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CHFN

Charter Financial Corp
CHFN

Delisted

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

83 hedge funds and large institutions have $126M invested in Charter Financial Corp in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 7983 (+4)

1% more capital invested

Capital invested by funds: $125M → $126M (+$1.23M)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
28
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$12.4M +$703K +52,717 +6%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.3M -$271K -20,300 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$8.65M -$76K -5,700 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.65M +$204K +15,318 +3%
BFC
5
Banc Funds Company
Illinois
$5.55M
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$5.54M +$1.78M +133,541 +48%
BFA
7
BlackRock Fund Advisors
California
$5.26M -$720K -54,003 -12%
State Street
8
State Street
Massachusetts
$3.96M +$53.5K +4,010 +1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$3.86M -$554K -41,515 -13%
FCM
10
FJ Capital Management
Virginia
$3.78M -$520K -39,000 -12%
SCP
11
Seizert Capital Partners
Michigan
$3.42M -$2.06M -154,038 -38%
BIP
12
Brandes Investment Partners
California
$3M -$543K -40,716 -15%
MOACM
13
Mutual of America Capital Management
New York
$2.9M -$2.03K -152 -0.1%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.87M -$79.7K -5,970 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.78M +$672K +50,400 +32%
Morgan Stanley
16
Morgan Stanley
New York
$2.67M -$211K -15,825 -7%
RFC
17
Russell Frank Company
Washington
$2.62M +$278K +20,862 +12%
NI
18
Numeric Investors
Massachusetts
$2.3M +$2.28M +170,695 New
Northern Trust
19
Northern Trust
Illinois
$2.3M +$38.5K +2,886 +2%
BIT
20
BlackRock Institutional Trust
California
$2.01M -$27.3K -2,049 -1%
ZIM
21
Zacks Investment Management
Illinois
$1.93M -$511K -38,310 -21%
MA
22
Minerva Advisors
Pennsylvania
$1.84M
Invesco
23
Invesco
Georgia
$1.76M -$161K -12,082 -8%
PPA
24
Parametric Portfolio Associates
Washington
$1.62M +$561K +42,047 +54%
DGHMC
25
Dalton, Greiner, Hartman, Maher & Co
New York
$1.46M -$1.72K -129 -0.1%

CHFN Hedge Fund Activity: Q1 2016 in Review

83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2016, worth a combined $126M — up 0.99% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHFN positions and 7 closed out — a net gain of 4 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $2.28M. The largest seller was Seizert Capital Partners, cutting an estimated $2.06M.

  • 83 institutional investors held Charter Financial Corp (CHFN) as of Q1 2016, up from 79 in Q4 2015.
  • Funds reported $126M of Charter Financial Corp stock for Q1 2016, up 0.99% quarter-over-quarter.
  • 11 funds opened new Charter Financial Corp positions in Q1 2016 and 7 closed out, a net change of +4 holders.
  • The largest Charter Financial Corp buyer in Q1 2016 was Numeric Investors, an estimated $2.28M added.
  • The largest Charter Financial Corp seller in Q1 2016 was Seizert Capital Partners, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2016.