AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
ANZ was delisted on the 11th of July, 2007.
6 hedge funds and large institutions have $86M invested in AUSTRALIA & NW ZEAL ADS(RP5 SH in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
22% more capital invested
Capital invested by funds: $70.7M → $86M (+$15.4M)
40% less funds holding
Funds holding: 10 → 6 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.58M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$225K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cohen Capital Management
Corte Madera,
California
|
-$1.6M |
| 2 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
-$680K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$294K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$240K |
| 5 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $79.6M | +$2.58M | +120,145 | +3% |
|
|
2
LSV Asset Management
Chicago,
Illinois
| $6.07M | -$294K | -13,700 | -5% |
|
|
SW
3
SVB Wealth
Boston,
Massachusetts
| $225K | +$225K | +10,455 | New |
|
|
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $153K | +$16.1K | +749 | +12% |
|
|
BC
5
Bartlett & Co
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $601 | – | – | – |
|
|
CCM
7
Cohen Capital Management
Corte Madera,
California
| – | -$1.6M | -91,370 | Closed |
|
|
LCM
8
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$680K | -38,830 | Closed |
|
|
9
RhumbLine Advisers
Boston,
Massachusetts
| – | -$240K | -13,696 | Closed |
|
|
SIM
10
Sonora Investment Management
Tucson,
Arizona
| – | -$26K | -1,500 | Closed |
|
|
PCG
11
Private Capital Group
West Hartford,
Connecticut
| – | -$15K | -832 | Closed |
|
ANZ Hedge Fund Activity: Q1 2021 in Review
6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) for Q1 2021, worth a combined $86M — up 22% from $70.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ANZ and 1 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $2.58M. The largest seller was Cohen Capital Management, exiting entirely with an estimated $1.6M sold.
- 6 institutional investors held AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) as of Q1 2021, down from 10 in Q4 2020.
- Funds reported $86M of AUSTRALIA & NW ZEAL ADS(RP5 SH stock for Q1 2021, up 22% quarter-over-quarter.
- 1 fund opened new AUSTRALIA & NW ZEAL ADS(RP5 SH positions in Q1 2021 and 5 closed out, a net change of -4 holders.
- The largest AUSTRALIA & NW ZEAL ADS(RP5 SH buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $2.58M added.
- The largest AUSTRALIA & NW ZEAL ADS(RP5 SH seller in Q1 2021 was Cohen Capital Management, an estimated $1.6M sold.
Based on aggregated 13F filings for Q1 2021.