 338323 (-15)

9% less capital invested

Capital invested by funds: $6.85B → $6.23B (-$620M)

23% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 47

Holders
323
Holders Change
-15
Holders Change %
-4.44%
% of All Funds
7.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
119
Reduced
105
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$5K
ACS
302
Archford Capital Strategies
Illinois
$5K +$4.68K +50 New
DWM
303
Destination Wealth Management
California
$5K +$5.61K +60 New
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$4K -$281 -3 -7%
PA
305
Parallel Advisors
California
$4K
SPIA
306
Steward Partners Investment Advisory
New York
$4K
LWA
307
Lenox Wealth Advisors
New York
$4K +$1.96K +21 +78%
CHP
308
Cable Hill Partners
Oregon
$3K -$14K -150 -82%
RIM
309
Ranger Investment Management
Texas
$3K
FCAG
310
First Capital Advisors Group
New Jersey
$3K +$2.99K +32 New
APA
311
American Portfolios Advisors
New York
$2.3K +$748 +8 +44%
EARNEST Partners
312
EARNEST Partners
Georgia
$2K
JWA
313
JFS Wealth Advisors
Pennsylvania
$2K
GWS
314
Glassman Wealth Services
Virginia
$2K +$2.34K +25 New
IFAM
315
Institutional & Family Asset Management
Colorado
$2K +$2.53K +27 New
PMFA
316
Plante Moran Financial Advisors
Michigan
$1K -$281 -3 -33%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$1K
DAM
318
Delta Asset Management
Tennessee
$1K
TL
319
TrueWealth LLC
Georgia
$1K
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$1K
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.12K +12 New
CAW
322
Cornerstone Advisors (Washington)
Washington
$1K +$1.22K +13 New
American Century Companies
323
American Century Companies
Missouri
-$66.1M -669,842 Closed
Jennison Associates
324
Jennison Associates
New York
-$34.9M -354,164 Closed
Fidelity Investments
325
Fidelity Investments
Massachusetts
-$24.4M -247,542 Closed

WST Hedge Fund Activity: Q1 2018 in Review

323 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q1 2018, worth a combined $6.23B — down 9.1% from $6.85B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WST and 36 opened new positions — a net loss of 11 holders — while 105 trimmed existing stakes and 119 added.

The largest buyer was USS Investment Management, opening a new position worth an estimated $81.6M. The largest seller was American Century Companies, exiting entirely with an estimated $66.1M sold.

  • 323 institutional investors held West Pharmaceutical (WST) as of Q1 2018, down from 338 in Q4 2017.
  • Funds reported $6.23B of West Pharmaceutical stock for Q1 2018, down 9.1% quarter-over-quarter.
  • 36 funds opened new West Pharmaceutical positions in Q1 2018 and 47 closed out, a net change of -11 holders.
  • The largest West Pharmaceutical buyer in Q1 2018 was USS Investment Management, an estimated $81.6M added.
  • The largest West Pharmaceutical seller in Q1 2018 was American Century Companies, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2018.