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WBK

Westpac Banking Corporation

Delisted

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

162 hedge funds and large institutions have $484M invested in Westpac Banking Corporation in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $418M → $484M (+$66.3M)

5% more funds holding

Funds holding: 155162 (+7)

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
63
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
101
L.J. Altfest & Co
New York
$270K +$257K +10,123 New
RJT
102
Raymond James Trust
Florida
$265K -$50.5K -1,987 -17%
BAC
103
Boys Arnold & Co
North Carolina
$257K
Lazard Asset Management
104
Lazard Asset Management
New York
$240K
ICM
105
IMS Capital Management
Oregon
$238K -$5.49K -216 -2%
PAG
106
Private Advisor Group
New Jersey
$236K +$224K +8,821 New
SGA
107
Strategic Global Advisors
California
$231K -$87.9K -3,454 -29%
ATIA
108
American Trust Investment Advisors
New Hampshire
$226K +$215K +8,470 New
AIS
109
American Investment Services
Massachusetts
$219K +$209K +8,204 New
AIA
110
Armor Investment Advisors
North Carolina
$214K +$203K +8,000 New
MWM
111
Mission Wealth Management
California
$203K -$30.1K -1,185 -14%
ZAM
112
Zevin Asset Management
Massachusetts
$200K +$191K +7,500 New
Creative Planning
113
Creative Planning
Kansas
$174K
HDIM
114
Hanson & Doremus Investment Management
Vermont
$170K
GT
115
Glenmede Trust
Pennsylvania
$163K +$11.2K +440 +8%
SG Americas Securities
116
SG Americas Securities
New York
$162K +$154K +6,056 New
HNB
117
Huntington National Bank
Ohio
$122K -$21.7K -852 -16%
PCP
118
Proficio Capital Partners
Massachusetts
$99K +$56.6K +2,224 +107%
KTC
119
Kistler-Tiffany Companies
Pennsylvania
$95K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.1K +$82.9K +3,258 New
JP Morgan Chase
121
JP Morgan Chase
New York
$86K
AG
122
Advisor Group
Arizona
$82K +$4.76K +187 +7%
GWS
123
Glassman Wealth Services
Virginia
$80K
WT
124
Whittier Trust
California
$63K
IA
125
IFP Advisors
Florida
$55K +$4.5K +177 +9%

WBK Hedge Fund Activity: Q1 2017 in Review

162 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2017, worth a combined $484M — up 16% from $418M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WBK positions and 13 closed out — a net gain of 9 holders — while 63 added to existing stakes and 36 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $6.01M. The largest seller was Raymond James & Associates, cutting an estimated $4.39M.

  • 162 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2017, up from 155 in Q4 2016.
  • Funds reported $484M of Westpac Banking Corporation stock for Q1 2017, up 16% quarter-over-quarter.
  • 22 funds opened new Westpac Banking Corporation positions in Q1 2017 and 13 closed out, a net change of +9 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2017 was Parametric Portfolio Associates, an estimated $6.01M added.
  • The largest Westpac Banking Corporation seller in Q1 2017 was Raymond James & Associates, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2017.