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West Pharmaceutical

355 hedge funds and large institutions have $6.76B invested in West Pharmaceutical in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 132 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 102

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding

Funds holding: 355355 (0)

0.06% less ownership

Funds ownership: 94.09%94.03% (-0.06%)

21% less capital invested

Capital invested by funds: $8.52B → $6.76B (-$1.75B)

71% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $8.11M

Holders
355
Holders Change
Holders Change %
0%
% of All Funds
7.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
132
Reduced
102
Closed
51
Calls
$2.39M
Puts
$8.11M
Net Calls
-$5.72M
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SeaCrest Wealth Management
New York
$19K -$109 -1 -0.5%
MOS
302
MGO One Seven
Ohio
$19K +$21.2K +195 New
EWM
303
Edge Wealth Management
New York
$18K
PCP
304
Proficio Capital Partners
Massachusetts
$18K
EWM
305
Executive Wealth Management
Michigan
$18K +$19.4K +179 New
GAM
306
Gemmer Asset Management
California
$17K
SFSIG
307
San Francisco Sentry Investment Group
California
$17K +$18.6K +171 New
JA
308
JOYN Advisors
Georgia
$16K -$2.93K -27 -14%
CFGS
309
Concourse Financial Group Securities
Alabama
$16K -$1.74K -16 -9%
GRP
310
Global Retirement Partners
California
$16K
LF
311
Lee Financial
Texas
$15K
VFA
312
Valeo Financial Advisors
Indiana
$13K -$543 -5 -4%
FAM
313
Fred Alger Management
New York
$12K
CFA
314
Carroll Financial Associates
North Carolina
$10K -$543 -5 -5%
RFA
315
Reilly Financial Advisors
California
$10K
FCA
316
FinTrust Capital Advisors
South Carolina
$10K +$11.6K +107 New
QCG
317
Quadrant Capital Group
Ohio
$9K
WCM
318
Whitener Capital Management
North Carolina
$9K
QT
319
Quantbot Technologies
New York
$9K +$10.9K +100 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$8K +$6.4K +59 +236%
FGC
321
Financial Gravity Companies
Texas
$8K +$8.25K +76 New
BCM
322
Brasada Capital Management
Texas
$8K +$8.68K +80 New
WAS
323
WESPAC Advisors SoCal
California
$7K +$8.03K +74 New
BBHC
324
Brown Brothers Harriman & Co
New York
$6K
PGWM
325
Parisi Gray Wealth Management
New Jersey
$6K

WST Hedge Fund Activity: Q4 2018 in Review

355 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2018, worth a combined $6.76B — down 21% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WST positions and 51 closed out — a net gain of 2 holders — while 132 added to existing stakes and 102 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $97.8M. The largest seller was William Blair Investment Management, cutting an estimated $74.3M.

  • 355 institutional investors held West Pharmaceutical (WST) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $6.76B of West Pharmaceutical stock for Q4 2018, down 21% quarter-over-quarter.
  • 53 funds opened new West Pharmaceutical positions in Q4 2018 and 51 closed out, a net change of +2 holders.
  • The largest West Pharmaceutical buyer in Q4 2018 was Capital Research Global Investors, an estimated $97.8M added.
  • The largest West Pharmaceutical seller in Q4 2018 was William Blair Investment Management, an estimated $74.3M sold.

Based on aggregated 13F filings for Q4 2018.