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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
CSB
576
City State Bank
Iowa
$92K -$4.97K -17 -6%
CFGS
577
Concourse Financial Group Securities
Alabama
$91.5K -$9.35K -32 -11%
Lazard Asset Management
578
Lazard Asset Management
New York
$87K +$2.34K +8 +3%
EWA
579
EverSource Wealth Advisors
Alabama
$84.9K +$11.7K +40 +20%
SWM
580
Spire Wealth Management
Virginia
$83.8K -$8.47K -29 -11%
NHT
581
New Hampshire Trust
New Hampshire
$83.5K +$70.4K +241 New
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78K -$118K -405 -64%
CFB
583
Cullen/Frost Bankers
Texas
$71K
KFP
584
KB Financial Partners
New Jersey
$68K
MPWT
585
MassMutual Private Wealth & Trust
Connecticut
$64.4K +$32.7K +112 +151%
MCM
586
MV Capital Management
Maryland
$64.1K +$2.34K +8 +5%
BWM
587
BerganKDV Wealth Management
Minnesota
$63.8K
LC
588
Lindbrook Capital
California
$62.7K +$31K +106 +141%
OAJ
589
Ogorek Anthony Joseph
New York
$62K +$52.6K +180 New
FFA
590
Farther Finance Advisors
California
$61.3K -$5.26K -18 -9%
BBHC
591
Brown Brothers Harriman & Co
New York
$58.9K +$2.04K +7 +4%
TIM
592
Tortoise Investment Management
New York
$56.1K
JWM
593
Janiczek Wealth Management
Colorado
$54.2K +$10.8K +37 +33%
LSA
594
Leonteq Securities AG
Switzerland
$52.3K
AWA
595
Artemis Wealth Advisors
New York
$52.1K +$12K +41 +38%
ASN
596
Advisory Services Network
Georgia
$52K -$3.8K -13 -8%
WP
597
WealthPLAN Partners
Nebraska
$51.3K +$43.2K +148 New
AWM
598
Avior Wealth Management
Nebraska
$51.3K +$43.2K +148 New
FHA
599
First Horizon Advisors
Tennessee
$50.9K +$11.7K +40 +37%
SSG
600
Summit Securities Group
New York
$50K +$20.5K +70 +93%

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.