Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
77 hedge funds and large institutions have $131M invested in Charter Financial Corp in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
22% more capital invested
Capital invested by funds: $107M → $131M (+$23.9M)
12% more funds holding
Funds holding: 69 → 77 (+8)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$3.9M |
| 2 |
JP Morgan Chase
New York
|
+$3.15M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
+$2.93M |
| 4 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$2.28M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$2.52M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.63M |
| 3 |
Two Sigma Advisers
New York
|
-$1.44M |
| 4 |
SJ
Stilwell Joseph
|
-$1.37M |
| 5 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.07K | +101 | New |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $209 | -$11.2K | -1,060 | -5% |
|
|
FHC
78
Forest Hill Capital
Little Rock,
Arkansas
| – | -$2.52M | -250,000 | Closed |
|
|
TC
79
TFS Capital
West Chester,
Pennsylvania
| – | -$1.63M | -161,277 | Closed |
|
|
SJ
80
Stilwell Joseph
| – | -$1.37M | -135,488 | Closed |
|
|
HCS
81
Harvest Capital Strategies
San Francisco,
California
| – | -$1.34M | -133,316 | Closed |
|
|
LA
82
Lynch & Associates
Newburgh,
Indiana
| – | -$328K | -32,531 | Closed |
|
|
BIG
83
Blackthorn Investment Group
Overland Park,
Kansas
| – | -$149K | -14,816 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$115K | -11,412 | Closed |
|
85
Principal Financial Group
Des Moines,
Iowa
| – | -$106K | -10,471 | Closed |
|
CHFN Hedge Fund Activity: Q3 2013 in Review
77 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2013, worth a combined $131M — up 22% from $107M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CHFN positions and 8 closed out — a net gain of 8 holders — while 30 added to existing stakes and 16 trimmed.
The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $3.9M. The largest seller was Forest Hill Capital, exiting entirely with an estimated $2.52M sold.
- 77 institutional investors held Charter Financial Corp (CHFN) as of Q3 2013, up from 69 in Q2 2013.
- Funds reported $131M of Charter Financial Corp stock for Q3 2013, up 22% quarter-over-quarter.
- 16 funds opened new Charter Financial Corp positions in Q3 2013 and 8 closed out, a net change of +8 holders.
- The largest Charter Financial Corp buyer in Q3 2013 was Endeavour Capital Advisors, an estimated $3.9M added.
- The largest Charter Financial Corp seller in Q3 2013 was Forest Hill Capital, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2013.