Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
79 hedge funds and large institutions have $125M invested in Charter Financial Corp in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
11% more funds holding
Funds holding: 71 → 79 (+8)
2% less capital invested
Capital invested by funds: $127M → $125M (-$2.69M)
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$2.37M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.3M |
| 3 |
Renaissance Technologies
New York
|
+$926K |
| 4 |
Two Sigma Investments
New York
|
+$744K |
| 5 |
Millennium Management
New York
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
-$8.4M |
| 2 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
-$1.43M |
| 3 |
LA
Lucus Advisors
New York
|
-$1.22M |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$1.13M |
| 5 |
Morgan Stanley
New York
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UMA
76
USA Mutuals Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
HIM
77
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $3K | +$3.02K | +230 | New |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$7.42K | -566 | -94% |
|
79
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $80 | – | – | – |
|
|
OC
80
Oppenheimer & Close
New York
| – | -$8.4M | -662,735 | Closed |
|
|
CCP
81
Centaur Capital Partners
Southlake,
Texas
| – | -$1.43M | -112,500 | Closed |
|
|
CSC
82
Cove Street Capital
El Segundo,
California
| – | -$616K | -48,591 | Closed |
|
83
Prudential Financial
Newark,
New Jersey
| – | -$262K | -20,689 | Closed |
|
|
NCCM
84
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$133K | -10,500 | Closed |
|
85
Barclays
London,
United Kingdom
| – | -$1K | -87 | Closed |
|
CHFN Hedge Fund Activity: Q4 2015 in Review
79 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2015, worth a combined $125M — down 2.1% from $127M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CHFN positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 30 trimmed.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $2.37M. The largest seller was Oppenheimer & Close, exiting entirely with an estimated $8.4M sold.
- 79 institutional investors held Charter Financial Corp (CHFN) as of Q4 2015, up from 71 in Q3 2015.
- Funds reported $125M of Charter Financial Corp stock for Q4 2015, down 2.1% quarter-over-quarter.
- 14 funds opened new Charter Financial Corp positions in Q4 2015 and 6 closed out, a net change of +8 holders.
- The largest Charter Financial Corp buyer in Q4 2015 was Zacks Investment Management, an estimated $2.37M added.
- The largest Charter Financial Corp seller in Q4 2015 was Oppenheimer & Close, an estimated $8.4M sold.
Based on aggregated 13F filings for Q4 2015.