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CHFN

Charter Financial Corp
CHFN

Delisted

CHFN was delisted on the 31st of August, 2018.

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72 hedge funds and large institutions have $139M invested in Charter Financial Corp in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

6% more capital invested

Capital invested by funds: $131M → $139M (+$7.7M)

6% less funds holding

Funds holding: 77 → 72 (-5)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
6
Increased
20
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.5M
2
HMC
Harbert Management Corporation
Alabama
+$2.26M
3
BIP
Brandes Investment Partners
California
+$1.1M
4
BFC
Banc Funds Company
Illinois
+$1.08M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$550K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
-$2.36M
2
KCM
Kennedy Capital Management
Missouri
-$1.54M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$952K
4
MCM
Maltese Capital Management
New York
-$645K
5
OC
Oppenheimer & Close
New York
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Minerva Advisors
Pennsylvania
$1.5M – – –
Invesco
27
Invesco
Georgia
$1.27M +$47.5K +4,403 +4%
Morgan Stanley
28
Morgan Stanley
New York
$1.2M -$33.8K -3,134 -3%
TCIM
29
TIAA CREF Investment Management
New York
$1.18M – – –
SCP
30
Seizert Capital Partners
Michigan
$1.18M +$472K +43,735 +67%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$972K +$42.3K +3,918 +5%
PAM
32
Panagora Asset Management
Massachusetts
$841K +$172K +15,897 +26%
BIM
33
BlackRock Investment Management
Delaware
$824K -$25.6K -2,373 -3%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$737K -$952K -88,200 -56%
Two Sigma Investments
35
Two Sigma Investments
New York
$735K -$265K -24,561 -26%
AI
36
Analytic Investors
California
$559K – – –
NFA
37
Nationwide Fund Advisors
Ohio
$540K -$5.67K -525 -1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$532K – – –
CEI
39
Clark Estates Inc
New York
$514K +$59.4K +5,504 +13%
MFP
40
Michael F. Price
$492K – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$443K +$2.16K +200 +0.5%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$408K +$1.51K +140 +0.4%
B
43
Baird
Wisconsin
$376K +$377K +34,940 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$363K -$21.6K -2,000 -6%
Charles Schwab
45
Charles Schwab
California
$350K – – –
TA
46
Teachers Advisors
New York
$350K – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$324K -$35.6K -3,300 -10%
EEG
48
E.E. Geduld
$323K – – –
CIM
49
Corbyn Investment Management
Maryland
$314K – – –
CP
50
Clover Partners
Texas
$291K – – –
1
2
3 4

CHFN Hedge Fund Activity: Q4 2013 in Review

72 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2013, worth a combined $139M — up 5.9% from $131M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CHFN and 6 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.5M. The largest seller was Stieven Capital Advisors, cutting an estimated $2.36M.

  • 72 institutional investors held Charter Financial Corp (CHFN) as of Q4 2013, down from 77 in Q3 2013.
  • Funds reported $139M of Charter Financial Corp stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 6 funds opened new Charter Financial Corp positions in Q4 2013 and 11 closed out, a net change of -5 holders.
  • The largest Charter Financial Corp buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $3.5M added.
  • The largest Charter Financial Corp seller in Q4 2013 was Stieven Capital Advisors, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2013.