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CHFN

Charter Financial Corp
CHFN

Delisted

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

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99 hedge funds and large institutions have $178M invested in Charter Financial Corp in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 97 → 99 (+2)

6% less capital invested

Capital invested by funds: $190M → $178M (-$11.2M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.85M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.67M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$1.14M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$975K

Top Sellers

Rank Fund Capital Flow
1
PCMF
Private Capital Management (Florida)
Florida
-$3.77M
2
BlackRock
BlackRock
New York
-$1.67M
3
KCM
Kennedy Capital Management
Missouri
-$1.38M
4
CIC
Cornercap Investment Counsel
Georgia
-$598K
5
PPA
Parametric Portfolio Associates
Washington
-$576K
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$1.77M +$1.14M +60,845 +161%
HIS
27
Horizon Investment Services
Indiana
$1.62M +$883K +47,205 +111%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.6M +$1.67M +89,150 New
Millennium Management
29
Millennium Management
New York
$1.58M +$911K +48,699 +125%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$1.48M +$634K +33,898 +70%
Morgan Stanley
31
Morgan Stanley
New York
$1.28M +$254K +13,562 +23%
TCIM
32
TIAA CREF Investment Management
New York
$1.17M +$158K +8,426 +15%
GC
33
Globeflex Capital
California
$1.12M -$22.5K -1,200 -2%
Wells Fargo
34
Wells Fargo
California
$1.07M -$18.6K -994 -2%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$954K +$161K +8,600 +19%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$898K – – –
PAM
37
Panagora Asset Management
Massachusetts
$891K +$299K +15,952 +48%
NFA
38
Nationwide Fund Advisors
Ohio
$872K +$247K +13,222 +38%
Two Sigma Investments
39
Two Sigma Investments
New York
$803K +$42.6K +2,274 +5%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$787K -$5.11K -273 -0.6%
PPA
41
Parametric Portfolio Associates
Washington
$759K -$576K -30,772 -42%
Goldman Sachs
42
Goldman Sachs
New York
$750K +$139K +7,418 +22%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$740K – – –
CCMH
44
Cornerstone Capital Management Holdings
New York
$661K +$410K +21,900 +147%
Allianz Asset Management
45
Allianz Asset Management
Germany
$646K -$39.4K -2,105 -6%
CEP
46
Chicago Equity Partners
Illinois
$642K +$18.4K +983 +3%
First Trust Advisors
47
First Trust Advisors
Illinois
$628K +$436K +23,287 +200%
TA
48
Teachers Advisors
New York
$604K +$44.4K +2,370 +8%
Bessemer Group
49
Bessemer Group
New Jersey
$586K +$111K +5,935 +22%
BCM
50
Bridgeway Capital Management
Texas
$540K – – –
1
2
3 4 5

CHFN Hedge Fund Activity: Q2 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q2 2017, worth a combined $178M — down 5.9% from $190M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CHFN positions and 6 closed out — a net gain of 3 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $1.85M. The largest seller was Private Capital Management (Florida), cutting an estimated $3.77M.

  • 99 institutional investors held Charter Financial Corp (CHFN) as of Q2 2017, up from 97 in Q1 2017.
  • Funds reported $178M of Charter Financial Corp stock for Q2 2017, down 5.9% quarter-over-quarter.
  • 9 funds opened new Charter Financial Corp positions in Q2 2017 and 6 closed out, a net change of +3 holders.
  • The largest Charter Financial Corp buyer in Q2 2017 was O'Shaughnessy Asset Management, an estimated $1.85M added.
  • The largest Charter Financial Corp seller in Q2 2017 was Private Capital Management (Florida), an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2017.