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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
PTC
601
Private Trust Company
Ohio
$49.9K -$8.77K -30 -17%
IAIM
602
International Assets Investment Management
Florida
$48.5K -$251K -859 -86%
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$47.8K
GWS
604
Glassman Wealth Services
Virginia
$43.3K +$1.75K +6 +5%
GEA
605
Glen Eagle Advisors
New Jersey
$38.1K
CTC
606
Central Trust Company
Missouri
$36.7K -$19.9K -68 -39%
WBC
607
West Branch Capital
Massachusetts
$36.4K
CIM
608
Contravisory Investment Management
Massachusetts
$34.6K
NIC
609
Northwest Investment Counselors
Oregon
$34.6K
LS
610
Livforsakringsbolaget Skandia
Sweden
$34.6K
AA
611
Addison Advisors
Vermont
$31.5K +$2.34K +8 +10%
BIA
612
Bell Investment Advisors
California
$31.2K
CT
613
Colonial Trust
South Carolina
$25.6K
SS
614
Sunbelt Securities
Texas
$24.9K +$21.3K +73 New
CA
615
Crewe Advisors
Utah
$22.5K
RFA
616
Resurgent Financial Advisors
Georgia
$20.4K -$8.77K -30 -34%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$20.4K
RTC
618
Riverview Trust Company
Washington
$18K +$15.2K +52 New
QC
619
Quent Capital
New York
$17.3K -$5.55K -19 -28%
HGERS
620
Householder Group Estate & Retirement Specialist
Arizona
$17K +$14.3K +49 New
AFS
621
Annapolis Financial Services
Maryland
$15.9K
Baillie Gifford & Co
622
Baillie Gifford & Co
United Kingdom
$15.9K +$1.75K +6 +15%
DIP
623
DT Investment Partners
Pennsylvania
$15K
RTL
624
Red Tortoise LLC
Georgia
$13.9K
EARNEST Partners
625
EARNEST Partners
Georgia
$13.5K

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.