Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
78 hedge funds and large institutions have $148M invested in Charter Financial Corp in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
8% more funds holding
Funds holding: 72 → 78 (+6)
7% more capital invested
Capital invested by funds: $139M → $148M (+$9.22M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$2.96M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$2.65M |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$2.05M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.26M |
| 5 |
State Street
Boston,
Massachusetts
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.54M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$761K |
| 3 |
EEG
E.E. Geduld
|
-$323K |
| 4 |
CP
Clover Partners
Dallas,
Texas
|
-$289K |
| 5 |
Two Sigma Investments
New York
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
76
Stieven Capital Advisors
St. Louis,
Missouri
| – | -$1.54M | -143,482 | Closed |
|
|
EEG
77
E.E. Geduld
| – | -$323K | -30,000 | Closed |
|
|
CP
78
Clover Partners
Dallas,
Texas
| – | -$289K | -26,998 | -100% |
|
|
PL
79
Parkwood LLC
Cleveland,
Ohio
| – | -$102K | -9,453 | Closed |
|
80
Wells Fargo
San Francisco,
California
| – | +$182 | +17 | +850% |
|
81
Bank of America
Charlotte,
North Carolina
| – | +$310 | +29 | New |
|
CHFN Hedge Fund Activity: Q1 2014 in Review
78 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2014, worth a combined $148M — up 6.7% from $139M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CHFN positions and 3 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $2.96M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $1.54M sold.
- 78 institutional investors held Charter Financial Corp (CHFN) as of Q1 2014, up from 72 in Q4 2013.
- Funds reported $148M of Charter Financial Corp stock for Q1 2014, up 6.7% quarter-over-quarter.
- 9 funds opened new Charter Financial Corp positions in Q1 2014 and 3 closed out, a net change of +6 holders.
- The largest Charter Financial Corp buyer in Q1 2014 was Mendon Capital Advisors, an estimated $2.96M added.
- The largest Charter Financial Corp seller in Q1 2014 was Stieven Capital Advisors, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2014.