AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
ANZ was delisted on the 11th of July, 2007.
9 hedge funds and large institutions have $45.2M invested in AUSTRALIA & NW ZEAL ADS(RP5 SH in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
59% more capital invested
Capital invested by funds: $28.4M → $45.2M (+$16.8M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10.6M |
| 2 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
+$25.5K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$13K |
| 4 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
+$4.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
World Asset Management
Detroit,
Michigan
|
-$279K |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$101K |
| 3 |
FRA
Front Row Advisors
Tiburon,
California
|
-$2.12K |
| 4 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$1.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $39.4M | +$10.6M | +820,111 | +37% |
|
2
LSV Asset Management
Chicago,
Illinois
| $3.82M | – | – | – |
|
|
CCM
3
Cohen Capital Management
Corte Madera,
California
| $1.18M | – | – | – |
|
|
LCM
4
Logan Capital Management
Newtown Square,
Pennsylvania
| $711K | +$25.5K | +1,990 | +4% |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $19K | – | – | – |
|
|
LWM
6
Lenox Wealth Management
Cincinnati,
Ohio
| $14K | +$4.09K | +325 | +41% |
|
|
7
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $13K | +$13K | +970 | New |
|
|
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $6K | -$1.96K | -152 | -25% |
|
|
FRA
9
Front Row Advisors
Tiburon,
California
| $2K | -$2.12K | -146 | -51% |
|
|
WAM
10
World Asset Management
Detroit,
Michigan
| – | -$279K | -26,908 | Closed |
|
|
GT
11
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$101K | -5,846 | Closed |
|
ANZ Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) for Q2 2020, worth a combined $45.2M — up 59% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ANZ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $10.6M. The largest seller was World Asset Management, exiting entirely with an estimated $279K sold.
- 9 institutional investors held AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) as of Q2 2020, down from 10 in Q1 2020.
- Funds reported $45.2M of AUSTRALIA & NW ZEAL ADS(RP5 SH stock for Q2 2020, up 59% quarter-over-quarter.
- 1 fund opened new AUSTRALIA & NW ZEAL ADS(RP5 SH positions in Q2 2020 and 2 closed out, a net change of -1 holder.
- The largest AUSTRALIA & NW ZEAL ADS(RP5 SH buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $10.6M added.
- The largest AUSTRALIA & NW ZEAL ADS(RP5 SH seller in Q2 2020 was World Asset Management, an estimated $279K sold.
Based on aggregated 13F filings for Q2 2020.