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West Pharmaceutical

695 hedge funds and large institutions have $24B invested in West Pharmaceutical in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 247 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $60.1M | Put options by funds: $24.1M

129% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 55

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

48% more capital invested

Capital invested by funds: $16.2B → $24B (+$7.83B)

13% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 218

9% more funds holding

Funds holding: 637695 (+58)

0.34% more ownership

Funds ownership: 93.38%93.72% (+0.34%)

Holders
695
Holders Change
+58
Holders Change %
+9.11%
% of All Funds
11.08%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.18%
New
126
Increased
247
Reduced
218
Closed
55
Calls
$60.1M
Puts
$24.1M
Net Calls
+$36M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
376
Mount Yale Investment Advisors
Colorado
$829K +$18.7K +64 +3%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$806K +$2.04K +7 +0.3%
FTDI
378
First Trust Direct Indexing
Massachusetts
$792K -$34.5K -118 -5%
VIM
379
Vinva Investment Management
Australia
$788K +$675K +2,311 New
HCA
380
Hyperion Capital Advisors
New York
$779K
SYBT
381
Stock Yards Bank & Trust
Kentucky
$774K -$129K -440 -16%
KAS
382
Kestra Advisory Services
Texas
$773K -$892K -3,054 -58%
BIM
383
Bridgecreek Investment Management
Oklahoma
$771K
JMPWA
384
JP Morgan Private Wealth Advisors
California
$767K -$139K -475 -18%
WAM
385
Weiss Asset Management
Massachusetts
$762K +$643K +2,200 New
SS
386
Simplicity Solutions
Minnesota
$755K +$226K +773 +55%
FA
387
FDx Advisors
Illinois
$751K
BFG
388
Bleakley Financial Group
New Jersey
$749K -$30.7K -105 -5%
BAAM
389
Baker Avenue Asset Management
California
$728K +$528K +1,808 +619%
BST
390
Bath Savings Trust
Maine
$726K +$12.3K +42 +2%
DI
391
DFPG Investments
Utah
$722K +$38.3K +131 +7%
CIM
392
CIM Investment Management
Pennsylvania
$711K +$26.6K +91 +5%
AAS
393
Avantax Advisory Services
Texas
$706K +$232K +794 +64%
NIG
394
NFJ Investment Group
Texas
$701K -$41.1M -140,495 -99%
GD
395
Grandfield & Dodd
New York
$699K
TCM
396
Twin Capital Management
Pennsylvania
$694K -$38.6K -132 -6%
WSCM
397
Wellington Shields Capital Management
New York
$693K
WSC
398
Wellington Shields & Co
New York
$693K
BAMF
399
BI Asset Management Fondsmaeglerselskab
Denmark
$688K +$190K +651 +49%
LTAS
400
Linden Thomas Advisory Services
North Carolina
$682K -$5.26K -18 -0.9%

WST Hedge Fund Activity: Q1 2023 in Review

695 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q1 2023, worth a combined $24B — up 48% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WST positions and 55 closed out — a net gain of 71 holders — while 247 added to existing stakes and 218 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 695 institutional investors held West Pharmaceutical (WST) as of Q1 2023, up from 637 in Q4 2022.
  • Funds reported $24B of West Pharmaceutical stock for Q1 2023, up 48% quarter-over-quarter.
  • 126 funds opened new West Pharmaceutical positions in Q1 2023 and 55 closed out, a net change of +71 holders.
  • The largest West Pharmaceutical buyer in Q1 2023 was Citadel Advisors, an estimated $274M added.
  • The largest West Pharmaceutical seller in Q1 2023 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2023.