We are live on ! Find out more
WBK

Westpac Banking Corporation

Delisted

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

155 hedge funds and large institutions have $340M invested in Westpac Banking Corporation in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

5% more capital invested

Capital invested by funds: $324M → $340M (+$16M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

3% less funds holding

Funds holding: 159155 (-4)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
59
Reduced
40
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$282K +$68.7K +3,682 +32%
DWT
77
Dorsey & Whitney Trust
South Dakota
$280K +$283K +15,166 New
CG
78
Caprock Group
Idaho
$272K +$34.5K +1,849 +14%
BP
79
Ballentine Partners
Massachusetts
$269K +$65.4K +3,510 +32%
FWIA
80
Fort Washington Investment Advisors
Ohio
$250K
TD Asset Management
81
TD Asset Management
Ontario, Canada
$231K +$4.74K +254 +2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$210K -$32.6K -1,749 -13%
ACA
83
Atlas Capital Advisors
Wyoming
$207K +$209K +11,196 New
BCM
84
BTC Capital Management
Iowa
$201K -$541 -29 -0.3%
S
85
SignatureFD
Georgia
$192K +$69.8K +3,744 +56%
Lazard Asset Management
86
Lazard Asset Management
New York
$166K
MRCM
87
M&R Capital Management
New Jersey
$139K +$47.7K +2,560 +56%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K +$119K +6,361 +1,598%
PA
89
Parallel Advisors
California
$111K +$57.2K +3,068 +104%
AG
90
Advisor Group
Arizona
$105K +$58.9K +3,158 +127%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$101K
Barclays
92
Barclays
United Kingdom
$100K -$291K -15,622 -74%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$96K +$96.4K +5,171 New
NFG
94
Next Financial Group
Texas
$86K +$86.5K +4,638 New
NFH
95
NEXT Financial Holdings
Texas
$86K +$86.5K +4,638 New
BWL
96
Bogart Wealth LLC
Virginia
$59K
CAW
97
Cornerstone Advisors (Washington)
Washington
$49K +$38.7K +2,076 +377%
DWM
98
Destination Wealth Management
California
$42K
OAM
99
Oppenheimer Asset Management
New York
$41K +$1.27K +68 +3%
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K

WBK Hedge Fund Activity: Q1 2019 in Review

155 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2019, worth a combined $340M — up 4.9% from $324M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 23 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 59 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.89M. The largest seller was LMR Partners, exiting entirely with an estimated $7.16M sold.

  • 155 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2019, down from 159 in Q4 2018.
  • Funds reported $340M of Westpac Banking Corporation stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 23 funds opened new Westpac Banking Corporation positions in Q1 2019 and 24 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $7.89M added.
  • The largest Westpac Banking Corporation seller in Q1 2019 was LMR Partners, an estimated $7.16M sold.

Based on aggregated 13F filings for Q1 2019.