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WBK

Westpac Banking Corporation

Delisted

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

146 hedge funds and large institutions have $380M invested in Westpac Banking Corporation in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $352M → $380M (+$27.8M)

4% less funds holding

Funds holding: 152146 (-6)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
101
Hanson & Doremus Investment Management
Vermont
$145K
MFS
102
MSI Financial Services
Massachusetts
$144K +$137K +6,057 +2,366%
Creative Planning
103
Creative Planning
Kansas
$135K +$6.67K +294 +5%
S
104
SignatureFD
Georgia
$122K +$40.5K +1,786 +50%
JFA
105
JNBA Financial Advisors
Minnesota
$122K +$121K +5,346 New
QCG
106
Quadrant Capital Group
Ohio
$116K +$23.9K +1,051 +23%
SIA
107
Sit Investment Associates
Minnesota
$109K
AG
108
Advisor Group
Arizona
$88K -$177K -7,801 -67%
KTC
109
Kistler-Tiffany Companies
Pennsylvania
$81K -$24.6K -1,085 -23%
JP Morgan Chase
110
JP Morgan Chase
New York
$80K -$2.41M -106,118 -97%
WT
111
Whittier Trust
California
$70K
GWS
112
Glassman Wealth Services
Virginia
$68K
GT
113
Glenmede Trust
Pennsylvania
$67K
PWM
114
Perigon Wealth Management
California
$56K +$55.4K +2,441 New
LWA
115
Lenox Wealth Advisors
New York
$51K
ZB
116
Zions Bancorporation
Utah
$51K +$12.6K +557 +34%
PCP
117
Proficio Capital Partners
Massachusetts
$43K +$9.69K +427 +29%
IA
118
IFP Advisors
Florida
$41K +$1.97K +87 +5%
AssetMark Inc
119
AssetMark Inc
California
$36K -$1.34K -59 -4%
LIA
120
LS Investment Advisors
Michigan
$33K
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$31K
FHA
122
First Horizon Advisors
Tennessee
$29K -$18.4K -812 -39%
CAW
123
Cornerstone Advisors (Washington)
Washington
$27K
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$2.27K -100 -9%
Bessemer Group
125
Bessemer Group
New Jersey
$23K

WBK Hedge Fund Activity: Q3 2016 in Review

146 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2016, worth a combined $380M — up 7.9% from $352M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WBK and 10 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 56 added.

The largest buyer was Todd Asset Management, adding an estimated $3.27M. The largest seller was JP Morgan Chase, cutting an estimated $2.41M.

  • 146 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2016, down from 152 in Q2 2016.
  • Funds reported $380M of Westpac Banking Corporation stock for Q3 2016, up 7.9% quarter-over-quarter.
  • 10 funds opened new Westpac Banking Corporation positions in Q3 2016 and 12 closed out, a net change of -2 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2016 was Todd Asset Management, an estimated $3.27M added.
  • The largest Westpac Banking Corporation seller in Q3 2016 was JP Morgan Chase, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2016.