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CHFN

Charter Financial Corp
CHFN

Delisted

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

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89 hedge funds and large institutions have $156M invested in Charter Financial Corp in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

29% more capital invested

Capital invested by funds: $121M → $156M (+$34.7M)

5% more funds holding

Funds holding: 85 → 89 (+4)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
+$1.78M
2
KCM
Kennedy Capital Management
Missouri
+$1.76M
3
BFA
BlackRock Fund Advisors
California
+$918K
4
Wells Fargo
Wells Fargo
California
+$549K
5
MAM
Martingale Asset Management
Massachusetts
+$399K

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$2.45M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.19M
3
PPA
Parametric Portfolio Associates
Washington
-$1.01M
4
PCMF
Private Capital Management (Florida)
Florida
-$1.01M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
76
Highlander Capital Management
New Jersey
$59K – – –
LSV Asset Management
77
LSV Asset Management
Illinois
$53K +$45.2K +3,218 New
SO
78
STRS Ohio
Ohio
$41K – – –
AIM
79
Acrospire Investment Management
Illinois
$39K +$32.8K +2,339 New
Creative Planning
80
Creative Planning
Kansas
$38K +$14 +1 +0%
BlackRock
81
BlackRock
New York
$36K – – –
PCM
82
Prelude Capital Management
New York
$27K -$22.5K -1,600 -50%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$16K +$13.4K +955 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$14.4K -$2.08K -148 -15%
AG
85
Advisor Group
Arizona
$9K +$28 +2 +0.4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$5K – – –
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$5K +$4.13K +294 New
Barclays
88
Barclays
United Kingdom
$4K -$19.7K -1,401 -84%
FPFS
89
First Personal Financial Services
North Carolina
$4K +$3.76K +268 New
NI
90
Numeric Investors
Massachusetts
– -$2.45M -190,188 Closed
DRZID
91
DePrince Race & Zollo Inc (DRZ)
Florida
– -$1.19M -92,520 Closed
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
– -$530K -41,112 Closed
MERSOM
93
Municipal Employees' Retirement System of Michigan
Michigan
– -$439K -34,080 Closed
Millennium Management
94
Millennium Management
New York
– -$180K -13,970 Closed
TWA
95
TCI Wealth Advisors
Arizona
– -$2K -158 Closed
1 2 3
4

CHFN Hedge Fund Activity: Q4 2016 in Review

89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2016, worth a combined $156M — up 29% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CHFN positions and 6 closed out — a net gain of 6 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $1.78M. The largest seller was Numeric Investors, exiting entirely with an estimated $2.45M sold.

  • 89 institutional investors held Charter Financial Corp (CHFN) as of Q4 2016, up from 85 in Q3 2016.
  • Funds reported $156M of Charter Financial Corp stock for Q4 2016, up 29% quarter-over-quarter.
  • 12 funds opened new Charter Financial Corp positions in Q4 2016 and 6 closed out, a net change of +6 holders.
  • The largest Charter Financial Corp buyer in Q4 2016 was Jacobs Asset Management, an estimated $1.78M added.
  • The largest Charter Financial Corp seller in Q4 2016 was Numeric Investors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2016.