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West Pharmaceutical
WST

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: 5 → 11 (+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: 637 → 695 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$274M
2
Invesco
Invesco
Georgia
+$159M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$158M
4
JP Morgan Chase
JP Morgan Chase
New York
+$105M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$66.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$144M
2
Two Sigma Investments
Two Sigma Investments
New York
-$94.8M
3
Norges Bank
Norges Bank
Norway
-$76.1M
4
Renaissance Technologies
Renaissance Technologies
New York
-$69.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
651
Morgan Dempsey Capital Management
Wisconsin
$4.85K – – –
AIM
652
Anchor Investment Management
South Carolina
$4.5K – – –
HIA
653
Harbor Investment Advisory
Maryland
$4.5K – – –
NC
654
NewSquare Capital
Pennsylvania
$4.16K +$3.51K +12 New
CBT
655
Central Bank & Trust
Kentucky
$4.16K +$3.51K +12 New
CAL
656
Capital Advisors Ltd
Ohio
$4K – – –
FMP
657
Financial Management Professionals
Texas
$4K +$3.21K +11 New
AWM
658
Abound Wealth Management
Tennessee
$3.81K – – –
PPWM
659
PFG Private Wealth Management
Florida
$3.81K – – –
IA
660
IFP Advisors
Florida
$3.63K -$39.4K -135 -78%
SIC
661
SJS Investment Consulting
Ohio
$3.47K +$584 +2 +25%
VCM
662
Versant Capital Management
Arizona
$3.45K – – –
PVH
663
Psagot Value Holdings
Israel
$3K +$2.34K +8 New
Commonwealth Equity Services
664
Commonwealth Equity Services
Massachusetts
$2.81K -$240K -822 -9%
DI
665
Disciplined Investments
Oklahoma
$2.77K +$1.17K +4 +100%
BWP
666
Baldwin Wealth Partners
Massachusetts
$2.42K – – –
SWA
667
Sutton Wealth Advisors
Florida
$2.42K – – –
BWM
668
Baystate Wealth Management
Massachusetts
$2.08K – – –
CA
669
Clearstead Advisors
Ohio
$2.08K +$1.75K +6 New
PWMG
670
Prestige Wealth Management Group
New Jersey
$1.73K -$1.75K -6 -55%
SCA
671
Stonebridge Capital Advisors
Minnesota
$1.73K – – –
CWC
672
Carolinas Wealth Consulting
North Carolina
$1.73K +$1.46K +5 New
FSWA
673
Financial Synergies Wealth Advisors
Texas
$1.39K – – –
IGWM
674
ICA Group Wealth Management
Colorado
$1.39K – – –
LIM
675
Longfellow Investment Management
Massachusetts
$1.39K – – –
25 26
27
28 29

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.