Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
73 hedge funds and large institutions have $114M invested in Charter Financial Corp in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $117M → $114M (-$2.53M)
5% less funds holding
Funds holding: 77 → 73 (-4)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.02M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$1.43M |
| 3 |
Renaissance Technologies
New York
|
+$1.18M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.15M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.7M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.05M |
| 3 |
GCM
Gruss Capital Management
New York
|
-$1.57M |
| 4 |
RA
Raffles Associates
New York
|
-$971K |
| 5 |
LBS
Lawrence B. Seidman
|
-$766K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
76
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$308K | -28,800 | Closed |
|
|
NCCM
77
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$275K | -25,700 | Closed |
|
|
CS
78
Credit Suisse
Zurich,
Switzerland
| – | -$197K | -18,456 | Closed |
|
|
TC
79
TFS Capital
West Chester,
Pennsylvania
| – | -$135K | -12,626 | Closed |
|
80
BNP Paribas Financial Markets
Paris,
France
| – | -$12K | -1,122 | Closed |
|
CHFN Hedge Fund Activity: Q4 2014 in Review
73 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2014, worth a combined $114M — down 2.2% from $117M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CHFN and 6 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 28 added.
The largest buyer was JP Morgan Chase, adding an estimated $3.02M. The largest seller was Wellington Management Group, exiting entirely with an estimated $11.7M sold.
- 73 institutional investors held Charter Financial Corp (CHFN) as of Q4 2014, down from 77 in Q3 2014.
- Funds reported $114M of Charter Financial Corp stock for Q4 2014, down 2.2% quarter-over-quarter.
- 6 funds opened new Charter Financial Corp positions in Q4 2014 and 7 closed out, a net change of -1 holder.
- The largest Charter Financial Corp buyer in Q4 2014 was JP Morgan Chase, an estimated $3.02M added.
- The largest Charter Financial Corp seller in Q4 2014 was Wellington Management Group, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2014.