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CHFN

Charter Financial Corp
CHFN

Delisted

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

73 hedge funds and large institutions have $124M invested in Charter Financial Corp in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $115M → $124M (+$8.87M)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
23
Reduced
30
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$10.6M +$241K +19,835 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$9.61M +$878K +72,376 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$8.41M -$501K -41,325 -6%
OC
4
Oppenheimer & Close
New York
$8.17M -$83.8K -6,910 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.44M +$34.8K +2,871 +0.6%
BFA
6
BlackRock Fund Advisors
California
$5.37M -$528K -43,498 -9%
SCP
7
Seizert Capital Partners
Michigan
$5.36M -$305K -25,116 -5%
BFC
8
Banc Funds Company
Illinois
$5.11M -$60.6K -5,000 -1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$4.66M -$324K -26,680 -7%
FCM
10
FJ Capital Management
Virginia
$4.07M
State Street
11
State Street
Massachusetts
$3.59M -$23.9K -1,974 -0.7%
LA
12
Lucus Advisors
New York
$3.41M -$786K -64,836 -19%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.17M +$198K +16,310 +7%
BIP
14
Brandes Investment Partners
California
$3.05M +$260K +21,435 +10%
RFC
15
Russell Frank Company
Washington
$2.85M +$732K +60,348 +36%
MOACM
16
Mutual of America Capital Management
New York
$2.45M
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$2.42M +$29.8K +2,458 +1%
Morgan Stanley
18
Morgan Stanley
New York
$2.29M +$500K +41,222 +29%
Northern Trust
19
Northern Trust
Illinois
$2.1M -$49.2K -4,056 -2%
Invesco
20
Invesco
Georgia
$1.87M -$61.8K -5,097 -3%
APCM
21
Arbiter Partners Capital Management
New York
$1.86M
GCM
22
Gruss Capital Management
New York
$1.86M
BIT
23
BlackRock Institutional Trust
California
$1.79M -$258K -21,289 -13%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.76M +$57.3K +4,728 +3%
MA
25
Minerva Advisors
Pennsylvania
$1.73M

CHFN Hedge Fund Activity: Q2 2015 in Review

73 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q2 2015, worth a combined $124M — up 7.7% from $115M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CHFN positions and 2 closed out — a net gain of 3 holders — while 23 added to existing stakes and 30 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $878K. The largest seller was Lucus Advisors, cutting an estimated $786K.

  • 73 institutional investors held Charter Financial Corp (CHFN) as of Q2 2015, up from 71 in Q1 2015.
  • Funds reported $124M of Charter Financial Corp stock for Q2 2015, up 7.7% quarter-over-quarter.
  • 5 funds opened new Charter Financial Corp positions in Q2 2015 and 2 closed out, a net change of +3 holders.
  • The largest Charter Financial Corp buyer in Q2 2015 was Renaissance Technologies, an estimated $878K added.
  • The largest Charter Financial Corp seller in Q2 2015 was Lucus Advisors, an estimated $786K sold.

Based on aggregated 13F filings for Q2 2015.