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CHFN

Charter Financial Corp
CHFN

Delisted

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

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100 hedge funds and large institutions have $252M invested in Charter Financial Corp in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $204M → $252M (+$47.9M)

8% more funds holding

Funds holding: 93 → 100 (+7)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
29
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Chicago Capital Management
Illinois
+$23.9M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$17.1M
3
WRBC
W.R. Berkley Corp
Connecticut
+$7.32M
4
FTCM
First Trust Capital Management
Illinois
+$5.22M
5
BlackRock
BlackRock
New York
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.79M
2
IAM
Impax Asset Management
New Hampshire
-$8.2M
3
BFC
Banc Funds Company
Illinois
-$6.93M
4
FCM
FJ Capital Management
Virginia
-$5.34M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
51
Yorktown Management & Research Company
Virginia
$512K +$62.2K +2,609 +14%
Wells Fargo
52
Wells Fargo
California
$480K -$19.2K -807 -4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$453K – – –
ET
54
Equitable Trust
Tennessee
$450K +$444K +18,643 New
WCM
55
Wedge Capital Management
North Carolina
$440K – – –
Squarepoint
56
Squarepoint
New York
$420K +$415K +17,402 New
KCM
57
Kennedy Capital Management
Missouri
$392K -$3.11M -130,367 -89%
First Trust Advisors
58
First Trust Advisors
Illinois
$389K -$363K -15,232 -49%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$365K – – –
Stifel Financial
60
Stifel Financial
Missouri
$330K +$326K +13,675 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$289K -$30.5K -1,279 -10%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270K +$19.2K +805 +8%
MCM
63
Matarin Capital Management
New York
$265K +$262K +10,973 New
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$260K -$830K -34,805 -76%
NA
65
Navellier & Associates
Nevada
$255K -$3.79K -159 -1%
SIM
66
Spark Investment Management
New York
$251K – – –
SCM
67
Stevens Capital Management
Pennsylvania
$246K +$243K +10,203 New
WAM
68
Wolverine Asset Management
Illinois
$234K +$231K +9,697 New
VF
69
Virtu Financial
New York
$233K +$230K +9,662 New
Citigroup
70
Citigroup
New York
$227K +$42.4K +1,779 +23%
Creative Planning
71
Creative Planning
Kansas
$220K +$217K +9,100 New
EGM
72
Engineers Gate Manager
New York
$207K +$204K +8,563 New
VOYA Investment Management
73
VOYA Investment Management
Georgia
$205K -$37.3K -1,563 -16%
AIG
74
American International Group
New York
$192K +$2.22K +93 +1%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$175K – – –
1 2
3
4 5

CHFN Hedge Fund Activity: Q2 2018 in Review

100 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q2 2018, worth a combined $252M — up 23% from $204M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CHFN positions and 15 closed out — a net gain of 8 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Chicago Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $9.79M sold.

  • 100 institutional investors held Charter Financial Corp (CHFN) as of Q2 2018, up from 93 in Q1 2018.
  • Funds reported $252M of Charter Financial Corp stock for Q2 2018, up 23% quarter-over-quarter.
  • 23 funds opened new Charter Financial Corp positions in Q2 2018 and 15 closed out, a net change of +8 holders.
  • The largest Charter Financial Corp buyer in Q2 2018 was Chicago Capital Management, an estimated $23.9M added.
  • The largest Charter Financial Corp seller in Q2 2018 was Acadian Asset Management, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2018.