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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
BTI
701
Blue Trust Inc
Georgia
$3K -$6.43K -18 -67%
BWP
702
Baldwin Wealth Partners
Massachusetts
$2.68K
SWA
703
Sutton Wealth Advisors
Florida
$2.68K
BCMLT
704
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K +$2.5K +7 New
BWM
705
Baystate Wealth Management
Massachusetts
$2.3K
CA
706
Clearstead Advisors
Ohio
$2.29K
SIA
707
SkyView Investment Advisors
New Jersey
$2K +$1.07K +3 +150%
VNA
708
Valley National Advisers
Pennsylvania
$2K +$1.43K +4 New
BG
709
Bollard Group
Massachusetts
$2K +$1.79K +5 New
CA
710
Crewe Advisors
Utah
$1.91K -$21.4K -60 -92%
PWMG
711
Prestige Wealth Management Group
New Jersey
$1.91K
CWC
712
Carolinas Wealth Consulting
North Carolina
$1.91K
1832 Asset Management
713
1832 Asset Management
Ontario, Canada
$1.91K +$1.79K +5 New
FA
714
Fiduciary Alliance
South Carolina
$1.91K +$1.79K +5 New
FSWA
715
Financial Synergies Wealth Advisors
Texas
$1.53K
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$1.53K
LIM
717
Longfellow Investment Management
Massachusetts
$1.53K
GI
718
Gradient Investments
Minnesota
$1.53K +$1.07K +3 +300%
MWM
719
Mascoma Wealth Management
New Hampshire
$1.2K
CBT
720
Central Bank & Trust
Kentucky
$1.15K -$3.21K -9 -75%
AA
721
Ancora Advisors
Ohio
$1.13K +$1.07K +3 New
PI
722
PEAK6 Investments
Illinois
$1.11K
FGAM
723
Financial Gravity Asset Management
Texas
$1.04K +$12.9K +36 +10%
CAM
724
ClariVest Asset Management
California
$1K
TFA
725
Transamerica Financial Advisors
Florida
$1K

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.