Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
97 hedge funds and large institutions have $190M invested in Charter Financial Corp in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
22% more capital invested
Capital invested by funds: $156M → $190M (+$33.8M)
9% more funds holding
Funds holding: 89 → 97 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$12.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.47M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$1.61M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$899K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
-$2.11M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.8M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.43M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$1.42M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DGHMC
101
Dalton, Greiner, Hartman, Maher & Co
New York
| – | -$1.05M | -62,737 | Closed |
|
102
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$415K | -24,900 | Closed |
|
103
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$342K | -20,486 | Closed |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| – | -$98K | -5,908 | Closed |
|
105
LSV Asset Management
Chicago,
Illinois
| – | -$53K | -3,218 | Closed |
|
|
AIM
106
Acrospire Investment Management
Chicago,
Illinois
| – | -$39K | -2,339 | Closed |
|
|
FPFS
107
First Personal Financial Services
Charlotte,
North Carolina
| – | -$4K | -268 | Closed |
|
CHFN Hedge Fund Activity: Q1 2017 in Review
97 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2017, worth a combined $190M — up 22% from $156M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CHFN positions and 10 closed out — a net gain of 12 holders — while 37 added to existing stakes and 26 trimmed.
The largest buyer was BlackRock, adding an estimated $12.9M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $2.11M sold.
- 97 institutional investors held Charter Financial Corp (CHFN) as of Q1 2017, up from 89 in Q4 2016.
- Funds reported $190M of Charter Financial Corp stock for Q1 2017, up 22% quarter-over-quarter.
- 22 funds opened new Charter Financial Corp positions in Q1 2017 and 10 closed out, a net change of +12 holders.
- The largest Charter Financial Corp buyer in Q1 2017 was BlackRock, an estimated $12.9M added.
- The largest Charter Financial Corp seller in Q1 2017 was Jacobs Asset Management, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2017.