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CHFN

Charter Financial Corp
CHFN

Delisted

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

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: 9799 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
51
First Quadrant
California
$508K +$447K +23,907 +554%
AllianceBernstein
52
AllianceBernstein
Tennessee
$507K +$163K +8,700 +45%
MC
53
Menta Capital
California
$503K -$239K -12,769 -31%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$500K
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$498K
SIM
56
Spark Investment Management
New York
$495K +$114K +6,100 +29%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$465K +$483K +25,810 New
Bank of America
58
Bank of America
North Carolina
$461K -$11K -590 -2%
Charles Schwab
59
Charles Schwab
California
$448K
OAM
60
Oxford Asset Management
United Kingdom
$442K +$176K +9,390 +62%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$393K -$103K -5,500 -20%
SEI Investments
62
SEI Investments
Pennsylvania
$354K +$182K +9,745 +98%
WCM
63
Wedge Capital Management
North Carolina
$328K
Deutsche Bank
64
Deutsche Bank
Germany
$317K +$267K +14,290 +417%
CAM
65
ClariVest Asset Management
California
$309K
Ameriprise
66
Ameriprise
Minnesota
$307K +$320K +17,090 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$306K +$318K +16,988 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$301K -$87K -4,650 -22%
CIM
69
Corbyn Investment Management
Maryland
$280K
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$272K -$19 -1 -0%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$269K +$6.27K +335 +2%
EGA
72
Eagle Global Advisors
Texas
$260K
NA
73
Navellier & Associates
Nevada
$239K -$42.7K -2,284 -15%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$220K +$228K +12,208 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K -$22.6K -1,209 -9%

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.