Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
93 hedge funds and large institutions have $204M invested in Charter Financial Corp in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 9 closing their positions.
16% more capital invested
Capital invested by funds: $175M → $204M (+$28.8M)
2% less funds holding
Funds holding: 95 → 93 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
49% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$5.24M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.22M |
| 3 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$835K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$787K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.24M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.18M |
| 3 |
JP Morgan Chase
New York
|
-$887K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$822K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$765K |
CHFN Hedge Fund Activity: Q1 2018 in Review
93 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2018, worth a combined $204M — up 16% from $175M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CHFN and 8 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 23 added.
The largest buyer was FJ Capital Management, opening a new position worth an estimated $5.24M. The largest seller was Millennium Management, cutting an estimated $1.24M.
- 93 institutional investors held Charter Financial Corp (CHFN) as of Q1 2018, down from 95 in Q4 2017.
- Funds reported $204M of Charter Financial Corp stock for Q1 2018, up 16% quarter-over-quarter.
- 8 funds opened new Charter Financial Corp positions in Q1 2018 and 9 closed out, a net change of -1 holder.
- The largest Charter Financial Corp buyer in Q1 2018 was FJ Capital Management, an estimated $5.24M added.
- The largest Charter Financial Corp seller in Q1 2018 was Millennium Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2018.