Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
89 hedge funds and large institutions have $156M invested in Charter Financial Corp in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
28% more capital invested
Capital invested by funds: $122M → $156M (+$33.8M)
5% more funds holding
Funds holding: 85 → 89 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$1.78M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.76M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$918K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$549K |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.45M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.19M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.01M |
| 4 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$1.01M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$676K |
CHFN Hedge Fund Activity: Q4 2016 in Review
89 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q4 2016, worth a combined $156M — up 28% from $122M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CHFN positions and 6 closed out — a net gain of 6 holders — while 35 added to existing stakes and 26 trimmed.
The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $1.78M. The largest seller was Numeric Investors, exiting entirely with an estimated $2.45M sold.
- 89 institutional investors held Charter Financial Corp (CHFN) as of Q4 2016, up from 85 in Q3 2016.
- Funds reported $156M of Charter Financial Corp stock for Q4 2016, up 28% quarter-over-quarter.
- 12 funds opened new Charter Financial Corp positions in Q4 2016 and 6 closed out, a net change of +6 holders.
- The largest Charter Financial Corp buyer in Q4 2016 was Jacobs Asset Management, an estimated $1.78M added.
- The largest Charter Financial Corp seller in Q4 2016 was Numeric Investors, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2016.