We are live on ! Find out more
CHFN

Charter Financial Corp
CHFN

Delisted

CHFN was delisted on the 31st of August, 2018.

Back to rankings

83 hedge funds and large institutions have $126M invested in Charter Financial Corp in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 79 → 83 (+4)

1% more capital invested

Capital invested by funds: $125M → $126M (+$1.23M)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
28
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
+$2.28M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.78M
3
PCMF
Private Capital Management (Florida)
Florida
+$703K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$682K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$672K

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$2.06M
2
LA
Lucus Advisors
New York
-$1.59M
3
APCM
Arbiter Partners Capital Management
New York
-$1.53M
4
BFA
BlackRock Fund Advisors
California
-$720K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$679K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Gupta Wealth Management
California
$21K +$15.7K +1,175 +294%
AIM
77
Acrospire Investment Management
Illinois
$21K +$20.9K +1,563 New
TRCT
78
Tower Research Capital (TRC)
New York
$8K -$6.74K -505 -45%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$5K – – –
CCMH
80
Cornerstone Capital Management Holdings
New York
$5K +$5.34K +400 New
HIM
81
Hillsdale Investment Management
Ontario, Canada
$3K – – –
UMA
82
USA Mutuals Advisors
Texas
$3K – – –
Geode Capital Management
83
Geode Capital Management
Massachusetts
$1.23K -$480 -36 -0%
LA
84
Lucus Advisors
New York
– -$1.59M -120,619 Closed
APCM
85
Arbiter Partners Capital Management
New York
– -$1.53M -116,162 Closed
Connor, Clark & Lunn Investment Management (CC&L)
86
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$173K -13,100 Closed
PCM
87
Prelude Capital Management
New York
– -$82K -6,200 Closed
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
– -$43.4K -3,288 Closed
Walleye Trading
89
Walleye Trading
New York
– -$41K -3,100 Closed
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
– -$1K -39 Closed
1 2 3
4

CHFN Hedge Fund Activity: Q1 2016 in Review

83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2016, worth a combined $126M — up 0.99% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHFN positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $2.28M. The largest seller was Seizert Capital Partners, cutting an estimated $2.06M.

  • 83 institutional investors held Charter Financial Corp (CHFN) as of Q1 2016, up from 79 in Q4 2015.
  • Funds reported $126M of Charter Financial Corp stock for Q1 2016, up 0.99% quarter-over-quarter.
  • 11 funds opened new Charter Financial Corp positions in Q1 2016 and 7 closed out, a net change of +4 holders.
  • The largest Charter Financial Corp buyer in Q1 2016 was Numeric Investors, an estimated $2.28M added.
  • The largest Charter Financial Corp seller in Q1 2016 was Seizert Capital Partners, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2016.