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CHFN

Charter Financial Corp
CHFN

Delisted

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

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98 hedge funds and large institutions have $183M invested in Charter Financial Corp in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $178M → $183M (+$4.03M)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

1% less funds holding

Funds holding: 99 → 98 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
33
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.91M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.69M
3
PCMF
Private Capital Management (Florida)
Florida
+$1.23M
4
QCMC
Quantum Capital Management (California)
California
+$1.09M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$775K

Top Sellers

Rank Fund Capital Flow
1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$2.72M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.94M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$954K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$951K
5
CEP
Chicago Equity Partners
Illinois
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
26
Horizon Investment Services
Indiana
$1.7M +$34.5K +1,986 +2%
Millennium Management
27
Millennium Management
New York
$1.62M -$8.52K -490 -0.6%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$1.58M +$53.1K +3,055 +4%
Morgan Stanley
29
Morgan Stanley
New York
$1.42M +$88.9K +5,112 +7%
PAM
30
Panagora Asset Management
Massachusetts
$1.31M +$369K +21,200 +43%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.23M -$1.94M -111,543 -63%
Wells Fargo
32
Wells Fargo
California
$1.19M +$80K +4,602 +8%
QCMC
33
Quantum Capital Management (California)
California
$1.17M +$1.09M +62,881 New
GC
34
Globeflex Capital
California
$1.16M – – –
TCIM
35
TIAA CREF Investment Management
New York
$1.07M -$125K -7,186 -11%
Deutsche Bank
36
Deutsche Bank
Germany
$1.01M +$643K +36,997 +209%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$980K +$52.2K +3,000 +6%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$906K -$71.3K -4,100 -8%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$807K -$2.56K -147 -0.3%
CCMH
40
Cornerstone Capital Management Holdings
New York
$779K +$92.1K +5,300 +14%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$762K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$733K -$88K -5,063 -11%
PPA
43
Parametric Portfolio Associates
Washington
$721K -$56.2K -3,235 -8%
TA
44
Teachers Advisors
New York
$666K +$41.7K +2,400 +7%
NFA
45
Nationwide Fund Advisors
Ohio
$640K -$241K -13,891 -29%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$635K -$954K -54,900 -62%
Goldman Sachs
47
Goldman Sachs
New York
$633K -$131K -7,509 -18%
Bessemer Group
48
Bessemer Group
New Jersey
$603K – – –
Allianz Asset Management
49
Allianz Asset Management
Germany
$585K -$74.4K -4,280 -12%
First Trust Advisors
50
First Trust Advisors
Illinois
$565K -$77K -4,428 -13%
1
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CHFN Hedge Fund Activity: Q3 2017 in Review

98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2017, worth a combined $183M — up 2.3% from $178M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CHFN and 8 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 33 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $1.91M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $2.72M.

  • 98 institutional investors held Charter Financial Corp (CHFN) as of Q3 2017, down from 99 in Q2 2017.
  • Funds reported $183M of Charter Financial Corp stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 8 funds opened new Charter Financial Corp positions in Q3 2017 and 9 closed out, a net change of -1 holder.
  • The largest Charter Financial Corp buyer in Q3 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $1.91M added.
  • The largest Charter Financial Corp seller in Q3 2017 was Cardinal Capital Management LLC (Connecticut), an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2017.