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WBK

Westpac Banking Corporation
WBK

Delisted

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

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149 hedge funds and large institutions have $411M invested in Westpac Banking Corporation in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $392M → $411M (+$18.9M)

1% more funds holding

Funds holding: 148 → 149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$9.12M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.83M
3
AG
Aperio Group
California
+$3.96M
4
Goldman Sachs
Goldman Sachs
New York
+$1.91M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$754K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.61M
2
CS
Candriam SCA
Luxembourg
-$1.12M
3
OA
Oxbow Advisors
Texas
-$1M
4
CGH
Crossmark Global Holdings
Texas
-$875K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
101
Balentine LLC
Georgia
$45K – – –
LWCFA
102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
OAM
103
Oppenheimer Asset Management
New York
$37K -$8.36K -427 -19%
SPIA
104
Steward Partners Investment Advisory
New York
$34K – – –
FHA
105
Flagship Harbor Advisors
Massachusetts
$30K +$6.85K +350 +29%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$28K – – –
BCA
107
Berman Capital Advisors
Georgia
$24K +$39 +2 +0.2%
EFSCE
108
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$1.8K +92 +9%
GAM
109
Gemmer Asset Management
California
$21K – – –
PGAM
110
Princeton Global Asset Management
New Jersey
$20K – – –
ASN
111
Advisory Services Network
Georgia
$14K – – –
TC
112
Truvestments Capital
Florida
$14K – – –
CCMIC
113
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$13K – – –
IA
114
IFP Advisors
Florida
$12K +$12.2K +621 New
AF
115
Advisornet Financial
Minnesota
$11K – – –
BFEC
116
Benjamin F. Edwards & Company
Missouri
$10K – – –
BlackRock
117
BlackRock
New York
$9K – – –
PWMG
118
Prestige Wealth Management Group
New Jersey
$9K – – –
HNB
119
Huntington National Bank
Ohio
$8K – – –
RCAG
120
Rehmann Capital Advisory Group
Michigan
$7.3K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$6K – – –
RFA
122
Reilly Financial Advisors
California
$5K – – –
RFM
123
Royal Fund Management
Florida
$5K – – –
TRCT
124
Tower Research Capital (TRC)
New York
$5K +$5.23K +267 New
DAM
125
Delta Asset Management
Tennessee
$4K – – –
3 4
5
6 7

WBK Hedge Fund Activity: Q3 2019 in Review

149 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2019, worth a combined $411M — up 4.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WBK positions and 13 closed out — a net gain of 1 holder — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2019, up from 148 in Q2 2019.
  • Funds reported $411M of Westpac Banking Corporation stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 14 funds opened new Westpac Banking Corporation positions in Q3 2019 and 13 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $9.12M added.
  • The largest Westpac Banking Corporation seller in Q3 2019 was Raymond James & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2019.