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West Pharmaceutical

637 hedge funds and large institutions have $16.2B invested in West Pharmaceutical in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 231 increasing their positions, 232 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 78

0.68% more ownership

Funds ownership: 92.7%93.38% (+0.68%)

0% less funds holding

Funds holding: 638637 (-1)

0% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 232

4% less capital invested

Capital invested by funds: $16.9B → $16.2B (-$687M)

4% less call options, than puts

Call options by funds: $29.8M | Put options by funds: $31.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.24%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
88
Increased
231
Reduced
232
Closed
78
Calls
$29.8M
Puts
$31.2M
Net Calls
-$1.39M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$3.06K
HIA
602
Harbor Investment Advisory
Maryland
$3.06K +$3.08K +13 New
PPWM
603
PFG Private Wealth Management
Florida
$3K
CAL
604
Capital Advisors Ltd
Ohio
$3K +$1.66K +7 +175%
SC
605
Schubert & Co
Texas
$2.82K +$1.66K +7 +140%
AWM
606
Abound Wealth Management
Tennessee
$2.59K +$1.9K +8 +267%
PWMG
607
Prestige Wealth Management Group
New Jersey
$2.59K -$948 -4 -27%
FA
608
Fiduciary Alliance
South Carolina
$2.59K +$2.61K +11 New
VCM
609
Versant Capital Management
Arizona
$2.35K
CWP
610
Concord Wealth Partners
Virginia
$2.35K +$2.37K +10 New
MUMSS
611
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$2.37K -10 -50%
SIC
612
SJS Investment Consulting
Ohio
$1.88K +$1.19K +5 +167%
SWA
613
Sutton Wealth Advisors
Florida
$1.65K -$6.87K -29 -81%
BWP
614
Baldwin Wealth Partners
Massachusetts
$1.65K +$1.66K +7 New
SCA
615
Stonebridge Capital Advisors
Minnesota
$1.18K -$12.8K -54 -92%
TFA
616
Transamerica Financial Advisors
Florida
$1K -$237 -1 -33%
BWM
617
Baystate Wealth Management
Massachusetts
$1K
CAM
618
ClariVest Asset Management
California
$1K
AWM
619
Atticus Wealth Management
Florida
$942 -$19K -80 -95%
FSWA
620
Financial Synergies Wealth Advisors
Texas
$942 -$237 -1 -20%
DI
621
Disciplined Investments
Oklahoma
$941 -$948 -4 -50%
LIM
622
Longfellow Investment Management
Massachusetts
$941 +$237 +1 +33%
IGWM
623
ICA Group Wealth Management
Colorado
$941 +$948 +4 New
MSCM
624
McElhenny Sheffield Capital Management
Texas
$941 +$948 +4 New
MYAM
625
Meiji Yasuda Asset Management
Japan
$910 +$136K +574 +17%

WST Hedge Fund Activity: Q4 2022 in Review

637 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2022, worth a combined $16.2B — down 4.1% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WST positions and 78 closed out — a net gain of 10 holders — while 231 added to existing stakes and 232 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $440M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 637 institutional investors held West Pharmaceutical (WST) as of Q4 2022, down from 638 in Q3 2022.
  • Funds reported $16.2B of West Pharmaceutical stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 88 funds opened new West Pharmaceutical positions in Q4 2022 and 78 closed out, a net change of +10 holders.
  • The largest West Pharmaceutical buyer in Q4 2022 was Bank of New York Mellon, an estimated $440M added.
  • The largest West Pharmaceutical seller in Q4 2022 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2022.