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CHFN

Charter Financial Corp
CHFN

Delisted

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

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90 hedge funds and large institutions have $127M invested in Charter Financial Corp in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

8% more funds holding

Funds holding: 83 → 90 (+7)

1% more capital invested

Capital invested by funds: $126M → $127M (+$966K)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
38
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAM
Impax Asset Management
New Hampshire
+$3.31M
2
PCMF
Private Capital Management (Florida)
Florida
+$1.16M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$499K
4
NI
Numeric Investors
Massachusetts
+$370K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$364K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.15M
2
FCM
FJ Capital Management
Virginia
-$1.07M
3
Millennium Management
Millennium Management
New York
-$801K
4
Morgan Stanley
Morgan Stanley
New York
-$612K
5
BFA
BlackRock Fund Advisors
California
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.6M +$250K +19,051 +19%
PPA
27
Parametric Portfolio Associates
Washington
$1.52M -$73.8K -5,634 -5%
DGHMC
28
Dalton, Greiner, Hartman, Maher & Co
New York
$1.44M +$3.12K +238 +0.2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$1.18M -$30.2K -2,303 -3%
BCM
30
BHZ Capital Management
California
$1.17M +$176K +13,400 +18%
BIM
31
BlackRock Investment Management
Delaware
$853K +$9.68K +739 +1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$835K -$67.5K -5,154 -8%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$813K +$123K +9,400 +18%
TCIM
34
TIAA CREF Investment Management
New York
$771K -$118K -8,994 -13%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$664K -$14.5K -1,108 -2%
MC
36
Menta Capital
California
$639K +$13.1K +1,000 +2%
CEP
37
Chicago Equity Partners
Illinois
$567K +$304K +23,210 +119%
PP
38
PDT Partners
New York
$543K -$124K -9,500 -19%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$543K +$174K +13,281 +48%
Two Sigma Investments
40
Two Sigma Investments
New York
$530K -$91.1K -6,954 -15%
GC
41
Globeflex Capital
California
$506K – – –
AI
42
Analytic Investors
California
$496K -$176K -13,446 -26%
AllianceBernstein
43
AllianceBernstein
Tennessee
$494K -$248K -18,950 -34%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$467K +$81.2K +6,200 +21%
MERSOM
45
Municipal Employees' Retirement System of Michigan
Michigan
$453K +$343K +26,200 +332%
Goldman Sachs
46
Goldman Sachs
New York
$442K +$27K +2,059 +7%
NFA
47
Nationwide Fund Advisors
Ohio
$439K -$14.4K -1,100 -3%
PAM
48
Panagora Asset Management
Massachusetts
$412K – – –
MAM
49
Martingale Asset Management
Massachusetts
$398K +$113K +8,606 +40%
TSP
50
Tappan Street Partners
Illinois
$386K – – –
1
2
3 4

CHFN Hedge Fund Activity: Q2 2016 in Review

90 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q2 2016, worth a combined $127M — up 0.77% from $126M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CHFN positions and 3 closed out — a net gain of 9 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Impax Asset Management, opening a new position worth an estimated $3.31M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $1.15M.

  • 90 institutional investors held Charter Financial Corp (CHFN) as of Q2 2016, up from 83 in Q1 2016.
  • Funds reported $127M of Charter Financial Corp stock for Q2 2016, up 0.77% quarter-over-quarter.
  • 12 funds opened new Charter Financial Corp positions in Q2 2016 and 3 closed out, a net change of +9 holders.
  • The largest Charter Financial Corp buyer in Q2 2016 was Impax Asset Management, an estimated $3.31M added.
  • The largest Charter Financial Corp seller in Q2 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2016.