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WBK

Westpac Banking Corporation

Delisted

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

150 hedge funds and large institutions have $515M invested in Westpac Banking Corporation in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

15% more capital invested

Capital invested by funds: $449M → $515M (+$66.4M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

3% less funds holding

Funds holding: 154150 (-4)

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
55
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RB
101
Rodgers Brothers
Pennsylvania
$210K +$209K +8,333 New
AIS
102
American Investment Services
Massachusetts
$207K +$206K +8,204 New
AIA
103
Armor Investment Advisors
North Carolina
$202K +$201K +8,000 New
QCG
104
Quadrant Capital Group
Ohio
$167K -$144K -5,750 -45%
HDIM
105
Hanson & Doremus Investment Management
Vermont
$138K -$22.6K -900 -14%
PCP
106
Proficio Capital Partners
Massachusetts
$133K
HNB
107
Huntington National Bank
Ohio
$107K -$13.8K -551 -12%
BONST
108
Bank of Nova Scotia Trust
Ontario, Canada
$92K +$92.2K +3,672 New
JP Morgan Chase
109
JP Morgan Chase
New York
$90K +$7.34K +292 +9%
AssetMark Inc
110
AssetMark Inc
California
$83K +$6.58K +262 +9%
ZB
111
Zions Bancorporation
Utah
$83K +$68.7K +2,736 +482%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.2K
BWL
113
Bogart Wealth LLC
Virginia
$82K +$81.8K +3,256 New
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$72K -$17.6K -700 -20%
AG
115
Advisor Group
Arizona
$66K -$16.2K -645 -20%
WT
116
Whittier Trust
California
$60K
CHP
117
Cable Hill Partners
Oregon
$55K +$54.8K +2,182 New
OAM
118
Oppenheimer Asset Management
New York
$53K +$9.27K +369 +22%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$52K +$5.38K +214 +12%
IA
120
IFP Advisors
Florida
$50K -$5.88K -234 -11%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$44.8K +$44.7K +1,778 New
SPIA
122
Steward Partners Investment Advisory
New York
$44K
SQA
123
Simon Quick Advisors
New Jersey
$39K
LIA
124
LS Investment Advisors
Michigan
$37K
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$35K

WBK Hedge Fund Activity: Q3 2017 in Review

150 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2017, worth a combined $515M — up 15% from $449M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WBK and 15 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 55 added.

The largest buyer was Royal Bank of Canada, adding an estimated $7.51M. The largest seller was Renaissance Technologies, cutting an estimated $3.63M.

  • 150 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $515M of Westpac Banking Corporation stock for Q3 2017, up 15% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q3 2017 and 16 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2017 was Royal Bank of Canada, an estimated $7.51M added.
  • The largest Westpac Banking Corporation seller in Q3 2017 was Renaissance Technologies, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2017.