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CHFN

Charter Financial Corp
CHFN

Delisted

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

98 hedge funds and large institutions have $183M invested in Charter Financial Corp in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $178M → $183M (+$4.03M)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9998 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Matarin Capital Management
New York
$219K +$21.7K +1,249 +12%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$219K
FQ
78
First Quadrant
California
$209K -$295K -16,965 -60%
CI
79
Cigna Investments
Connecticut
$209K
NA
80
Navellier & Associates
Nevada
$208K -$35.6K -2,050 -15%
SO
81
STRS Ohio
Ohio
$200K
AIG
82
American International Group
New York
$153K +$10.7K +617 +8%
Legal & General Group
83
Legal & General Group
United Kingdom
$74K
HCM
84
Highlander Capital Management
New Jersey
$66K
PCM
85
Prelude Capital Management
New York
$54K +$1.74K +100 +4%
UBS Group
86
UBS Group
Switzerland
$46K +$20.8K +1,197 +96%
TRCT
87
Tower Research Capital (TRC)
New York
$37K +$35.6K +2,047 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$25.5K -$2K -115 -8%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$21K +$20K +1,153 New
AIP
90
Ameritas Investment Partners
Nebraska
$20K
FCMT
91
Founders Capital Management (Texas)
Texas
$19K
AG
92
Advisor Group
Arizona
$14K +$1.03K +59 +8%
MAM
93
Meeder Asset Management
Ohio
$13K +$3.18K +183 +35%
Barclays
94
Barclays
United Kingdom
$9K -$19.8K -1,137 -71%
NSIM
95
North Star Investment Management
Illinois
$6K +$1.76K +101 +50%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$4K -$2.16K -124 -35%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$4K -$1.04K -60 -20%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$4K -$70 -4 -2%
CEP
99
Chicago Equity Partners
Illinois
-$642K -35,663 Closed
Jacobs Levy Equity Management
100
Jacobs Levy Equity Management
New Jersey
-$465K -25,810 Closed

CHFN Hedge Fund Activity: Q3 2017 in Review

98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2017, worth a combined $183M — up 2.3% from $178M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CHFN and 8 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 33 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $1.91M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $2.72M.

  • 98 institutional investors held Charter Financial Corp (CHFN) as of Q3 2017, down from 99 in Q2 2017.
  • Funds reported $183M of Charter Financial Corp stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 8 funds opened new Charter Financial Corp positions in Q3 2017 and 9 closed out, a net change of -1 holder.
  • The largest Charter Financial Corp buyer in Q3 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $1.91M added.
  • The largest Charter Financial Corp seller in Q3 2017 was Cardinal Capital Management LLC (Connecticut), an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2017.