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WBK

Westpac Banking Corporation

Delisted

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

162 hedge funds and large institutions have $484M invested in Westpac Banking Corporation in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $418M → $484M (+$66.3M)

5% more funds holding

Funds holding: 155162 (+7)

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
63
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
76
Independent Portfolio Consultants
Florida
$501K -$41.3K -1,625 -8%
JIC
77
Johnson Investment Counsel
Ohio
$478K
GHCM
78
Glen Harbor Capital Management
California
$477K
WP
79
WealthSource Partners
California
$467K +$445K +17,490 New
MIP
80
Marietta Investment Partners
Wisconsin
$461K
CWA
81
Cypress Wealth Advisors
California
$460K +$1.45K +57 +0.3%
EIP
82
Epoch Investment Partners
New York
$449K -$215K -8,435 -33%
SEI Investments
83
SEI Investments
Pennsylvania
$441K +$19.7K +774 +5%
FIM
84
Freedom Investment Management
Connecticut
$429K +$85.1K +3,347 +26%
ONB
85
Old National Bancorp
Indiana
$425K +$106K +4,159 +35%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$416K +$118K +4,644 +43%
GT
87
Greenleaf Trust
Michigan
$373K +$355K +13,971 New
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$343K +$66.2K +2,603 +25%
AssetMark Inc
89
AssetMark Inc
California
$343K +$263K +10,336 +416%
MRCM
90
M&R Capital Management
New Jersey
$327K -$25.4K -1,000 -8%
1GA
91
1st Global Advisors
Texas
$323K -$35.8K -1,408 -10%
QCG
92
Quadrant Capital Group
Ohio
$322K +$181K +7,129 +135%
CB
93
Chemical Bank
Michigan
$317K
YMRC
94
Yorktown Management & Research Company
Virginia
$315K
FWIA
95
Fort Washington Investment Advisors
Ohio
$311K -$39.6K -1,556 -12%
Fisher Asset Management
96
Fisher Asset Management
Washington
$308K +$1.12K +44 +0.4%
ADBIC
97
A.D. Beadell Investment Counsel
Wisconsin
$296K
LPL Financial
98
LPL Financial
California
$278K +$14.7K +577 +6%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$272K +$64.8K +2,547 +34%
GI
100
Gradient Investments
Minnesota
$270K +$255K +10,040 +14,985%

WBK Hedge Fund Activity: Q1 2017 in Review

162 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2017, worth a combined $484M — up 16% from $418M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WBK positions and 13 closed out — a net gain of 9 holders — while 63 added to existing stakes and 36 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $6.01M. The largest seller was Raymond James & Associates, cutting an estimated $4.39M.

  • 162 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2017, up from 155 in Q4 2016.
  • Funds reported $484M of Westpac Banking Corporation stock for Q1 2017, up 16% quarter-over-quarter.
  • 22 funds opened new Westpac Banking Corporation positions in Q1 2017 and 13 closed out, a net change of +9 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2017 was Parametric Portfolio Associates, an estimated $6.01M added.
  • The largest Westpac Banking Corporation seller in Q1 2017 was Raymond James & Associates, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2017.