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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 $117M invested in Charter Financial Corp in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7777 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

13% less capital invested

Capital invested by funds: $135M → $117M (-$17.9M)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
22
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$11.7M -$11M -1,003,032 -48%
OC
2
Oppenheimer & Close
New York
$7.12M -$30.9K -2,830 -0.4%
PCMF
3
Private Capital Management (Florida)
Florida
$6.83M -$151K -13,792 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.86M +$1.08M +98,600 +22%
SCP
5
Seizert Capital Partners
Michigan
$5.5M +$2M +182,635 +55%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.38M +$530K +48,454 +11%
BFA
7
BlackRock Fund Advisors
California
$5.1M -$1.17M -106,999 -18%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.99M +$1.25M +114,400 +33%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$4.51M -$909K -83,190 -16%
BFC
10
Banc Funds Company
Illinois
$4.19M
State Street
11
State Street
Massachusetts
$3.77M +$84.2K +7,704 +2%
FCM
12
FJ Capital Management
Virginia
$3.69M
GCM
13
Gruss Capital Management
New York
$3.12M -$150K -13,748 -5%
HFA
14
Harbert Fund Advisors
Alabama
$3.04M +$141K +12,865 +5%
KCM
15
Kennedy Capital Management
Missouri
$2.82M -$1.78M -163,102 -38%
Northern Trust
16
Northern Trust
Illinois
$2.47M -$52.7K -4,825 -2%
BIP
17
Brandes Investment Partners
California
$2.38M +$13.5K +1,235 +0.6%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$2.07M +$9.52K +871 +0.5%
BIT
19
BlackRock Institutional Trust
California
$2.03M -$600K -54,851 -22%
MOACM
20
Mutual of America Capital Management
New York
$1.78M +$393K +35,968 +28%
APCM
21
Arbiter Partners Capital Management
New York
$1.61M
RA
22
Raffles Associates
New York
$1.53M -$537K -49,133 -26%
MA
23
Minerva Advisors
Pennsylvania
$1.5M
PAM
24
Panagora Asset Management
Massachusetts
$1.44M +$123K +11,236 +9%
Morgan Stanley
25
Morgan Stanley
New York
$1.26M +$214K +19,582 +20%

CHFN Hedge Fund Activity: Q3 2014 in Review

77 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2014, worth a combined $117M — down 13% from $135M a quarter earlier.

Fund positioning in CHFN was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 38 trimmed.

The largest buyer was Seizert Capital Partners, adding an estimated $2M. The largest seller was Wellington Management Group, cutting an estimated $11M.

  • 77 institutional investors held Charter Financial Corp (CHFN) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $117M of Charter Financial Corp stock for Q3 2014, down 13% quarter-over-quarter.
  • 6 funds opened new Charter Financial Corp positions in Q3 2014 and 6 closed out, a net change of 0 holders.
  • The largest Charter Financial Corp buyer in Q3 2014 was Seizert Capital Partners, an estimated $2M added.
  • The largest Charter Financial Corp seller in Q3 2014 was Wellington Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2014.