Charter Financial Corp
CHFN
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.
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: 99 → 98 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.91M |
| 2 |
Renaissance Technologies
New York
|
+$1.69M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$1.23M |
| 4 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$1.09M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$2.72M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.94M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$954K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$951K |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$642K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Ameriprise
Minneapolis,
Minnesota
| – | -$307K | -17,090 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$306K | -16,988 | Closed |
|
|
EGA
103
Eagle Global Advisors
Houston,
Texas
| – | -$260K | -14,443 | Closed |
|
|
TI
104
Trexquant Investment
Stamford,
Connecticut
| – | -$194K | -10,802 | Closed |
|
|
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$189K | -10,491 | Closed |
|
|
AIM
106
Acrospire Investment Management
Chicago,
Illinois
| – | -$60K | -3,343 | Closed |
|
107
Creative Planning
Overland Park,
Kansas
| – | -$32K | -1,755 | 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.