undamentalytics Newsletter

Western Midstream Partners, LP: which funds bought and sold

Institutions that bought and sold Western Midstream Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 155 institutions that filed 13F reports for both quarters added to or opened positions in Western Midstream Partners, and 112 cut or closed them. Together they added a net 12.9M shares, +7.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 349K shares (+3.0%); index fund managers were net sellers of 1,651 shares (−1.3%). 40 opened a new position and 16 sold out entirely.

Bought, Q2 2026 155 institutions, 40 of them new holders Sold, Q2 2026 112 institutions, 16 of them sold out
Net change, all compared +12.9M shares (+7.8%)
Net change, active managers +349K shares (+3.0%), 6 bought, 2 sold

Buyers versus sellers

institutions compared, 376
Active managers and hedge funds 6 bought · 2 sold · +349K
Index fund managers 1 bought · 2 sold · −1,651
Other institutions 148 bought · 108 sold · +12.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +16.7M +366.6% 21.2M $929M
Blackstone Inc. +1.6M +18.4% 10.4M $454M
HRT Financial LP +345K +85.4% 748K $32.7M
Citadel Advisors LLC Hedge fund +304K New position 304K $13.3M
Barclays PLC +274K +25.8% 1.3M $58.5M
Bank Of America Corp +238K +21.1% 1.4M $59.8M
Arax Advisory Partners +201K +10584.0% 203K $8.9M
Rr Advisors, LLC +172K +93.2% 356K $15.6M
Bank Of Montreal +139K New position 139K $6.1M
Treasurer Of The State Of North Carolina +135K New position 135K $5.9M
Clearbridge Investments, LLC Active manager +87K +3.3% 2.7M $119M
Invesco Ltd. +75K +0.3% 24.1M $1.1B
Hartree Partners, LP +66K New position 66K $2.9M
Miller Howard Investments Inc +64K +4.0% 1.6M $72.2M
Brookfield Corp +60K +9.0% 731K $32M
Cambridge Investment Research Advisors, Inc. +52K +89.0% 110K $4.8M
Jane Street Group, LLC +44K New position 44K $1.9M
Westwood Holdings Group Inc Active manager +40K +1.9% 2.2M $95.5M
Quantinno Capital Management LP +33K +363.1% 42K $1.8M
Adams Asset Advisors, LLC +33K +9.6% 375K $16.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Tortoise Capital Advisors, L.L.C. −2.3M −25.9% 6.5M $285M
Alps Advisors Inc −2.0M −5.2% 36.6M $1.6B
Jpmorgan Chase & Co −510K −34.2% 981K $42.5M
CIBC Bancorp Usa Inc. −427K −39.8% 645K $28.2M
Cushing Asset Management, LP Dba Nxg Investment Management −417K −24.9% 1.3M $55.1M
Militia Capital Management LLC −401K −66.7% 200K $8.8M
Jump Financial, LLC −270K −91.8% 24K $1.1M
Mirae Asset Global Etfs Holdings Ltd. −232K −2.6% 8.6M $378M
Goldman Sachs Group Inc −231K −2.6% 8.5M $373M
UBS Group AG −155K −4.2% 3.6M $156M
First Trust Advisors LP −145K −16.1% 757K $33.1M
BNP Paribas Financial Markets −114K −5.4% 2.0M $87.2M
Empirical Finance, LLC −112K −25.4% 330K $14.4M
Empowered Funds, LLC −110K −23.3% 363K $15.9M
Susquehanna International Group, LLP −96K −92.9% 7,393 $323,518
Neuberger Berman Group LLC Active manager −93K −1.5% 6.2M $271M
Chickasaw Capital Management LLC −69K −1.2% 5.5M $241M
Fractal Investments LLC −53K −3.4% 1.5M $66.7M
Keeler Thomas Management LLC −52K Sold out 0 —
Exchange Traded Concepts, LLC −45K −16.8% 224K $9.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 304K $13.3M
Bank Of Montreal 139K $6.1M
Treasurer Of The State Of North Carolina 135K $5.9M
Hartree Partners, LP 66K $2.9M
Jane Street Group, LLC 44K $1.9M
Ardsley Advisory Partners LP 25K $1.1M
Janney Montgomery Scott LLC 23K $1M
Acadian Asset Management LLCActive manager 16K $697,000
Avidian Wealth Enterprises, LLC 11K $479,303
Whalerock Point Partners, LLC 11K $463,856

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Keeler Thomas Management LLC 52K $2.2M
Basso Capital Management, L.P. 42K $1.7M
Equitec Proprietary Markets, LLC 15K $605,199
Sanders Morris Harris LLC 6,697 $275,715
Quadrant Capital Group LLC 5,435 $223,759
Regal Investment Advisors LLC 4,951 $203,826
State Of Wyoming 1,718 $70,730
Fortitude Family Office, LLC 1,367 $56,278
Sound Income Strategies, LLC 1,167 $47,571
United Community Bank 1,150 $47,346

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
368
Ten largest holders
74.0%
of 13F-reported shares
Index fund managers
0.1%
of 13F-reported shares
Active managers and hedge funds
6.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 6 2 2 0 +349K +3.0%
Index fund managers 1 2 0 0 −1,651 −1.3%
Other institutions 148 108 38 16 +12.5M +8.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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