Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
77 hedge funds and large institutions have $117M invested in Charter Financial Corp in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 77 → 77 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
13% less capital invested
Capital invested by funds: $135M → $117M (-$17.9M)
42% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$2M |
| 2 |
JP Morgan Chase
New York
|
+$1.25M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.1M |
| 4 |
Renaissance Technologies
New York
|
+$1.08M |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$11M |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$3.92M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.78M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.17M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$909K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSC
76
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$2.19K | +200 | New |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $86 | -$93.6K | -8,567 | -52% |
|
|
PCA
78
PL Capital Advisors
Naples,
Florida
| – | -$3.92M | -352,970 | Closed |
|
|
MCA
79
Mendon Capital Advisors
Key Largo,
Florida
| – | -$626K | -56,376 | Closed |
|
80
ProShare Advisors
Bethesda,
Maryland
| – | -$120K | -10,851 | Closed |
|
|
VFA
81
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$21K | -1,924 | Closed |
|
82
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6K | -560 | Closed |
|
|
GAM
83
Gemmer Asset Management
Walnut Creek,
California
| – | -$14K | -57 | Closed |
|
CHFN Hedge Fund Activity: Q3 2014 in Review
77 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2014, worth a combined $117M — down 13% from $135M a quarter earlier.
Fund positioning in CHFN was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 38 trimmed.
The largest buyer was Seizert Capital Partners, adding an estimated $2M. The largest seller was Wellington Management Group, cutting an estimated $11M.
- 77 institutional investors held Charter Financial Corp (CHFN) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $117M of Charter Financial Corp stock for Q3 2014, down 13% quarter-over-quarter.
- 6 funds opened new Charter Financial Corp positions in Q3 2014 and 6 closed out, a net change of 0 holders.
- The largest Charter Financial Corp buyer in Q3 2014 was Seizert Capital Partners, an estimated $2M added.
- The largest Charter Financial Corp seller in Q3 2014 was Wellington Management Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2014.