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CHFN

Charter Financial Corp
CHFN

Delisted

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

78 hedge funds and large institutions have $148M invested in Charter Financial Corp in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

8% more funds holding

Funds holding: 7278 (+6)

7% more capital invested

Capital invested by funds: $139M → $148M (+$9.22M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
29
Reduced
20
Closed
3
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
OC
3
Oppenheimer & Close
New York
$7.23M +$4.97K +465 +0.1%
BFA
4
BlackRock Fund Advisors
California
$7.03M +$84.6K +7,915 +1%
MCM
5
Maltese Capital Management
New York
$6.49M +$115K +10,800 +2%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$5.81M -$10.4K -970 -0.2%
BFC
7
Banc Funds Company
Illinois
$5.26M +$1.26M +117,582 +32%
LBS
8
Lawrence B. Seidman
$4.66M +$75.1K +7,029 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.49M +$106K +9,903 +2%
KCM
10
Kennedy Capital Management
Missouri
$4.37M +$41.2K +3,855 +1%
Vanguard Group
11
Vanguard Group
Pennsylvania
$4.33M +$131K +12,237 +3%
PCA
12
PL Capital Advisors
Florida
$4.09M
JP Morgan Chase
13
JP Morgan Chase
New York
$3.9M +$313K +29,325 +9%
State Street
14
State Street
Massachusetts
$3.61M +$626K +58,583 +21%
GCM
15
Gruss Capital Management
New York
$3.29M +$42.5K +3,979 +1%
ECA
16
Endeavour Capital Advisors
Connecticut
$3.22M -$761K -71,221 -19%
Northern Trust
17
Northern Trust
Illinois
$3.04M -$143K -13,411 -5%
MCA
18
Mendon Capital Advisors
Florida
$2.99M +$2.96M +277,040 New
RA
19
Raffles Associates
New York
$2.95M
HMC
20
Harbert Management Corporation
Alabama
$2.81M +$267K +25,000 +11%
PCMF
21
Private Capital Management (Florida)
Florida
$2.68M +$2.65M +247,804 New
BIT
22
BlackRock Institutional Trust
California
$2.64M -$86.8K -8,124 -3%
FCM
23
FJ Capital Management
Virginia
$2.37M +$321K +30,000 +16%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$2.07M +$2.05M +191,591 New
BIP
25
Brandes Investment Partners
California
$1.98M +$39.6K +3,710 +2%

CHFN Hedge Fund Activity: Q1 2014 in Review

78 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2014, worth a combined $148M — up 6.7% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CHFN positions and 3 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $2.96M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $1.54M sold.

  • 78 institutional investors held Charter Financial Corp (CHFN) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $148M of Charter Financial Corp stock for Q1 2014, up 6.7% quarter-over-quarter.
  • 9 funds opened new Charter Financial Corp positions in Q1 2014 and 3 closed out, a net change of +6 holders.
  • The largest Charter Financial Corp buyer in Q1 2014 was Mendon Capital Advisors, an estimated $2.96M added.
  • The largest Charter Financial Corp seller in Q1 2014 was Stieven Capital Advisors, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2014.