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CHFN

Charter Financial Corp
CHFN

Delisted

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

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93 hedge funds and large institutions have $204M invested in Charter Financial Corp in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $175M → $204M (+$28.8M)

2% less funds holding

Funds holding: 95 → 93 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$5.24M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.22M
3
QCMC
Quantum Capital Management (California)
California
+$835K
4
CRC
Curi RMB Capital
Illinois
+$787K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$777K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.24M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$887K
4
Deutsche Bank
Deutsche Bank
Germany
-$822K
5
Wells Fargo
Wells Fargo
California
-$765K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.23M -$13.7K -709 -0.6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.19M -$68.2K -3,522 -3%
PAM
28
Panagora Asset Management
Massachusetts
$1.65M +$200K +10,327 +15%
Morgan Stanley
29
Morgan Stanley
New York
$1.52M -$130K -6,712 -8%
PPA
30
Parametric Portfolio Associates
Washington
$1.31M -$14.9K -767 -1%
TCIM
31
TIAA CREF Investment Management
New York
$1.19M -$44.6K -2,300 -4%
GC
32
Globeflex Capital
California
$1.1M -$162K -8,342 -13%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$1.04M -$91.8K -4,740 -8%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$929K +$6K +310 +0.7%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$878K -$13.6K -700 -2%
CRC
36
Curi RMB Capital
Illinois
$829K +$787K +40,651 New
Millennium Management
37
Millennium Management
New York
$808K -$1.24M -64,036 -62%
American Century Companies
38
American Century Companies
Missouri
$803K +$173K +8,912 +29%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$788K -$1.18M -60,976 -61%
TA
40
Teachers Advisors
New York
$733K – – –
MSL
41
Mackay Shields LLC
New York
$707K +$672K +34,690 New
Bank of America
42
Bank of America
North Carolina
$687K +$135K +6,958 +26%
Two Sigma Investments
43
Two Sigma Investments
New York
$679K -$73.8K -3,810 -10%
Goldman Sachs
44
Goldman Sachs
New York
$648K -$8.23K -425 -1%
First Trust Advisors
45
First Trust Advisors
Illinois
$639K +$8.12K +419 +1%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$636K -$235K -12,136 -28%
BCM
47
Bridgeway Capital Management
Texas
$612K – – –
SSP
48
Sapphire Star Partners
Washington
$606K +$12.4K +641 +2%
Deutsche Bank
49
Deutsche Bank
Germany
$579K -$822K -42,415 -60%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$567K – – –
1
2
3 4

CHFN Hedge Fund Activity: Q1 2018 in Review

93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2018, worth a combined $204M — up 16% from $175M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CHFN and 8 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 23 added.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $5.24M. The largest seller was Millennium Management, cutting an estimated $1.24M.

  • 93 institutional investors held Charter Financial Corp (CHFN) as of Q1 2018, down from 95 in Q4 2017.
  • Funds reported $204M of Charter Financial Corp stock for Q1 2018, up 16% quarter-over-quarter.
  • 8 funds opened new Charter Financial Corp positions in Q1 2018 and 9 closed out, a net change of -1 holder.
  • The largest Charter Financial Corp buyer in Q1 2018 was FJ Capital Management, an estimated $5.24M added.
  • The largest Charter Financial Corp seller in Q1 2018 was Millennium Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2018.