We are live on ! Find out more
ANZ

AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ

Delisted

ANZ was delisted on the 11th of July, 2007.

26 hedge funds and large institutions have $46.9M invested in AUSTRALIA & NW ZEAL ADS(RP5 SH in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

6% less capital invested

Capital invested by funds: $50M → $46.9M (-$3.15M)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$13.7M +$1.22M +42,135 +10%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$9.03M -$436K -15,100 -5%
TWI
3
Thomas White International
Illinois
$7.58M +$76.2K +2,643 +1%
WAM
4
World Asset Management
Michigan
$5.51M -$1.63M -56,475 -23%
CCM
5
Cohen Capital Management
California
$2.88M
SC
6
Saturna Capital
Washington
$2.44M
H
7
Hexavest
Quebec, Canada
$1.11M
IPC
8
Independent Portfolio Consultants
Florida
$1.1M -$16.6K -575 -1%
FBC
9
Fairfield, Bush & Co
Connecticut
$618K +$25.2K +875 +4%
CIM
10
Calvert Investment Management
Maryland
$582K +$582K +20,164 New
Ameriprise
11
Ameriprise
Minnesota
$375K +$55.5K +1,925 +17%
LCM
12
Logan Capital Management
Pennsylvania
$365K +$8.9K +309 +3%
BG
13
Bahl & Gaynor
Ohio
$321K +$1.73K +60 +0.5%
RHBC
14
R.H. Bluestein & Co
Michigan
$289K
CCM
15
Carderock Capital Management
Maryland
$281K
CIP
16
Convergence Investment Partners
Florida
$249K -$42.6K -1,479 -15%
CRC
17
Curi RMB Capital
Illinois
$222K -$36.8K -1,275 -14%
PAM
18
Paradigm Asset Management
New York
$110K
LIA
19
LS Investment Advisors
Michigan
$39K +$39K +1,360 New
GT
20
Glenmede Trust
Pennsylvania
$25K
FHA
21
First Horizon Advisors
Tennessee
$17K +$6.08K +241 +56%
ARMC
22
American Research & Management Company
Massachusetts
$14K
PTC
23
Private Trust Company
Ohio
$10K
RFA
24
Reilly Financial Advisors
California
$8K
FNBT
25
FineMark National Bank & Trust
Florida
$2K

ANZ Hedge Fund Activity: Q4 2013 in Review

26 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) for Q4 2013, worth a combined $46.9M — down 6.3% from $50M a quarter earlier.

Fund positioning in ANZ was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.22M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $2.79M sold.

  • 26 institutional investors held AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $46.9M of AUSTRALIA & NW ZEAL ADS(RP5 SH stock for Q4 2013, down 6.3% quarter-over-quarter.
  • 2 funds opened new AUSTRALIA & NW ZEAL ADS(RP5 SH positions in Q4 2013 and 2 closed out, a net change of 0 holders.
  • The largest AUSTRALIA & NW ZEAL ADS(RP5 SH buyer in Q4 2013 was Parametric Portfolio Associates, an estimated $1.22M added.
  • The largest AUSTRALIA & NW ZEAL ADS(RP5 SH seller in Q4 2013 was Jarislowsky, Fraser Ltd, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2013.