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West Pharmaceutical

734 hedge funds and large institutions have $26B invested in West Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 253 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $52M | Put options by funds: $26.5M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24B → $26B (+$1.94B)

6% more funds holding

Funds holding: 695734 (+39)

6% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 269

1.95% less ownership

Funds ownership: 93.72%91.76% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
734
Holders Change
+39
Holders Change %
+5.61%
% of All Funds
11.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
93
Increased
253
Reduced
269
Closed
50
Calls
$52M
Puts
$26.5M
Net Calls
+$25.5M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Harbour Investments
Wisconsin
$9.94K +$714 +2 +8%
FCAG
677
First Capital Advisors Group
New Jersey
$9.94K +$9.29K +26 New
CFO
678
CVA Family Office
Colorado
$9.56K +$1.79K +5 +25%
WTG
679
West Tower Group
Virginia
$9.18K +$8.57K +24 New
CAC
680
Core Alternative Capital
Georgia
$8.8K +$357 +1 +5%
RA
681
Rational Advisors
New York
$8.41K
WPA
682
West Paces Advisors
Georgia
$8.41K
GFPC
683
Global Financial Private Client
Florida
$8.32K
TAM
684
Tucker Asset Management
Colorado
$8.03K
AF
685
Advisornet Financial
Minnesota
$7.65K +$357 +1 +5%
CTWM
686
Cherry Tree Wealth Management
Minnesota
$7.27K +$6.79K +19 New
LCM
687
Logan Capital Management
Pennsylvania
$6.52K
RIM
688
Ranger Investment Management
Texas
$6.5K
MDCM
689
Morgan Dempsey Capital Management
Wisconsin
$5.36K
KFS
690
Kelly Financial Services
Massachusetts
$5.36K +$5K +14 New
AWM
691
Abound Wealth Management
Tennessee
$4.97K +$714 +2 +18%
AIM
692
Anchor Investment Management
South Carolina
$4.97K
HIA
693
Harbor Investment Advisory
Maryland
$4.97K
PPWM
694
PFG Private Wealth Management
Florida
$4.21K
VCM
695
Versant Capital Management
Arizona
$4.21K +$357 +1 +10%
CAL
696
Capital Advisors Ltd
Ohio
$4K
CWP
697
Concord Wealth Partners
Virginia
$3.83K +$3.57K +10 New
SIC
698
SJS Investment Consulting
Ohio
$3.44K -$357 -1 -10%
JFA
699
JNBA Financial Advisors
Minnesota
$3.06K -$3.21K -9 -53%
DI
700
Disciplined Investments
Oklahoma
$3.06K

WST Hedge Fund Activity: Q2 2023 in Review

734 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2023, worth a combined $26B — up 8.1% from $24B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WST positions and 50 closed out — a net gain of 43 holders — while 253 added to existing stakes and 269 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $89.8M. The largest seller was Neuberger Berman Group, cutting an estimated $86.6M.

  • 734 institutional investors held West Pharmaceutical (WST) as of Q2 2023, up from 695 in Q1 2023.
  • Funds reported $26B of West Pharmaceutical stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 93 funds opened new West Pharmaceutical positions in Q2 2023 and 50 closed out, a net change of +43 holders.
  • The largest West Pharmaceutical buyer in Q2 2023 was Man Group, an estimated $89.8M added.
  • The largest West Pharmaceutical seller in Q2 2023 was Neuberger Berman Group, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2023.