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WBK

Westpac Banking Corporation
WBK

Delisted

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

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149 hedge funds and large institutions have $411M invested in Westpac Banking Corporation in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $392M → $411M (+$18.9M)

1% more funds holding

Funds holding: 148 → 149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$9.12M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.83M
3
AG
Aperio Group
California
+$3.96M
4
Goldman Sachs
Goldman Sachs
New York
+$1.91M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$754K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.61M
2
CS
Candriam SCA
Luxembourg
-$1.12M
3
OA
Oxbow Advisors
Texas
-$1M
4
CGH
Crossmark Global Holdings
Texas
-$875K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
76
VisionPoint Advisory Group
Texas
$283K +$286K +14,604 New
CG
77
Caprock Group
Idaho
$275K +$10.7K +546 +4%
ATIA
78
American Trust Investment Advisors
New Hampshire
$274K – – –
TD Asset Management
79
TD Asset Management
Ontario, Canada
$265K -$4.68K -239 -2%
FWIA
80
Fort Washington Investment Advisors
Ohio
$255K – – –
PA
81
Parallel Advisors
California
$246K +$112K +5,709 +87%
Stifel Financial
82
Stifel Financial
Missouri
$239K +$233K +11,882 New
EIP
83
Epoch Investment Partners
New York
$233K -$68.1K -3,477 -23%
AssetMark Inc
84
AssetMark Inc
California
$224K -$145K -7,432 -40%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$220K +$195K +9,950 +946%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$211K -$20.9K -1,066 -9%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$209K +$204K +10,436 New
Barclays
88
Barclays
United Kingdom
$192K +$187K +9,574 New
Lazard Asset Management
89
Lazard Asset Management
New York
$179K – – –
LC
90
Lindbrook Capital
California
$147K +$78.3K +4,002 +119%
MRCM
91
M&R Capital Management
New Jersey
$143K – – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$14.7K -751 -10%
HDIM
93
Hanson & Doremus Investment Management
Vermont
$109K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$105K +$69.6K +3,558 +209%
CAW
95
Cornerstone Advisors (Washington)
Washington
$99K +$31K +1,583 +47%
WT
96
Whittier Trust
California
$89K +$68.3K +3,491 +358%
BWL
97
Bogart Wealth LLC
Virginia
$64K – – –
AG
98
Advisor Group
Arizona
$60K -$21K -1,073 -26%
ZB
99
Zions Bancorporation
Utah
$51K +$8.63K +441 +21%
BWP
100
Baldwin Wealth Partners
Massachusetts
$49K +$48K +2,450 New
2 3
4
5 6

WBK Hedge Fund Activity: Q3 2019 in Review

149 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2019, worth a combined $411M — up 4.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WBK positions and 13 closed out — a net gain of 1 holder — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2019, up from 148 in Q2 2019.
  • Funds reported $411M of Westpac Banking Corporation stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 14 funds opened new Westpac Banking Corporation positions in Q3 2019 and 13 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $9.12M added.
  • The largest Westpac Banking Corporation seller in Q3 2019 was Raymond James & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2019.