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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
GCAC
76
Guardian Capital Advisors (Canada)
Ontario, Canada
$427K +$446K +19,625 New
SB
77
Suntrust Banks
Georgia
$423K -$171K -7,541 -30%
BWAM
78
Boyd Watterson Asset Management
Ohio
$409K -$108K -4,750 -22%
CWA
79
Cypress Wealth Advisors
California
$377K +$52K +2,288 +17%
LPL Financial
80
LPL Financial
California
$369K +$357K +15,710 New
SBIA
81
Sheaff Brock Investment Advisors
Indiana
$350K +$328K +14,450 New
MRCM
82
M&R Capital Management
New Jersey
$338K +$27.3K +1,200 +9%
ANRIA
83
American National Registered Investment Advisor
Texas
$315K
MNBTD
84
Moody National Bank Trust Division
Texas
$315K
FWIA
85
Fort Washington Investment Advisors
Ohio
$310K +$60.3K +2,657 +26%
AP
86
Advisor Partners
California
$304K +$31.9K +1,403 +13%
ADBIC
87
A.D. Beadell Investment Counsel
Wisconsin
$302K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$295K +$19.2K +844 +7%
M&T Bank
89
M&T Bank
New York
$289K +$23.6K +1,041 +10%
CB
90
Chemical Bank
Michigan
$288K
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$284K -$23.6K -1,037 -8%
Fisher Asset Management
92
Fisher Asset Management
Washington
$282K +$17.9K +786 +7%
Citigroup
93
Citigroup
New York
$270K +$46.5K +2,049 +22%
RJT
94
Raymond James Trust
Florida
$268K -$3.43K -151 -1%
ARTA
95
A.R.T. Advisors
New York
$253K +$238K +10,476 New
WT
96
Whittier Trust
California
$227K +$144K +6,319 +206%
MWM
97
Mission Wealth Management
California
$219K +$206K +9,054 New
Lazard Asset Management
98
Lazard Asset Management
New York
$218K
ICM
99
IMS Capital Management
Oregon
$214K +$200K +8,820 New
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$211K -$25.9K -1,139 -12%

WBK Hedge Fund Activity: Q4 2015 in Review

149 of the 3,813 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.