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CHFN

Charter Financial Corp
CHFN

Delisted

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

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78 hedge funds and large institutions have $148M invested in Charter Financial Corp in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

8% more funds holding

Funds holding: 72 → 78 (+6)

7% more capital invested

Capital invested by funds: $139M → $148M (+$9.22M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
29
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$2.96M
2
PCMF
Private Capital Management (Florida)
Florida
+$2.65M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$2.05M
4
BFC
Banc Funds Company
Illinois
+$1.26M
5
State Street
State Street
Massachusetts
+$626K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
-$1.54M
2
ECA
Endeavour Capital Advisors
Connecticut
-$761K
3
EEG
E.E. Geduld
-$323K
4
CP
Clover Partners
Texas
-$289K
5
Two Sigma Investments
Two Sigma Investments
New York
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
APCM
26
Arbiter Partners Capital Management
New York
$1.62M – – –
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$1.54M -$15.3K -1,435 -1%
MA
28
Minerva Advisors
Pennsylvania
$1.51M – – –
Morgan Stanley
29
Morgan Stanley
New York
$1.37M +$161K +15,032 +13%
Invesco
30
Invesco
Georgia
$1.32M +$50.7K +4,741 +4%
SCP
31
Seizert Capital Partners
Michigan
$1.29M +$104K +9,755 +9%
TCIM
32
TIAA CREF Investment Management
New York
$1.19M – – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$953K -$22.4K -2,099 -2%
PAM
34
Panagora Asset Management
Massachusetts
$892K +$46.9K +4,387 +6%
BIM
35
BlackRock Investment Management
Delaware
$831K +$4.1K +384 +0.5%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$611K -$127K -11,900 -17%
Two Sigma Investments
37
Two Sigma Investments
New York
$560K -$176K -16,463 -24%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$534K – – –
NFA
39
Nationwide Fund Advisors
Ohio
$531K -$10.7K -1,000 -2%
CEI
40
Clark Estates Inc
New York
$516K – – –
MFP
41
Michael F. Price
$494K – – –
AI
42
Analytic Investors
California
$490K -$69.8K -6,528 -13%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$445K – – –
Geode Capital Management
44
Geode Capital Management
Massachusetts
$433K +$23.3K +2,177 +6%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$388K +$384K +35,900 New
B
46
Baird
Wisconsin
$383K +$4.86K +455 +1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$352K -$11.9K -1,110 -3%
TA
48
Teachers Advisors
New York
$352K – – –
Charles Schwab
49
Charles Schwab
California
$351K – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$316K -$8.55K -800 -3%
1
2
3 4

CHFN Hedge Fund Activity: Q1 2014 in Review

78 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2014, worth a combined $148M — up 6.7% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CHFN positions and 3 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $2.96M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $1.54M sold.

  • 78 institutional investors held Charter Financial Corp (CHFN) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $148M of Charter Financial Corp stock for Q1 2014, up 6.7% quarter-over-quarter.
  • 9 funds opened new Charter Financial Corp positions in Q1 2014 and 3 closed out, a net change of +6 holders.
  • The largest Charter Financial Corp buyer in Q1 2014 was Mendon Capital Advisors, an estimated $2.96M added.
  • The largest Charter Financial Corp seller in Q1 2014 was Stieven Capital Advisors, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2014.