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West Pharmaceutical
WST

782 hedge funds and large institutions have $24.5B invested in West Pharmaceutical in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 261 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 61

3% more funds holding

Funds holding: 757 → 782 (+25)

1.65% more ownership

Funds ownership: 92.59% → 94.24% (+1.6%)

3% more call options, than puts

Call options by funds: $80.7M | Put options by funds: $78.2M

5% less capital invested

Capital invested by funds: $25.8B → $24.5B (-$1.28B)

15% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 306

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
782
Holders Change
+25
Holders Change %
+3.3%
% of All Funds
11.4%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
96
Increased
261
Reduced
306
Closed
61
Calls
$80.7M
Puts
$78.2M
Net Calls
+$2.43M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$459M
2
Artisan Partners
Artisan Partners
Wisconsin
+$131M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$99.5M
4
APG Asset Management
APG Asset Management
Netherlands
+$68.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$64.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$135M
4
GCM
Gladstone Capital Management
United Kingdom
-$81.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
Baystate Wealth Management
Massachusetts
$2.12K – – –
DJSG
752
D.J. St. Germain
Massachusetts
$2.11K – – –
CTB
753
Country Trust Bank
Illinois
$2.11K +$2.12K +6 New
FPF
754
First Pacific Financial
Washington
$2.11K +$2.12K +6 New
Jones Financial Companies
755
Jones Financial Companies
Missouri
$2.11K +$2.12K +6 New
PWA
756
Provenance Wealth Advisors
Florida
$2.11K +$2.12K +6 New
AW
757
Avion Wealth
Texas
$2K -$1.42K -4 -40%
NS
758
NBC Securities
Alabama
$2K – – –
CAM
759
ClariVest Asset Management
California
$1.77K – – –
OLVIG
760
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K – – –
PWMG
761
Prestige Wealth Management Group
New Jersey
$1.76K – – –
DF
762
Dunhill Financial
United Kingdom
$1.71K +$1.77K +5 New
JGIA
763
Jackson Grant Investment Advisers
Connecticut
$1.41K – – –
LIM
764
Longfellow Investment Management
Massachusetts
$1.41K – – –
S
765
Sachetta
Massachusetts
$1.06K +$1.06K +3 New
CBT
766
Central Bank & Trust
Kentucky
$1.06K – – –
MWM
767
Mascoma Wealth Management
New Hampshire
$1.06K – – –
AA
768
Ancora Advisors
Ohio
$1.04K – – –
FSWA
769
Financial Synergies Wealth Advisors
Texas
$942 – – –
FGAM
770
Financial Gravity Asset Management
Texas
$916 +$354 +1 +100%
PI
771
PEAK6 Investments
Illinois
$810 – – –
AWM
772
Atticus Wealth Management
Florida
$705 – – –
TFM
773
TFC Financial Management
Massachusetts
$705 – – –
PWMG
774
Private Wealth Management Group
New Jersey
$705 +$708 +2 New
W
775
WealthCollab
Washington
$705 +$708 +2 New
29 30
31
32 33

WST Hedge Fund Activity: Q4 2023 in Review

782 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2023, worth a combined $24.5B — down 5% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WST positions and 61 closed out — a net gain of 35 holders — while 261 added to existing stakes and 306 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $459M. The largest seller was Citadel Advisors, cutting an estimated $220M.

  • 782 institutional investors held West Pharmaceutical (WST) as of Q4 2023, up from 757 in Q3 2023.
  • Funds reported $24.5B of West Pharmaceutical stock for Q4 2023, down 5% quarter-over-quarter.
  • 96 funds opened new West Pharmaceutical positions in Q4 2023 and 61 closed out, a net change of +35 holders.
  • The largest West Pharmaceutical buyer in Q4 2023 was Morgan Stanley, an estimated $459M added.
  • The largest West Pharmaceutical seller in Q4 2023 was Citadel Advisors, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2023.