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West Pharmaceutical

734 hedge funds and large institutions have $26B invested in West Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 253 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $52M | Put options by funds: $26.5M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24B → $26B (+$1.94B)

6% more funds holding

Funds holding: 695734 (+39)

6% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 269

1.95% less ownership

Funds ownership: 93.72%91.76% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
734
Holders Change
+39
Holders Change %
+5.61%
% of All Funds
11.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
93
Increased
253
Reduced
269
Closed
50
Calls
$52M
Puts
$26.5M
Net Calls
+$25.5M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
401
First Trust Direct Indexing
Massachusetts
$813K -$57.2K -160 -7%
VIM
402
Vinva Investment Management
Australia
$809K -$59.3K -166 -7%
AssetMark Inc
403
AssetMark Inc
California
$808K +$257K +720 +52%
FAM
404
Formidable Asset Management
Ohio
$796K +$342K +956 +85%
SYBT
405
Stock Yards Bank & Trust
Kentucky
$792K -$58.9K -165 -7%
IAA
406
Independent Advisor Alliance
North Carolina
$791K -$127K -355 -15%
BST
407
Bath Savings Trust
Maine
$789K -$11.8K -33 -2%
CIM
408
CIM Investment Management
Pennsylvania
$787K +$1.79K +5 +0.2%
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$786K +$23.9K +67 +3%
DI
410
DFPG Investments
Utah
$783K -$19.6K -55 -3%
GD
411
Grandfield & Dodd
New York
$772K
WSCM
412
Wellington Shields Capital Management
New York
$765K
WSC
413
Wellington Shields & Co
New York
$765K
TCM
414
Twin Capital Management
Pennsylvania
$759K -$6.43K -18 -0.9%
CAL
415
Capital Analysts LLC
Pennsylvania
$744K
PWM
416
Perigon Wealth Management
California
$726K +$8.22K +23 +1%
MFG
417
Monte Financial Group
Connecticut
$726K +$192K +537 +39%
O
418
Ossiam
France
$723K +$249K +698 +59%
WPC
419
Wedmont Private Capital
Pennsylvania
$717K +$5.36K +15 +0.8%
PGAM
420
Princeton Global Asset Management
New Jersey
$717K -$572K -1,600 -46%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$717K +$288K +806 +75%
DT
422
Diversified Trust
Tennessee
$713K +$3.57K +10 +0.5%
COI
423
Connable Office Inc
Michigan
$706K
MOS
424
MGO One Seven
Ohio
$703K -$27.1K -76 -4%
HSA
425
HBK Sorce Advisory
Pennsylvania
$687K -$32.5K -91 -5%

WST Hedge Fund Activity: Q2 2023 in Review

734 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2023, worth a combined $26B — up 8.1% from $24B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WST positions and 50 closed out — a net gain of 43 holders — while 253 added to existing stakes and 269 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $89.8M. The largest seller was Neuberger Berman Group, cutting an estimated $86.6M.

  • 734 institutional investors held West Pharmaceutical (WST) as of Q2 2023, up from 695 in Q1 2023.
  • Funds reported $26B of West Pharmaceutical stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 93 funds opened new West Pharmaceutical positions in Q2 2023 and 50 closed out, a net change of +43 holders.
  • The largest West Pharmaceutical buyer in Q2 2023 was Man Group, an estimated $89.8M added.
  • The largest West Pharmaceutical seller in Q2 2023 was Neuberger Berman Group, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2023.