Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

199 institutional holders +8 vs Q3 2022
161,333,253161.3m shares reported held*
$4.3bnreported value*
21 new 63 added 51 reduced 15 sold out net sold ≈ $70.8m (-2.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.85. Options: 9 managers hold calls ($33.2m notional), 7 hold puts ($11.6m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 191Q4 22: 199199Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022191
Q4 2022199

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $46.8mQ3 22 puts: $12.4mQ3 22P/C 0.26Q4 22 calls: $33.2mQ4 22 puts: $11.6mQ4 22P/C 0.35
Numbers
QuarterCallsPutsP/C
Q3 2022$46.8m$12.4m0.26
Q4 2022$33.2m$11.6m0.35

Biggest buyers

WESTWOOD HOLDINGS GROUP INC New +2,090,510+2.1m
ALPS ADVISORS INC Added +1,760,145+1.8m
Invesco Ltd. Added +1,313,147+1.3m
GOLDMAN SACHS GROUP INC Added +426,185+426.2k
CITIGROUP INC Added +334,753+334.8k
Blackstone Inc. Added +282,574+282.6k
NATIXIS Added +205,000+205.0k
Fractal Investments LLC Added +190,798+190.8k
Clearbridge Investments, LLC Added +142,800+142.8k
UBS Group AG Added +123,807+123.8k

Biggest sellers

Salient Capital Advisors, LLC Sold out -2,026,840-2.0m
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -1,631,835-1.6m
CHICKASAW CAPITAL MANAGEMENT LLC Reduced -1,139,157-1.1m
Mirae Asset Global Investments Co., Ltd. Reduced -938,494-938.5k
BANK OF AMERICA CORP /DE/ Reduced -779,673-779.7k
CIBC Private Wealth Group LLC Reduced -693,562-693.6k
JPMORGAN CHASE & CO Reduced -556,074-556.1k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Reduced -510,954-511.0k
Brookfield Corp /ON/ Reduced -500,397-500.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -438,167-438.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $16.4m611.3k shares
JANE STREET GROUP, LLC Reduced $3.5m129.5k shares
CITADEL ADVISORS LLC Reduced $3.3m122.8k shares
GROUP ONE TRADING LLC Reduced $2.6m97.6k shares
PEAK6 Investments LLC Reduced $2.6m95.7k shares
SIMPLEX TRADING, LLC Reduced $2.2m82.6k shares
Walleye Trading LLC Reduced $1.7m62.8k shares
Caption Management, LLC New $894.1k33.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $7.7m286.5k shares
CITADEL ADVISORS LLC Added $2.8m103.8k shares
Walleye Trading LLC Reduced $475.2k17.7k shares
PEAK6 Investments LLC Reduced $343.7k12.8k shares
SIMPLEX TRADING, LLC Reduced $212.0k7.9k shares
GROUP ONE TRADING LLC Added $56.4k2.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
OCCIDENTAL PETROLEUM CORP /DE/ 13D · may seek influence -2.3 pts · filed 2026-02-05 38.3% -2.3 pts 150.4m≈ $6.6bn 2026-02-05
ALPS ADVISORS INC 13G · institution +0.2 pts · filed 2026-10-07 9.0% +0.2 pts 37.4m≈ $1.6bn 2026-10-07

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 1 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20221$57.2k0——
Q3 20220—0——
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 6.09% of their portfolio Denver, CO 25,442,16625.4m $683.1m $683.1m 6.09% Added +1.8m +1,760,145
2 Blackstone Inc. 1.81% of their portfolio NEW YORK, NY 17,681,67717.7m $474.8m $474.8m 1.81% Added +282.6k +282,574
3 Invesco Ltd. 0.12% of their portfolio ATLANTA, GA 15,855,57515.9m $425.7m $425.7m 0.12% Added +1.3m +1,313,147
4 TORTOISE CAPITAL ADVISORS, L.L.C. 5.08% of their portfolio OVERLAND PARK, KS 12,632,34812.6m $339.2m $339.2m 5.08% Reduced -1.6m -1,631,835
5 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 9,270,8859.3m $248.9m $248.9m 0.07% Added +426.2k +426,185
6 NEUBERGER BERMAN GROUP LLC 0.24% of their portfolio NEW YORK, NY 8,967,1119.0m $240.8m $240.8m 0.24% Reduced -114.9k -114,948
7 CHICKASAW CAPITAL MANAGEMENT LLC 10.80% of their portfolio MEMPHIS, TN 7,610,5277.6m $204.3m $204.3m 10.80% Reduced -1.1m -1,139,157
8 Clearbridge Investments, LLC 0.13% of their portfolio NEW YORK, NY 4,923,3654.9m $132.2m $132.2m 0.13% Added +142.8k +142,800
9 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 4,592,8364.6m $123.3m $123.3m 0.02% Reduced -556.1k -556,074
10 KAYNE ANDERSON CAPITAL ADVISORS LP 2.96% of their portfolio LOS ANGELES, CA 3,743,5743.7m $100.5m $100.5m 2.96% Reduced -314.9k -314,923
11 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,236,9083.2m $86.9m $86.9m 0.04% Added +123.8k +123,807
12 Mirae Asset Global Investments Co., Ltd. 0.22% of their portfolio SEOUL, M5 3,136,8043.1m $84.2m $84.2m 0.22% Reduced -938.5k -938,494
13 RR Advisors, LLC 14.12% of their portfolio DALLAS, TX 3,126,0003.1m $83.9m $83.9m 14.12% Reduced -52.0k -52,000
14 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 2,698,9702.7m $72.5m $72.5m 0.04% Added +46.8k +46,837
15 Brookfield Corp /ON/ 0.25% of their portfolio TORONTO, A6 2,457,7942.5m $66.0m $66.0m 0.25% Reduced -500.4k -500,397
16 CIBC Private Wealth Group LLC 0.20% of their portfolio ATLANTA, GA 2,245,3212.2m $60.3m $60.3m 0.20% Reduced -693.6k -693,562
17 WESTWOOD HOLDINGS GROUP INC 0.49% of their portfolio DALLAS, TX 2,090,5102.1m $56.1m $56.1m 0.49% New
18 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,058,7112.1m $55.3m $55.3m 0.02% Reduced -42.0k -42,032
19 EAGLE GLOBAL ADVISORS LLC 3.79% of their portfolio Houston, TX 2,049,8312.0m $55.0m $55.0m 3.79% Added +15.6k +15,580
20 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,789,9961.8m $48.1m $48.1m 0.01% Added +48.2k +48,221
21 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 1,697,3331.7m $45.6m $45.6m 0.04% First filing
22 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 1,682,5161.7m $45.2m $45.2m 0.05% Added +98.0k +98,031
23 MILLER HOWARD INVESTMENTS INC /NY 1.61% of their portfolio KINGSTON, NY 1,649,8321.6m $44.3m $44.3m 1.61% Added +5.5k +5,487
24 BERKLEY W R CORP 2.33% of their portfolio Greenwich, CT 1,603,2751.6m $43.0m $43.0m 2.33% Unchanged
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,377,4961.4m $37.0m $37.0m 0.00% Reduced -779.7k -779,673
26 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 1,359,7731.4m $36.5m $36.5m 0.04% Unchanged
27 INFRASTRUCTURE CAPITAL ADVISORS, LLC 7.25% of their portfolio New York, NY 1,356,6091.4m $36.4m $36.4m 7.25% Reduced -511.0k -510,954
28 Fractal Investments LLC 8.27% of their portfolio Glastonbury, CT 1,292,0301.3m $34.7m $34.7m 8.27% Added +190.8k +190,798
29 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.28% of their portfolio DALLAS, TX 1,283,3561.3m $34.5m $34.5m 3.28% Added +110.3k +110,267
30 Recurrent Investment Advisors LLC 5.17% of their portfolio HOUSTON, TX 902,696902.7k $24.2m $24.2m 5.17% Added +115.0k +115,000
31 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.28% of their portfolio CHICAGO, IL 849,252849.3k $22.8m $22.8m 0.28% Reduced -10.0k -10,000
32 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 714,127714.1k $19.2m $19.2m 0.03% Reduced -438.2k -438,167
33 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 569,566569.6k $15.3m $15.3m 0.02% Added +334.8k +334,753
34 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 561,556561.6k $15.1m $15.1m 0.03% Added +26.8k +26,800
35 Energy Income Partners, LLC 0.31% of their portfolio Westport, CT 516,688516.7k $13.9m $13.9m 0.31% Added +40.1k +40,058
36 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2.67% of their portfolio BOSTON, MA 438,760438.8k $11.8m $11.8m 2.67% Unchanged
37 NATIXIS 0.06% of their portfolio PARIS, I0 410,000410.0k $11.0m $11.0m 0.06% Added +205.0k +205,000
38 NBW CAPITAL LLC 2.46% of their portfolio BOSTON, MA 358,480358.5k $9.6m $9.6m 2.46% Reduced -9.0k -8,960
39 FMR LLC 0.00% of their portfolio BOSTON, MA 308,389308.4k $8.3m $8.3m 0.00% Reduced -39.9k -39,870
40 Adams Asset Advisors, LLC 1.09% of their portfolio DALLAS, TX 303,878303.9k $8.2m $8.2m 1.09% Unchanged
41 Knollwood Investment Advisory, LLC 3.17% of their portfolio HUNT VALLEY, MD 301,032301.0k $8.1m $8.1m 3.17% First filing
42 Heronetta Management, L.P. 4.72% of their portfolio NEW YORK, NY 278,746278.7k $7.5m $7.5m 4.72% Added +13.9k +13,855
43 NEXPOINT ASSET MANAGEMENT, L.P. 0.58% of their portfolio Dallas, TX 278,100278.1k $7.5m $7.5m 0.58% Reduced -10.4k -10,392
44 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 277,246277.2k $7.4m $7.4m 0.01% Added +25.3k +25,264
45 Sovereign Investment Advisors, LLC 3.09% of their portfolio PHOENIX, AZ 274,479274.5k $7.4m $7.4m 3.09% Unchanged
46 Tortoise Index Solutions, LLC 1.18% of their portfolio OVERLAND PARK, KS 232,247232.2k $6.2m $6.2m 1.18% Added +50.8k +50,787
47 Terril Brothers, Inc. 3.04% of their portfolio St. Louis, MO 230,850230.8k $6.2m $6.2m 3.04% Added +37.7k +37,675
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 202,911202.9k $5.4m $5.4m 0.00% Reduced -14.9k -14,892
49 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 193,100193.1k $5.2m $5.2m 0.02% Unchanged
50 CASTLEARK MANAGEMENT LLC 0.26% of their portfolio CHICAGO, IL 186,220186.2k $5.0m $5.0m 0.26% Unchanged
51 Americana Partners, LLC 0.81% of their portfolio Houston, TX 173,976174.0k $4.7m $4.7m 0.81% Reduced -19 -19
52 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio BALA CYNWYD, PA 171,397171.4k $4.6m $4.6m 0.08% Reduced -36.0k -35,992
53 Catalyst Capital Advisors LLC 0.14% of their portfolio San Juan, PR 162,177162.2k $4.4m $4.4m 0.14% Added +6.4k +6,385
54 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.90% of their portfolio SYOSSET, NY 150,100150.1k $4.0m $4.0m 0.90% Unchanged
55 LONESTAR CAPITAL MANAGEMENT LLC 2.17% of their portfolio San Francisco, CA 150,000150.0k $4.0m $4.0m 2.17% Unchanged
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 130,843130.8k $3.5m $3.5m 0.01% Added +9.4k +9,444
57 Texas Yale Capital Corp. 0.19% of their portfolio ST. PETERSBURG, FL 121,925121.9k $3.3m $3.3m 0.19% Unchanged
58 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 115,891115.9k $3.1m $3.1m 0.06% Added +1.7k +1,702
59 TECTONIC ADVISORS LLC 0.48% of their portfolio FRISCO, TX 115,838115.8k $3.1m $3.1m 0.48% Unchanged
60 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 110,778110.8k $3.0m $3.0m 0.02% Added +41.4k +41,401
61 Lavaca Capital LLC 1.15% of their portfolio HOUSTON, TX 108,000108.0k $2.9m $2.9m 1.15% Unchanged
62 ING GROEP NV 0.03% of their portfolio AMSTERDAM, P7 103,000103.0k $2.8m $2.8m 0.03% Reduced -122.0k -122,000
63 DIVIDEND ASSETS CAPITAL, LLC 0.48% of their portfolio Ridgeland, SC 96,56996.6k $2.3m $2.3m 0.48% Added +49.0k +48,995
64 SOROS FUND MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 94,55094.5k $2.5m $2.5m 0.04% Unchanged
65 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 92,40292.4k $2.5m $2.5m 0.01% Added +88.7k +88,684
66 Mariner, LLC 0.01% of their portfolio Overland Park, KS 84,85784.9k $2.3m $2.3m 0.01% Added +202 +202
67 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 82,90582.9k $2.2m $2.2m 0.00% Added +12.1k +12,133
68 ELCO Management Co., LLC 1.65% of their portfolio New York, NY 81,77481.8k $2.2m $2.2m 1.65% Added +542 +542
69 U.S. Capital Wealth Advisors, LLC 0.10% of their portfolio AUSTIN, TX 80,86180.9k $2.2m $2.2m 0.10% Reduced -1.3k -1,339
70 CHILTON CAPITAL MANAGEMENT LLC 0.13% of their portfolio HOUSTON, TX 79,99980.0k $2.1m $2.1m 0.13% Added +492 +492
71 AlphaStar Capital Management, LLC 0.21% of their portfolio CORNELIUS, NC 78,45078.5k $2.1m $2.1m 0.21% Added +3.2k +3,237
72 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,45175.5k $2.0m $2.0m 0.00% Added +11.7k +11,658
73 HENNESSY ADVISORS INC 0.13% of their portfolio NOVATO, CA 71,80071.8k $1.9m $1.9m 0.13% Unchanged
74 EVERGREEN CAPITAL MANAGEMENT LLC 0.08% of their portfolio Bellevue, WA 66,08966.1k $1.8m $1.8m 0.08% Unchanged
75 Livforsakringsbolaget Skandia, Omsesidigt 0.20% of their portfolio Stockholm, V7 65,40065.4k $1.8m $1.8m 0.20% Added +44.6k +44,600
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 60,65760.7k $1.6m $1.6m 0.00% Reduced -4.3k -4,298
77 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 59,47159.5k $1.6m $1.6m 0.01% Reduced -3.9k -3,937
78 BlackRock Inc. 0.00% of their portfolio New York, NY 53,28053.3k $1.4m $1.4m 0.00% Reduced -1.7k -1,733
79 ALBERT D MASON INC 0.94% of their portfolio BOSTON, MA 49,15949.2k $1.3m $1.3m 0.94% Added +213 +213
80 Aveo Capital Partners, LLC 0.19% of their portfolio ENGLEWOOD, CO 46,74546.7k $1.3m $1.3m 0.19% Added +1.9k +1,875
81 Maryland State Retirement & Pension System 0.04% of their portfolio BALTIMORE, MD 46,56246.6k $1.3m $1.3m 0.04% New
82 PATHSTONE FAMILY OFFICE, LLC 0.01% of their portfolio ENGLEWOOD, NJ 43,95044.0k $1.2m $1.2m 0.01% Added +88 +88
83 BASSO CAPITAL MANAGEMENT, L.P. 1.25% of their portfolio STAMFORD, CT 43,20043.2k $1.2m $1.2m 1.25% New
84 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 42,88542.9k $1.2m $1.2m 0.00% Added +504 +504
85 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 40,70040.7k $1.1m $1.1m 0.02% Unchanged
86 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 39,43439.4k $1.1m $1.1m 0.02% Unchanged
87 Parkwood LLC 0.20% of their portfolio CLEVELAND, OH 37,12637.1k $997.0k $997.0k 0.20% Added +1.6k +1,599
88 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.17% of their portfolio Fort Collins, CO 36,97137.0k $992.7k $992.7k 0.17% Unchanged
89 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 36,04636.0k $967.8k $967.8k 0.03% Unchanged
90 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,50735.5k $953.4k $953.4k 0.00% Reduced -53.3k -53,303
91 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,21435.2k $944.0k $944.0k 0.00% Reduced -1.3k -1,263
92 Requisite Capital Management, LLC 0.30% of their portfolio DALLAS, TX 35,13335.1k $943.3k $943.3k 0.30% Reduced -1.4k -1,417
93 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 32,47032.5k $871.8k $871.8k 0.01% Reduced -1.0k -1,009
94 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 30,97131.0k $831.6k $831.6k 0.00% Reduced -925 -925
95 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 28,01028.0k $752.1k $752.1k 0.02% Added +504 +504
96 W1M Asset Management Ltd 0.07% of their portfolio London, X0 27,62627.6k $741.8k $741.8k 0.07% Unchanged
97 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 25,46925.5k $693.8k $693.8k 0.04% Added +202 +202
98 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 24,91324.9k $668.9k $668.9k 0.00% Added +1.3k +1,271
99 Cullen/Frost Bankers, Inc. 0.01% of their portfolio San Antonio, TX 24,75624.8k $664.7k $664.7k 0.01% Unchanged
100 Donoghue Forlines LLC 0.22% of their portfolio Boston, MA 23,64023.6k $634.7k $634.7k 0.22% Added +11.6k +11,613