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WBK

Westpac Banking Corporation

Delisted

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

149 hedge funds and large institutions have $374M invested in Westpac Banking Corporation in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

13% more capital invested

Capital invested by funds: $330M → $374M (+$43.7M)

4% less funds holding

Funds holding: 156149 (-7)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCM
51
Taylor Frigon Capital Management
Arizona
$710K +$12.8K +564 +2%
CS
52
Credential Securities
$702K +$7.56K +333 +1%
Two Sigma Investments
53
Two Sigma Investments
New York
$685K -$2.84M -125,082 -82%
CP
54
Camelot Portfolios
Ohio
$673K +$3.11K +137 +0.5%
Stifel Financial
55
Stifel Financial
Missouri
$663K -$434K -19,119 -41%
Deutsche Bank
56
Deutsche Bank
Germany
$644K -$6.48M -285,373 -91%
LCM
57
Logan Capital Management
Pennsylvania
$610K +$795 +35 +0.1%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$608K -$353K -15,527 -38%
BTS
59
BB&T Securities
Virginia
$601K -$105K -4,633 -16%
HJGA
60
Hardman Johnston Global Advisors
Connecticut
$566K
LH
61
Lebenthal Holdings
New York
$560K +$187K +8,235 +55%
AIA
62
Avalon Investment & Advisory
Texas
$553K -$483K -21,283 -48%
BOH
63
Bank of Hawaii
Hawaii
$552K +$22.2K +979 +4%
H
64
Hexavest
Quebec, Canada
$548K
GHAM
65
Gilman Hill Asset Management
Connecticut
$541K +$1.07K +47 +0.2%
IPC
66
Independent Portfolio Consultants
Florida
$536K -$61.7K -2,715 -11%
SIC
67
Shoker Investment Counsel
Ohio
$525K -$60.8K -2,675 -11%
KA
68
Kovack Advisors
Florida
$516K -$40.9K -1,800 -8%
State Street
69
State Street
Massachusetts
$498K +$4.54K +200 +1%
BAC
70
Boys Arnold & Co
North Carolina
$465K +$218K +9,600 +100%
UCFA
71
United Capital Financial Advisors
Texas
$449K -$201K -8,830 -32%
CCA
72
Checchi Capital Advisers
California
$449K -$51.5K -2,266 -11%
JIC
73
Johnson Investment Counsel
Ohio
$449K +$18.1K +796 +4%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$448K +$4K +176 +1%
Toronto Dominion Bank
75
Toronto Dominion Bank
Ontario, Canada
$427K -$22.4K -987 -5%

WBK Hedge Fund Activity: Q4 2015 in Review

149 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2015, worth a combined $374M — up 13% from $330M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 18 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was Oxbow Advisors, adding an estimated $13.3M. The largest seller was Invesco, cutting an estimated $10.6M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2015, down from 156 in Q3 2015.
  • Funds reported $374M of Westpac Banking Corporation stock for Q4 2015, up 13% quarter-over-quarter.
  • 18 funds opened new Westpac Banking Corporation positions in Q4 2015 and 24 closed out, a net change of -6 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2015 was Oxbow Advisors, an estimated $13.3M added.
  • The largest Westpac Banking Corporation seller in Q4 2015 was Invesco, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2015.