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WBK

Westpac Banking Corporation
WBK

Delisted

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

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151 hedge funds and large institutions have $434M invested in Westpac Banking Corporation in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 31

4% more funds holding

Funds holding: 145 → 151 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $462M → $434M (-$27.4M)

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
60
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$6.23M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.29M
3
RJA
Raymond James & Associates
Florida
+$2.8M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.3M
2
SIA
Sit Investment Associates
Minnesota
-$908K
3
CIM
Calvert Investment Management
Maryland
-$665K
4
PP
PDT Partners
New York
-$382K
5
ZAM
Zevin Asset Management
Massachusetts
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$60K -$58.2K -1,849 -47%
FHA
127
First Horizon Advisors
Tennessee
$49K +$7.62K +242 +16%
ST
128
Smithfield Trust
Pennsylvania
$42K -$567 -18 -1%
LIA
129
LS Investment Advisors
Michigan
$41K – – –
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$39K – – –
AIG
131
American International Group
New York
$38K – – –
TFA
132
Transamerica Financial Advisors
Florida
$34K – – –
LWCFA
133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K -$31.5K -1,000 -47%
CAW
134
Cornerstone Advisors (Washington)
Washington
$32K – – –
Nordea Investment Management
135
Nordea Investment Management
Sweden
$31K – – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$27K – – –
GAM
137
Gemmer Asset Management
California
$26K – – –
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
CFG
139
CKW Financial Group
Hawaii
$14K – – –
EWM
140
Evercore Wealth Management
New York
$14K +$4.57K +145 +39%
Canada Life
141
Canada Life
Manitoba, Canada
$9K – – –
CCS
142
Crosspoint Capital Strategies
California
$8K – – –
DADC
143
D.A. Davidson & Co
Montana
$6K -$27.7K -881 -78%
PTC
144
Private Trust Company
Ohio
$6K – – –
WEC
145
Winslow Evans & Crocker
Massachusetts
$4.5K – – –
CTC
146
Central Trust Company
Missouri
$4K – – –
FNBT
147
FineMark National Bank & Trust
Florida
$2K – – –
CG
148
Colony Group
Massachusetts
$1K – – –
NFG
149
Next Financial Group
Texas
$1K – – –
PMFA
150
Plante Moran Financial Advisors
Michigan
$1K – – –
3 4 5
6
7

WBK Hedge Fund Activity: Q3 2014 in Review

151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2014, worth a combined $434M — down 5.9% from $462M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WBK positions and 6 closed out — a net gain of 6 holders — while 60 added to existing stakes and 31 trimmed.

The largest buyer was UBS, adding an estimated $6.23M. The largest seller was Bank of America, cutting an estimated $1.3M.

  • 151 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2014, up from 145 in Q2 2014.
  • Funds reported $434M of Westpac Banking Corporation stock for Q3 2014, down 5.9% quarter-over-quarter.
  • 12 funds opened new Westpac Banking Corporation positions in Q3 2014 and 6 closed out, a net change of +6 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2014 was UBS, an estimated $6.23M added.
  • The largest Westpac Banking Corporation seller in Q3 2014 was Bank of America, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2014.