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WBK

Westpac Banking Corporation

Delisted

WBK was delisted on the 28th of January, 2022.

117 hedge funds and large institutions have $344M invested in Westpac Banking Corporation in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $267M → $344M (+$77M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

2% less funds holding

Funds holding: 119117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
42
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.26M -$8.95K -507 -0.7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$1.14M +$30K +1,698 +3%
GC
28
Guggenheim Capital
Illinois
$1.05M -$539K -30,504 -35%
RJA
29
Raymond James & Associates
Florida
$1.02M +$12.3K +696 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.01M -$455K -25,767 -32%
VPIM
31
Vanguard Personalized Indexing Management
California
$1M -$50.2K -2,842 -5%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$807K +$273K +15,447 +55%
BSAM
33
Blue Square Asset Management
New York
$764K +$37.2K +2,104 +5%
KOC
34
Koss-Olinger Consulting
Florida
$763K +$726K +41,127 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$758K +$721K +40,850 New
State Street
36
State Street
Massachusetts
$722K +$102K +5,800 +18%
EVM
37
Eaton Vance Management
Massachusetts
$704K -$1.45K -82 -0.2%
QI
38
Qtron Investments
Massachusetts
$697K +$663K +37,571 New
FTDI
39
First Trust Direct Indexing
Massachusetts
$660K -$26.3K -1,492 -4%
BCM
40
BTC Capital Management
Iowa
$648K -$150K -8,501 -20%
AWM
41
Altium Wealth Management
New York
$637K -$2.97K -168 -0.5%
HighTower Advisors
42
HighTower Advisors
Illinois
$614K +$586K +33,200 New
OMC
43
Old Mission Capital
Illinois
$546K +$164K +9,277 +46%
ACA
44
Atlas Capital Advisors
Wyoming
$538K +$98.6K +5,582 +24%
LSAG
45
Lake Street Advisors Group
New Hampshire
$530K +$777 +44 +0.2%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$528K +$13.3K +751 +3%
CIA
47
Cohen Investment Advisors
New Hampshire
$451K +$742 +42 +0.2%
LPL Financial
48
LPL Financial
California
$444K -$29.5K -1,668 -7%
CP
49
Camelot Portfolios
Ohio
$443K +$63.2K +3,579 +18%
Creative Planning
50
Creative Planning
Kansas
$417K +$30.2K +1,708 +8%

WBK Hedge Fund Activity: Q1 2021 in Review

117 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2021, worth a combined $344M — up 29% from $267M a quarter earlier.

Fund positioning in WBK was balanced in Q1 2021: 14 funds opened new positions, 14 closed out, 42 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.96M. The largest seller was Renaissance Technologies, cutting an estimated $2.75M.

  • 117 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2021, down from 119 in Q4 2020.
  • Funds reported $344M of Westpac Banking Corporation stock for Q1 2021, up 29% quarter-over-quarter.
  • 14 funds opened new Westpac Banking Corporation positions in Q1 2021 and 14 closed out, a net change of 0 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2021 was Goldman Sachs, an estimated $5.96M added.
  • The largest Westpac Banking Corporation seller in Q1 2021 was Renaissance Technologies, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2021.