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WBK

Westpac Banking Corporation

Delisted

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

148 hedge funds and large institutions have $392M invested in Westpac Banking Corporation in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $340M → $392M (+$51.6M)

5% less funds holding

Funds holding: 155148 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
51
Regions Financial Corp
Alabama
$539K +$842 +44 +0.2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$537K -$111K -5,814 -18%
KA
53
Kovack Advisors
Florida
$534K -$36.4K -1,900 -7%
WIS
54
Wright Investors Service
Connecticut
$515K +$25.4K +1,325 +5%
AP
55
Advisor Partners
California
$504K +$42.2K +2,202 +10%
UCFA
56
United Capital Financial Advisors
Texas
$443K +$46.7K +2,437 +12%
Fisher Asset Management
57
Fisher Asset Management
Washington
$431K +$41.4K +2,162 +11%
State Street
58
State Street
Massachusetts
$418K
Mawer Investment Management
59
Mawer Investment Management
Alberta, Canada
$414K -$114K -5,956 -22%
CCA
60
Checchi Capital Advisers
California
$413K -$3.66K -191 -0.9%
RB
61
Rodgers Brothers
Pennsylvania
$412K -$27.2K -1,422 -6%
Citadel Advisors
62
Citadel Advisors
Florida
$411K +$48K +2,507 +14%
ACM
63
Ategra Capital Management
Virginia
$403K +$8.44K +441 +2%
HJGA
64
Hardman Johnston Global Advisors
Connecticut
$402K
EVM
65
Eaton Vance Management
Massachusetts
$395K +$379K +19,798 New
LPL Financial
66
LPL Financial
California
$387K -$58.6K -3,063 -14%
BP
67
Ballentine Partners
Massachusetts
$382K +$88.2K +4,605 +32%
PAG
68
Private Advisor Group
New Jersey
$382K +$421K +21,988 New
AssetMark Inc
69
AssetMark Inc
California
$371K -$17.9K -935 -5%
GT
70
Greenleaf Trust
Michigan
$368K -$31.2K -1,630 -8%
WGA
71
Weather Gauge Advisory
Virginia
$354K -$22K -1,150 -6%
Citigroup
72
Citigroup
New York
$347K +$43.5K +2,273 +15%
DWT
73
Dorsey & Whitney Trust
South Dakota
$304K +$2.16K +113 +0.7%
EIP
74
Epoch Investment Partners
New York
$301K -$11.8K -614 -4%
ATIA
75
American Trust Investment Advisors
New Hampshire
$273K +$263K +13,715 New

WBK Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2019, worth a combined $392M — up 15% from $340M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WBK and 17 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 55 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.88M. The largest seller was Glenmede Trust, cutting an estimated $3.28M.

  • 148 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2019, down from 155 in Q1 2019.
  • Funds reported $392M of Westpac Banking Corporation stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Westpac Banking Corporation positions in Q2 2019 and 22 closed out, a net change of -5 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2019 was Parametric Portfolio Associates, an estimated $8.88M added.
  • The largest Westpac Banking Corporation seller in Q2 2019 was Glenmede Trust, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2019.