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WBK

Westpac Banking Corporation

Delisted

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

125 hedge funds and large institutions have $393M invested in Westpac Banking Corporation in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $348M → $393M (+$44.6M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

5% less funds holding

Funds holding: 132125 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
125
Holders Change
-7
Holders Change %
-5.3%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
46
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
101
Nordea Investment Management
Sweden
$73K -$60K -2,106 -47%
LWA
102
Lenox Wealth Advisors
New York
$69K
LWCFA
103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K
WA
104
WFG Advisors
Texas
$48K -$6.47K -227 -13%
ST
105
Smithfield Trust
Pennsylvania
$46K
LIA
106
LS Investment Advisors
Michigan
$44K
AllianceBernstein
107
AllianceBernstein
Tennessee
$42K +$5.7K +200 +17%
CAW
108
Cornerstone Advisors (Washington)
Washington
$35K -$1.28K -45 -4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$34K +$12.1K +424 +61%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$28K +$25.7K +900 New
GT
111
Glenmede Trust
Pennsylvania
$22K
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$21K -$2.28K -80 -10%
FNBT
113
FineMark National Bank & Trust
Florida
$17K -$14.3K -500 -46%
MA
114
MUFG Americas
New York
$15K
WRM
115
Westport Resources Management
Connecticut
$15K
FHA
116
First Horizon Advisors
Tennessee
$12K +$8.92K +313 +348%
EWM
117
Evercore Wealth Management
New York
$10K +$9.26K +325 New
Canada Life
118
Canada Life
Manitoba, Canada
$9K +$8.55K +300 New
DADC
119
D.A. Davidson & Co
Montana
$7K +$2.17K +76 +49%
PAS
120
Partnervest Advisory Services
California
$6K
Jones Financial Companies
121
Jones Financial Companies
Missouri
$5K
NES
122
New England Securities
New York
$3K
PTC
123
Private Trust Company
Ohio
$3K
MFS
124
MSI Financial Services
Massachusetts
$2K
WF
125
WealthTrust Fairport
Ohio
$1K +$1.14K +40 New

WBK Hedge Fund Activity: Q3 2013 in Review

125 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2013, worth a combined $393M — up 13% from $348M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WBK and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 46 added.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $10.1M. The largest seller was Todd Asset Management, cutting an estimated $10.7M.

  • 125 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2013, down from 132 in Q2 2013.
  • Funds reported $393M of Westpac Banking Corporation stock for Q3 2013, up 13% quarter-over-quarter.
  • 11 funds opened new Westpac Banking Corporation positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2013 was Oxbow Advisors, an estimated $10.1M added.
  • The largest Westpac Banking Corporation seller in Q3 2013 was Todd Asset Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2013.