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West Pharmaceutical

778 hedge funds and large institutions have $27B invested in West Pharmaceutical in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 291 increasing their positions, 266 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

10% more capital invested

Capital invested by funds: $24.5B → $27B (+$2.56B)

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 266

7% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 91

1% less funds holding

Funds holding: 782778 (-4)

0.62% less ownership

Funds ownership: 94.24%93.62% (-0.62%)

25% less call options, than puts

Call options by funds: $124M | Put options by funds: $167M

Holders
778
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
11.21%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
97
Increased
291
Reduced
266
Closed
91
Calls
$124M
Puts
$167M
Net Calls
-$42M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$976K +$38.1K +103 +4%
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$969K +$184K +497 +25%
GWM
403
Gibbs Wealth Management
Georgia
$967K +$904K +2,444 New
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$966K -$71.8K -194 -7%
NB
405
Norinchukin Bank
Japan
$966K -$10.7K -29 -1%
MA
406
Montag & Associates
Georgia
$950K
SCI
407
S&CO Inc
Massachusetts
$949K +$888K +2,400 New
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$933K -$1.73M -4,687 -67%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$929K +$1.85K +5 +0.2%
NA
410
NewEdge Advisors
Louisiana
$926K -$1.7M -4,585 -66%
NG
411
Norden Group
Utah
$922K +$75.1K +203 +10%
HIP
412
HUB Investment Partners
Texas
$880K
HAG
413
HighPoint Advisor Group
Illinois
$869K +$18.5K +50 +2%
CA
414
Cetera Advisors
Colorado
$866K +$377K +1,019 +87%
BFG
415
Bleakley Financial Group
New Jersey
$860K +$15.2K +41 +2%
SPFA
416
Summit Place Financial Advisors
New Jersey
$858K +$48.8K +132 +6%
SW
417
Simplicity Wealth
New Jersey
$857K +$801K +2,166 New
HCA
418
Hyperion Capital Advisors
New York
$855K
VEA
419
Virtus ETF Advisers
New York
$854K +$214K +579 +37%
IWA
420
Icon Wealth Advisors
Texas
$846K -$78.8K -213 -9%
IC
421
IEQ Capital
California
$844K +$336K +908 +74%
AAP
422
Arax Advisory Partners
Colorado
$837K +$308K +832 +65%
GAM
423
Gotham Asset Management
New York
$832K -$2.04M -5,522 -72%
MYIA
424
Mount Yale Investment Advisors
Colorado
$828K -$42.9K -116 -5%
O
425
Ossiam
France
$826K +$346K +935 +81%

WST Hedge Fund Activity: Q1 2024 in Review

778 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q1 2024, worth a combined $27B — up 10% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WST positions and 91 closed out — a net gain of 6 holders — while 291 added to existing stakes and 266 trimmed.

The largest buyer was Millennium Management, adding an estimated $181M. The largest seller was Morgan Stanley, cutting an estimated $511M.

  • 778 institutional investors held West Pharmaceutical (WST) as of Q1 2024, down from 782 in Q4 2023.
  • Funds reported $27B of West Pharmaceutical stock for Q1 2024, up 10% quarter-over-quarter.
  • 97 funds opened new West Pharmaceutical positions in Q1 2024 and 91 closed out, a net change of +6 holders.
  • The largest West Pharmaceutical buyer in Q1 2024 was Millennium Management, an estimated $181M added.
  • The largest West Pharmaceutical seller in Q1 2024 was Morgan Stanley, an estimated $511M sold.

Based on aggregated 13F filings for Q1 2024.