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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
IB
426
Intrust Bank
Kansas
$540K +$79.5K +272 +21%
GT
427
Greenleaf Trust
Michigan
$539K +$89.7K +307 +25%
CM
428
Capula Management
Cayman Islands
$534K -$219K -750 -33%
PAG
429
Private Advisor Group
New Jersey
$521K -$103K -353 -19%
KPWG
430
KFA Private Wealth Group
Virginia
$520K +$438K +1,500 New
KIC
431
Kensington Investment Counsel
California
$506K -$39.4K -135 -8%
Baird Financial Group
432
Baird Financial Group
Wisconsin
$504K -$2.11M -7,237 -83%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$503K +$2.92K +10 +0.7%
RMDI
434
R.M. Davis Inc
Maine
$498K
SPFA
435
Summit Place Financial Advisors
New Jersey
$495K +$418K +1,430 New
CCM
436
Coldstream Capital Management
Washington
$493K +$36.5K +125 +10%
EIP
437
Ellis Investment Partners
Pennsylvania
$489K
AWA
438
Arkadios Wealth Advisors
Georgia
$487K +$66.6K +228 +19%
Cerity Partners
439
Cerity Partners
New York
$485K -$109K -373 -21%
WCA
440
Westover Capital Advisors
Delaware
$485K
AssetMark Inc
441
AssetMark Inc
California
$482K +$132K +452 +48%
SIMG
442
Sonora Investment Management Group
Arizona
$482K
WWM
443
Western Wealth Management
Colorado
$481K +$877 +3 +0.2%
VIA
444
Virtus Investment Advisers
Connecticut
$479K -$13.7K -47 -3%
WS
445
Wedbush Securities
California
$473K
MFG
446
Monte Financial Group
Connecticut
$471K +$37.7K +129 +10%
MAS
447
Meeder Advisory Services
Ohio
$463K +$391K +1,337 New
SCM
448
Stevens Capital Management
Pennsylvania
$463K -$6.72K -23 -2%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$459K +$14K +48 +4%
SOS
450
Silver Oak Securities
Tennessee
$458K +$385K +1,318 New

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.