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WBK

Westpac Banking Corporation

Delisted

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

142 hedge funds and large institutions have $400M invested in Westpac Banking Corporation in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

14% more funds holding

Funds holding: 125142 (+17)

2% more capital invested

Capital invested by funds: $393M → $400M (+$6.93M)

Holders
142
Holders Change
+17
Holders Change %
+13.6%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
52
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
101
ProVise Management Group
Florida
$211K +$222K +7,250 New
NGA
102
Naples Global Advisors
Florida
$207K +$218K +7,135 New
SGAM
103
Smith Group Asset Management
Texas
$206K
HDIM
104
Hanson & Doremus Investment Management
Vermont
$189K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$185K +$4.58K +150 +2%
KT
106
Kanaly Trust
Texas
$182K +$191K +6,250 New
TF
107
Tompkins Financial
New York
$165K +$174K +5,685 New
Creative Planning
108
Creative Planning
Kansas
$146K -$7.64K -250 -5%
OA
109
OFI Advisors
Pennsylvania
$143K +$1.65K +54 +1%
WTC
110
WhitTier Trust Company
Nevada
$141K -$34.4K -1,125 -19%
WT
111
Whittier Trust
California
$137K -$13K -425 -8%
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$131K +$5.2K +170 +4%
LWCFA
113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K +$30.6K +1,000 +47%
Nordea Investment Management
114
Nordea Investment Management
Sweden
$69K
LWA
115
Lenox Wealth Advisors
New York
$65K
AllianceBernstein
116
AllianceBernstein
Tennessee
$45K +$5.65K +185 +13%
ST
117
Smithfield Trust
Pennsylvania
$44K
WA
118
WFG Advisors
Texas
$43K -$2.57K -84 -5%
LIA
119
LS Investment Advisors
Michigan
$42K
TRCT
120
Tower Research Capital (TRC)
New York
$41K +$42.8K +1,400 New
DADC
121
D.A. Davidson & Co
Montana
$40K +$36.3K +1,188 +514%
MCM
122
McKinley Capital Management
Alaska
$35K +$36.5K +1,194 New
CAW
123
Cornerstone Advisors (Washington)
Washington
$33K
GT
124
Glenmede Trust
Pennsylvania
$31K +$10.7K +350 +46%
AIG
125
American International Group
New York
$29.1K +$30.6K +1,000 New

WBK Hedge Fund Activity: Q4 2013 in Review

142 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2013, worth a combined $400M — up 1.8% from $393M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WBK positions and 12 closed out — a net gain of 17 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $3.46M. The largest seller was Aperio Group, exiting entirely with an estimated $16.4M sold.

  • 142 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $400M of Westpac Banking Corporation stock for Q4 2013, up 1.8% quarter-over-quarter.
  • 29 funds opened new Westpac Banking Corporation positions in Q4 2013 and 12 closed out, a net change of +17 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2013 was Deutsche Bank, an estimated $3.46M added.
  • The largest Westpac Banking Corporation seller in Q4 2013 was Aperio Group, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2013.