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WBK

Westpac Banking Corporation
WBK

Delisted

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

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121 hedge funds and large institutions have $329M invested in Westpac Banking Corporation in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0% more funds holding

Funds holding: 121 → 121 (0)

10% less capital invested

Capital invested by funds: $366M → $329M (-$36.8M)

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
39
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.52M
2
Comerica Bank
Comerica Bank
Texas
+$1.16M
3
AIA
Avalon Investment & Advisory
Texas
+$449K
4
Goldman Sachs
Goldman Sachs
New York
+$438K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$327K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$23M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.04M
3
Citigroup
Citigroup
New York
-$1.4M
4
Ameriprise
Ameriprise
Minnesota
-$711K
5
LSAG
Lake Street Advisors Group
New Hampshire
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$317K -$53K -2,837 -14%
Stifel Financial
52
Stifel Financial
Missouri
$314K +$316K +16,913 New
CCA
53
Checchi Capital Advisers
California
$313K +$747 +40 +0.2%
UBS Group
54
UBS Group
Switzerland
$309K +$4.97K +266 +2%
SRC
55
Sage Rhino Capital
California
$279K +$9.58K +513 +4%
CP
56
Camelot Portfolios
Ohio
$274K -$125K -6,679 -31%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$242K +$24.1K +1,292 +11%
CGL
58
Clarius Group LLC
Washington
$242K +$35.3K +1,888 +17%
SSA
59
Schonfeld Strategic Advisors
New York
$239K +$241K +12,900 New
WP
60
WealthSource Partners
California
$225K +$227K +12,138 New
QT
61
Quantamental Technologies
New York
$221K +$222K +11,900 New
Mariner
62
Mariner
Kansas
$219K +$26.3K +1,409 +14%
RWM
63
Ritholtz Wealth Management
New York
$217K -$73.9K -3,958 -25%
BCM
64
BTC Capital Management
Iowa
$205K -$199K -10,641 -49%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$195K +$196K +10,503 New
BWP
66
BSW Wealth Partners
Colorado
$189K +$190K +10,173 New
MPPW
67
Mitchell & Pahl Private Wealth
Oklahoma
$187K +$188K +10,080 New
ANTB
68
AMG National Trust Bank
Colorado
$187K +$189K +10,100 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$178K +$1.61K +86 +0.9%
MHR
70
Matthew Hamilton Rosenberg
$166K -$11.3K -603 -6%
Citigroup
71
Citigroup
New York
$159K -$1.4M -74,831 -90%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$149K – – –
JP Morgan Chase
73
JP Morgan Chase
New York
$100K -$6.8K -364 -6%
Osaic Holdings
74
Osaic Holdings
Arizona
$95K -$24.7K -1,325 -20%
HDIM
75
Hanson & Doremus Investment Management
Vermont
$90K – – –
1 2
3
4 5

WBK Hedge Fund Activity: Q3 2021 in Review

121 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2021, worth a combined $329M — down 10% from $366M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WBK positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.52M. The largest seller was Northern Trust, cutting an estimated $23M.

  • 121 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $329M of Westpac Banking Corporation stock for Q3 2021, down 10% quarter-over-quarter.
  • 11 funds opened new Westpac Banking Corporation positions in Q3 2021 and 10 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $4.52M added.
  • The largest Westpac Banking Corporation seller in Q3 2021 was Northern Trust, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2021.