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WBK

Westpac Banking Corporation
WBK

Delisted

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

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121 hedge funds and large institutions have $329M invested in Westpac Banking Corporation in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0% more funds holding

Funds holding: 121 → 121 (0)

10% less capital invested

Capital invested by funds: $366M → $329M (-$36.8M)

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
39
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.52M
2
Comerica Bank
Comerica Bank
Texas
+$1.16M
3
AIA
Avalon Investment & Advisory
Texas
+$449K
4
Goldman Sachs
Goldman Sachs
New York
+$438K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$327K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$23M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.04M
3
Citigroup
Citigroup
New York
-$1.4M
4
Ameriprise
Ameriprise
Minnesota
-$711K
5
LSAG
Lake Street Advisors Group
New Hampshire
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
101
Ellevest Inc
New York
$6K -$3.23K -173 -33%
RFA
102
Reilly Financial Advisors
California
$5K – – –
EVM
103
Eaton Vance Management
Massachusetts
$5K +$29.4K +1,576 +8%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$4.93K +$4.97K +266 New
FMP
105
Financial Management Professionals
Texas
$4K – – –
SWM
106
Spire Wealth Management
Virginia
$4K – – –
WTC
107
WhitTier Trust Company
Nevada
$4K – – –
HI
108
Hudock Inc
Pennsylvania
$4K +$93 +5 +2%
APA
109
American Portfolios Advisors
New York
$3.76K – – –
LC
110
Lindbrook Capital
California
$3K – – –
NFG
111
Next Financial Group
Texas
$3K – – –
AWM
112
Avior Wealth Management
Nebraska
$3K +$448 +24 +15%
JCM
113
Jacobi Capital Management
Pennsylvania
$2K – – –
BIA
114
Bell Investment Advisors
California
$2K +$2.37K +127 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43K – – –
AF
116
Allworth Financial
California
$1K – – –
CFGS
117
Concourse Financial Group Securities
Alabama
$1K – – –
GI
118
Gradient Investments
Minnesota
$1K – – –
IA
119
IFP Advisors
Florida
$1K – – –
MCM
120
Manchester Capital Management
Vermont
$1K – – –
BBHC
121
Brown Brothers Harriman & Co
New York
$4 – – –
LSAG
122
Lake Street Advisors Group
New Hampshire
– -$546K -28,862 Closed
SGI
123
Summit Global Investments
Utah
– -$212K -10,971 Closed
SC
124
Solstein Capital
California
– -$73K -3,800 Closed
ASN
125
Advisory Services Network
Georgia
– -$19K -1,000 Closed
2 3 4
5
6

WBK Hedge Fund Activity: Q3 2021 in Review

121 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2021, worth a combined $329M — down 10% from $366M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WBK positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.52M. The largest seller was Northern Trust, cutting an estimated $23M.

  • 121 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $329M of Westpac Banking Corporation stock for Q3 2021, down 10% quarter-over-quarter.
  • 11 funds opened new Westpac Banking Corporation positions in Q3 2021 and 10 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $4.52M added.
  • The largest Westpac Banking Corporation seller in Q3 2021 was Northern Trust, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2021.