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WBK

Westpac Banking Corporation

Delisted

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

156 hedge funds and large institutions have $469M invested in Westpac Banking Corporation in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 39

28% more capital invested

Capital invested by funds: $367M → $469M (+$102M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 154156 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
66
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
51
Independent Portfolio Consultants
Florida
$1.63M +$101K +3,525 +7%
Ameriprise
52
Ameriprise
Minnesota
$1.56M -$115K -4,023 -7%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$1.33M +$83K +2,895 +7%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$1.28M +$64.1K +2,233 +6%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.14M +$296K +10,323 +37%
TFCM
56
Taylor Frigon Capital Management
Arizona
$1.01M +$970K +33,805 New
TD Asset Management
57
TD Asset Management
Ontario, Canada
$980K -$473K -16,490 -33%
DC
58
Deere & Company
Illinois
$952K
KeyBank National Association
59
KeyBank National Association
Ohio
$932K +$1.38K +48 +0.2%
SB
60
Suntrust Banks
Georgia
$897K +$294K +10,247 +52%
CS
61
Credential Securities
$828K +$48.9K +1,704 +7%
GHAM
62
Gilman Hill Asset Management
Connecticut
$768K +$47.5K +1,655 +7%
RHBC
63
R.H. Bluestein & Co
Michigan
$748K
CP
64
Camelot Portfolios
Ohio
$746K +$715K +24,932 New
TYCC
65
Texas Yale Capital Corp
Florida
$724K -$28.7K -1,000 -4%
UCFA
66
United Capital Financial Advisors
Texas
$714K -$123K -4,298 -15%
HJGA
67
Hardman Johnston Global Advisors
Connecticut
$699K
Stifel Financial
68
Stifel Financial
Missouri
$694K +$108K +3,750 +19%
EIP
69
Epoch Investment Partners
New York
$688K -$1.81M -63,064 -73%
BOH
70
Bank of Hawaii
Hawaii
$678K +$30.3K +1,055 +5%
H
71
Hexavest
Quebec, Canada
$676K
BWAM
72
Boyd Watterson Asset Management
Ohio
$643K +$7.34K +256 +1%
SIC
73
Shoker Investment Counsel
Ohio
$640K +$62.1K +2,164 +11%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$614K +$12.3K +430 +2%
LCM
75
Logan Capital Management
Pennsylvania
$602K +$79.1K +2,759 +16%

WBK Hedge Fund Activity: Q1 2015 in Review

156 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2015, worth a combined $469M — up 28% from $367M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WBK positions and 12 closed out — a net gain of 3 holders — while 66 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $29.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $4.44M sold.

  • 156 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2015, up from 154 in Q4 2014.
  • Funds reported $469M of Westpac Banking Corporation stock for Q1 2015, up 28% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q1 2015 and 12 closed out, a net change of +3 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2015 was Invesco, an estimated $29.3M added.
  • The largest Westpac Banking Corporation seller in Q1 2015 was Two Sigma Investments, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2015.