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CHFN

Charter Financial Corp
CHFN

Delisted

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

77 hedge funds and large institutions have $131M invested in Charter Financial Corp in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

22% more capital invested

Capital invested by funds: $107M → $131M (+$23.9M)

12% more funds holding

Funds holding: 6977 (+8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
30
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.6M
EC
2
EJF Capital
Virginia
$11.7M +$2.93M +277,115 +35%
OC
3
Oppenheimer & Close
New York
$7.7M +$419K +39,630 +6%
BFA
4
BlackRock Fund Advisors
California
$7.21M +$900K +85,122 +15%
MCM
5
Maltese Capital Management
New York
$7.01M +$1.05M +99,400 +18%
KCM
6
Kennedy Capital Management
Missouri
$5.87M +$1.4M +132,779 +32%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.65M +$1.77M +167,177 +63%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.18M +$11.3K +1,073 +0.3%
PCA
9
PL Capital Advisors
Florida
$4.08M +$2.28M +215,184 +132%
ECA
10
Endeavour Capital Advisors
Connecticut
$3.98M +$3.9M +368,767 New
SCA
11
Stieven Capital Advisors
Missouri
$3.91M
JP Morgan Chase
12
JP Morgan Chase
New York
$3.61M +$3.15M +297,555 +812%
GCM
13
Gruss Capital Management
New York
$3.24M
Northern Trust
14
Northern Trust
Illinois
$3.06M +$1.36M +128,993 +84%
RA
15
Raffles Associates
New York
$2.95M
BIT
16
BlackRock Institutional Trust
California
$2.93M +$185K +17,538 +7%
State Street
17
State Street
Massachusetts
$2.91M +$205K +19,392 +8%
BFC
18
Banc Funds Company
Illinois
$2.91M
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$2.31M +$2.26M +214,089 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.69M -$1.44M -136,376 -47%
APCM
21
Arbiter Partners Capital Management
New York
$1.62M
MA
22
Minerva Advisors
Pennsylvania
$1.51M
Morgan Stanley
23
Morgan Stanley
New York
$1.24M -$109K -10,273 -8%
Invesco
24
Invesco
Georgia
$1.22M +$671K +63,447 +127%
TCIM
25
TIAA CREF Investment Management
New York
$1.19M +$32K +3,025 +3%

CHFN Hedge Fund Activity: Q3 2013 in Review

77 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2013, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CHFN positions and 8 closed out — a net gain of 8 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $3.9M. The largest seller was Forest Hill Capital, exiting entirely with an estimated $2.52M sold.

  • 77 institutional investors held Charter Financial Corp (CHFN) as of Q3 2013, up from 69 in Q2 2013.
  • Funds reported $131M of Charter Financial Corp stock for Q3 2013, up 22% quarter-over-quarter.
  • 16 funds opened new Charter Financial Corp positions in Q3 2013 and 8 closed out, a net change of +8 holders.
  • The largest Charter Financial Corp buyer in Q3 2013 was Endeavour Capital Advisors, an estimated $3.9M added.
  • The largest Charter Financial Corp seller in Q3 2013 was Forest Hill Capital, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2013.