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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
CG
76
Caprock Group
Idaho
$271K -$29.2K -1,526 -10%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$269K +$19.2K +1,002 +8%
S
78
SignatureFD
Georgia
$259K +$50.1K +2,617 +25%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$255K -$59.4K -3,102 -20%
FWIA
80
Fort Washington Investment Advisors
Ohio
$254K -$15K -782 -6%
Pacer Advisors
81
Pacer Advisors
Pennsylvania
$242K +$233K +12,152 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$232K +$5.92K +309 +3%
ACA
83
Atlas Capital Advisors
Wyoming
$223K
Lazard Asset Management
84
Lazard Asset Management
New York
$179K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K +$18K +941 +14%
MRCM
86
M&R Capital Management
New Jersey
$142K
PA
87
Parallel Advisors
California
$131K +$11K +577 +10%
HDIM
88
Hanson & Doremus Investment Management
Vermont
$109K
AG
89
Advisor Group
Arizona
$81K -$30.4K -1,586 -28%
CAW
90
Cornerstone Advisors (Washington)
Washington
$67K +$14.5K +756 +29%
LC
91
Lindbrook Capital
California
$66K +$27.5K +1,437 +75%
BWL
92
Bogart Wealth LLC
Virginia
$63K
DWM
93
Destination Wealth Management
California
$46K +$1.03K +54 +2%
OAM
94
Oppenheimer Asset Management
New York
$45K +$728 +38 +2%
BL
95
Balentine LLC
Georgia
$45K +$5.46K +285 +14%
ZB
96
Zions Bancorporation
Utah
$43K +$3.06K +160 +8%
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
AC
98
Avestar Capital
New York
$36K +$1.49K +78 +4%
SPIA
99
Steward Partners Investment Advisory
New York
$34K +$33.5K +1,750 New
JP Morgan Chase
100
JP Morgan Chase
New York
$33K +$555 +29 +2%

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.