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WAIR

WESCO Aircraft Holdings Inc.
WAIR

Delisted

WAIR was delisted on the 8th of January, 2020.

124 hedge funds and large institutions have $962M invested in WESCO Aircraft Holdings Inc. in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more capital invested

Capital invested by funds: $776M → $962M (+$186M)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 126124 (-2)

23% less call options, than puts

Call options by funds: $168K | Put options by funds: $218K

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
21
Increased
44
Reduced
40
Closed
21
Calls
$168K
Puts
$218K
Net Calls
-$50K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$256M
MP
2
Makaira Partners
California
$120M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72M +$1.21M +125,839 +2%
FCM
4
Frontier Capital Management
Massachusetts
$56.5M -$16.4M -1,711,047 -25%
Vanguard Group
5
Vanguard Group
Pennsylvania
$55.8M -$9.33K -973 -0%
BlackRock
6
BlackRock
New York
$52.4M -$16.5M -1,721,392 -27%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.3M +$2.17M +226,210 +8%
State Street
8
State Street
Massachusetts
$28.1M +$760K +79,249 +3%
CSC
9
Cove Street Capital
California
$26.4M -$1.42M -148,187 -6%
RA
10
Royce & Associates
New York
$23.9M -$4.06M -423,100 -16%
Victory Capital Management
11
Victory Capital Management
Texas
$20.6M +$17.5M +1,824,333 +6,298%
WIM
12
Weitz Investment Management
Nebraska
$16.6M
Pzena Investment Management
13
Pzena Investment Management
New York
$14.9M -$316K -32,948 -2%
PCMI
14
Paradigm Capital Management Inc
New York
$11.8M -$2.73M -284,796 -21%
RCM
15
Rutabaga Capital Management
Massachusetts
$10.9M -$4.12M -429,754 -30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$10.6M +$2.07M +215,991 +29%
Norges Bank
17
Norges Bank
Norway
$9.68M +$2.82M +293,658 +51%
MPAM
18
Monarch Partners Asset Management
Massachusetts
$9.61M +$8.3M +865,981 New
PMG
19
Private Management Group
California
$8.53M +$2.97M +309,382 +67%
N
20
Nuveen
North Carolina
$8.27M +$7.14M +744,895 New
Marshall Wace
21
Marshall Wace
United Kingdom
$8.02M +$2.07M +215,543 +43%
Northern Trust
22
Northern Trust
Illinois
$7.97M +$7.86K +820 +0.1%
HCM
23
Huber Capital Management
California
$7.74M +$1.41M +146,839 +27%
Prudential Financial
24
Prudential Financial
New Jersey
$6.76M +$3.25M +338,566 +125%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$6.45M +$1.1M +114,971 +25%

WAIR Hedge Fund Activity: Q2 2019 in Review

124 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WESCO Aircraft Holdings Inc. (WAIR) for Q2 2019, worth a combined $962M — up 24% from $776M a quarter earlier.

Fund positioning in WAIR was balanced in Q2 2019: 21 funds opened new positions, 21 closed out, 44 added to existing stakes and 40 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $18.7M sold.

  • 124 institutional investors held WESCO Aircraft Holdings Inc. (WAIR) as of Q2 2019, down from 126 in Q1 2019.
  • Funds reported $962M of WESCO Aircraft Holdings Inc. stock for Q2 2019, up 24% quarter-over-quarter.
  • 21 funds opened new WESCO Aircraft Holdings Inc. positions in Q2 2019 and 21 closed out, a net change of 0 holders.
  • The largest WESCO Aircraft Holdings Inc. buyer in Q2 2019 was Victory Capital Management, an estimated $17.5M added.
  • The largest WESCO Aircraft Holdings Inc. seller in Q2 2019 was Fidelity Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2019.