Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
72 hedge funds and large institutions have $139M invested in Charter Financial Corp in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
6% more capital invested
Capital invested by funds: $131M → $139M (+$7.7M)
6% less funds holding
Funds holding: 77 → 72 (-5)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.5M |
| 2 |
HMC
Harbert Management Corporation
Birmingham,
Alabama
|
+$2.26M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$1.1M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.08M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$2.36M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.54M |
| 3 |
Two Sigma Advisers
New York
|
-$952K |
| 4 |
MCM
Maltese Capital Management
New York
|
-$645K |
| 5 |
OC
Oppenheimer & Close
New York
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
76
Russell Frank Company
Seattle,
Washington
| – | -$111K | -10,264 | Closed |
|
77
Wells Fargo
San Francisco,
California
| – | -$10.8K | -1,000 | -100% |
|
|
BCM
78
Basso Capital Management
Stamford,
Connecticut
| – | -$4K | -400 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$4K | -365 | Closed |
|
|
HF
80
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$2K | -210 | Closed |
|
|
MWP
81
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$2K | -187 | Closed |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$1K | -122 | Closed |
|
83
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -101 | Closed |
|
CHFN Hedge Fund Activity: Q4 2013 in Review
72 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2013, worth a combined $139M — up 5.9% from $131M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CHFN and 6 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 20 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.5M. The largest seller was Stieven Capital Advisors, cutting an estimated $2.36M.
- 72 institutional investors held Charter Financial Corp (CHFN) as of Q4 2013, down from 77 in Q3 2013.
- Funds reported $139M of Charter Financial Corp stock for Q4 2013, up 5.9% quarter-over-quarter.
- 6 funds opened new Charter Financial Corp positions in Q4 2013 and 11 closed out, a net change of -5 holders.
- The largest Charter Financial Corp buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $3.5M added.
- The largest Charter Financial Corp seller in Q4 2013 was Stieven Capital Advisors, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2013.