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WBK

Westpac Banking Corporation

Delisted

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

178 hedge funds and large institutions have $439M invested in Westpac Banking Corporation in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

9% more funds holding

Funds holding: 163178 (+15)

10% less capital invested

Capital invested by funds: $486M → $439M (-$47.4M)

Holders
178
Holders Change
+15
Holders Change %
+9.2%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
59
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$245K -$3.69K -154 -1%
LPL Financial
102
LPL Financial
California
$243K -$14K -586 -5%
Barclays
103
Barclays
United Kingdom
$240K +$259K +10,822 New
Creative Planning
104
Creative Planning
Kansas
$239K +$258K +10,754 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$225K +$8.27K +345 +4%
LSAG
106
Lake Street Advisors Group
New Hampshire
$222K -$3.28K -137 -1%
UCFA
107
United Capital Financial Advisors
Texas
$221K +$239K +9,957 New
DWT
108
Dorsey & Whitney Trust
South Dakota
$220K +$239K +9,952 New
SJIC
109
St. James Investment Company
Texas
$216K +$34.4K +1,434 +17%
S
110
SignatureFD
Georgia
$214K +$232K +9,666 New
BAC
111
Boys Arnold & Co
North Carolina
$211K
AI
112
Atria Investments
North Carolina
$204K +$221K +9,207 New
Lazard Asset Management
113
Lazard Asset Management
New York
$199K
MRCM
114
M&R Capital Management
New Jersey
$189K
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$187K -$201K -8,404 -50%
PCP
116
Proficio Capital Partners
Massachusetts
$140K +$24.7K +1,030 +19%
QCG
117
Quadrant Capital Group
Ohio
$138K -$7.96K -332 -5%
HDIM
118
Hanson & Doremus Investment Management
Vermont
$121K
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.5K -$791 -33 -1%
BWL
120
Bogart Wealth LLC
Virginia
$73K
JP Morgan Chase
121
JP Morgan Chase
New York
$63K +$1.03K +43 +2%
APA
122
American Portfolios Advisors
New York
$61.9K +$12.9K +538 +24%
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$52K -$12.2K -510 -18%
WT
124
Whittier Trust
California
$52K
DWM
125
Destination Wealth Management
California
$50K +$54.1K +2,256 New

WBK Hedge Fund Activity: Q1 2018 in Review

178 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2018, worth a combined $439M — down 9.7% from $486M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WBK positions and 17 closed out — a net gain of 15 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.7M. The largest seller was Invesco, cutting an estimated $25.1M.

  • 178 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2018, up from 163 in Q4 2017.
  • Funds reported $439M of Westpac Banking Corporation stock for Q1 2018, down 9.7% quarter-over-quarter.
  • 32 funds opened new Westpac Banking Corporation positions in Q1 2018 and 17 closed out, a net change of +15 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2018 was Renaissance Technologies, an estimated $5.7M added.
  • The largest Westpac Banking Corporation seller in Q1 2018 was Invesco, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2018.