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CHFN

Charter Financial Corp
CHFN

Delisted

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

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97 hedge funds and large institutions have $190M invested in Charter Financial Corp in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

22% more capital invested

Capital invested by funds: $156M → $190M (+$33.8M)

9% more funds holding

Funds holding: 89 → 97 (+8)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
37
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.47M
3
PIM
Perkins Investment Management
Illinois
+$1.61M
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$899K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$872K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$2.11M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.8M
3
KCM
Kennedy Capital Management
Missouri
-$1.43M
4
BIP
Brandes Investment Partners
California
-$1.42M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.43M +$17.9K +991 +1%
KCM
27
Kennedy Capital Management
Missouri
$1.38M -$1.43M -79,557 -53%
GC
28
Globeflex Capital
California
$1.25M +$458K +25,400 +66%
Wells Fargo
29
Wells Fargo
California
$1.19M +$297K +16,495 +38%
Morgan Stanley
30
Morgan Stanley
New York
$1.14M -$219K -12,177 -17%
TCIM
31
TIAA CREF Investment Management
New York
$1.11M +$59K +3,276 +6%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$982K +$899K +49,900 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$952K +$872K +48,399 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$873K +$227K +12,586 +40%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$865K -$1.8M -100,050 -69%
HIS
36
Horizon Investment Services
Indiana
$838K +$767K +42,581 New
Two Sigma Investments
37
Two Sigma Investments
New York
$833K +$149K +8,272 +24%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$809K +$741K +41,112 New
MC
39
Menta Capital
California
$801K -$20.5K -1,136 -3%
Millennium Management
40
Millennium Management
New York
$767K +$703K +39,000 New
Allianz Asset Management
41
Allianz Asset Management
Germany
$747K +$326K +18,110 +91%
Federated Hermes
42
Federated Hermes
Pennsylvania
$741K +$679K +37,687 New
NFA
43
Nationwide Fund Advisors
Ohio
$692K +$34.4K +1,911 +6%
CEP
44
Chicago Equity Partners
Illinois
$682K +$625K +34,680 New
Goldman Sachs
45
Goldman Sachs
New York
$674K +$13.9K +774 +2%
PAM
46
Panagora Asset Management
Massachusetts
$660K +$66.1K +3,667 +12%
TA
47
Teachers Advisors
New York
$613K – – –
CIC
48
Cornercap Investment Counsel
Georgia
$598K +$548K +30,395 New
BCM
49
Bridgeway Capital Management
Texas
$590K -$717K -39,800 -57%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$547K – – –
1
2
3 4 5

CHFN Hedge Fund Activity: Q1 2017 in Review

97 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2017, worth a combined $190M — up 22% from $156M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CHFN positions and 10 closed out — a net gain of 12 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $12.9M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $2.11M sold.

  • 97 institutional investors held Charter Financial Corp (CHFN) as of Q1 2017, up from 89 in Q4 2016.
  • Funds reported $190M of Charter Financial Corp stock for Q1 2017, up 22% quarter-over-quarter.
  • 22 funds opened new Charter Financial Corp positions in Q1 2017 and 10 closed out, a net change of +12 holders.
  • The largest Charter Financial Corp buyer in Q1 2017 was BlackRock, an estimated $12.9M added.
  • The largest Charter Financial Corp seller in Q1 2017 was Jacobs Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2017.