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WBK

Westpac Banking Corporation

Delisted

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

155 hedge funds and large institutions have $418M invested in Westpac Banking Corporation in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $380M → $418M (+$37.4M)

6% more funds holding

Funds holding: 146155 (+9)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
53
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
101
IMS Capital Management
Oregon
$214K
Lazard Asset Management
102
Lazard Asset Management
New York
$211K
MWM
103
Mission Wealth Management
California
$206K -$19.8K -845 -9%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$179K
Creative Planning
105
Creative Planning
Kansas
$153K +$14.2K +608 +10%
HDIM
106
Hanson & Doremus Investment Management
Vermont
$150K
GT
107
Glenmede Trust
Pennsylvania
$133K +$64.4K +2,753 +93%
HNB
108
Huntington National Bank
Ohio
$127K -$56.3K -2,406 -31%
QCG
109
Quadrant Capital Group
Ohio
$117K -$6.71K -287 -5%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$84K
JP Morgan Chase
111
JP Morgan Chase
New York
$76K -$7.25K -310 -9%
GWS
112
Glassman Wealth Services
Virginia
$70K
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$70K +$36.8K +1,575 +115%
AG
114
Advisor Group
Arizona
$68K -$23.9K -1,020 -26%
H
115
Hexavest
Quebec, Canada
$63K -$465K -19,895 -88%
PWM
116
Perigon Wealth Management
California
$63K
AssetMark Inc
117
AssetMark Inc
California
$58K +$21.3K +910 +58%
WT
118
Whittier Trust
California
$56K -$16.4K -700 -23%
ZB
119
Zions Bancorporation
Utah
$50K -$889 -38 -2%
PCP
120
Proficio Capital Partners
Massachusetts
$49K +$4K +171 +9%
IA
121
IFP Advisors
Florida
$44K +$1.87K +80 +4%
LIA
122
LS Investment Advisors
Michigan
$34K
FHA
123
First Horizon Advisors
Tennessee
$29K
RFM
124
Royal Fund Management
Florida
$27K +$27.6K +1,182 New
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$7.86K +336 +47%

WBK Hedge Fund Activity: Q4 2016 in Review

155 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2016, worth a combined $418M — up 9.8% from $380M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WBK positions and 10 closed out — a net gain of 10 holders — while 53 added to existing stakes and 48 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.5M. The largest seller was Bank of America, cutting an estimated $5.71M.

  • 155 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2016, up from 146 in Q3 2016.
  • Funds reported $418M of Westpac Banking Corporation stock for Q4 2016, up 9.8% quarter-over-quarter.
  • 20 funds opened new Westpac Banking Corporation positions in Q4 2016 and 10 closed out, a net change of +10 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2016 was Northern Trust, an estimated $31.5M added.
  • The largest Westpac Banking Corporation seller in Q4 2016 was Bank of America, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2016.