West Pharmaceutical
523 hedge funds and large institutions have $15.8B invested in West Pharmaceutical in 2020 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 181 increasing their positions, 165 reducing their positions, and 58 closing their positions.
103% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 58
80% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $13.1M
53% more capital invested
Capital invested by funds: $10.4B → $15.8B (+$5.48B)
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
12% more funds holding
Funds holding: 468 → 523 (+55)
2.03% more ownership
Funds ownership: 92.08% → 94.11% (+2%)
10% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$184M |
| 2 |
State Street
Boston,
Massachusetts
|
+$135M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$113M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$81.9M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$351M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$94.2M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$65.7M |
| 4 |
Renaissance Technologies
New York
|
-$59.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
576
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$15K | -100 | Closed |
|
|
LWA
577
Lenox Wealth Advisors
New York
| – | -$15K | -98 | Closed |
|
|
CAN
578
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$13K | -84 | Closed |
|
|
FGAM
579
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$10.2K | -67 | Closed |
|
580
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -14 | Closed |
|
|
KPW
581
Kore Private Wealth
New York
| – | -$196 | -1 | -20% |
|
WST Hedge Fund Activity: Q2 2020 in Review
523 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2020, worth a combined $15.8B — up 53% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new WST positions and 58 closed out — a net gain of 60 holders — while 181 added to existing stakes and 165 trimmed.
The largest buyer was Vanguard Group, adding an estimated $184M. The largest seller was BlackRock, cutting an estimated $351M.
- 523 institutional investors held West Pharmaceutical (WST) as of Q2 2020, up from 468 in Q1 2020.
- Funds reported $15.8B of West Pharmaceutical stock for Q2 2020, up 53% quarter-over-quarter.
- 118 funds opened new West Pharmaceutical positions in Q2 2020 and 58 closed out, a net change of +60 holders.
- The largest West Pharmaceutical buyer in Q2 2020 was Vanguard Group, an estimated $184M added.
- The largest West Pharmaceutical seller in Q2 2020 was BlackRock, an estimated $351M sold.
Based on aggregated 13F filings for Q2 2020.