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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
JWM
451
JGP Wealth Management
Oregon
$709K +$663K +1,792 New
CCIA
452
Campbell & Co Investment Adviser
Maryland
$706K -$559K -1,511 -46%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$704K
BWM
454
Baron Wealth Management
Michigan
$700K
WHCI
455
W.H. Cornerstone Investments
Massachusetts
$694K +$2.59K +7 +0.4%
KIC
456
Kensington Investment Counsel
California
$684K +$55.1K +149 +9%
CAL
457
Capital Analysts LLC
Pennsylvania
$683K
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$682K +$49.2K +133 +8%
Public Sector Pension Investment Board (PSP Investments)
459
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$666K
SFI
460
Siemens Fonds Invest
Germany
$657K +$313K +847 +104%
SAM
461
Strategy Asset Managers
California
$645K +$603K +1,630 New
BAM
462
Belpointe Asset Management
Nevada
$644K +$602K +1,627 New
FCA
463
Fortis Capital Advisors
Kansas
$644K +$602K +1,627 New
BL
464
Balentine LLC
Georgia
$643K +$15.2K +41 +3%
PAG
465
Private Advisor Group
New Jersey
$642K -$4.07K -11 -0.7%
IAA
466
Independent Advisor Alliance
North Carolina
$637K +$135K +364 +29%
SPS
467
Susquehanna Portfolio Strategies
Pennsylvania
$637K -$1.44M -3,884 -71%
VSQM
468
V-Square Quantitative Management
Illinois
$636K +$112K +302 +23%
BFM
469
Boston Financial Management
Massachusetts
$634K
AIMCA
470
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$633K
LCM
471
Lattice Capital Management
Washington
$633K
PC
472
Pier Capital
Connecticut
$629K +$8.14K +22 +1%
EF
473
Empowered Funds
Pennsylvania
$627K +$237K +642 +68%
SF
474
Synovus Financial
Georgia
$611K +$571K +1,543 New
VI
475
Vestcor Inc
New Brunswick, Canada
$600K -$4.81K -13 -0.8%

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.