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WBK

Westpac Banking Corporation

Delisted

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

149 hedge funds and large institutions have $374M invested in Westpac Banking Corporation in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

13% more capital invested

Capital invested by funds: $330M → $374M (+$43.7M)

4% less funds holding

Funds holding: 156149 (-7)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Transamerica Financial Advisors
Florida
$29K
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
CAW
128
Cornerstone Advisors (Washington)
Washington
$26K +$2.54K +112 +12%
DADC
129
D.A. Davidson & Co
Montana
$25K +$2.02K +89 +9%
Bessemer Group
130
Bessemer Group
New Jersey
$24K +$22.8K +1,005 New
KT
131
Kanaly Trust
Texas
$23K +$341 +15 +2%
PCP
132
Proficio Capital Partners
Massachusetts
$23K +$21.2K +935 New
GAM
133
Gemmer Asset Management
California
$22K
SIG
134
Stanford Investment Group
California
$17K
WA
135
WFG Advisors
Texas
$15K +$454 +20 +3%
IWMPD
136
Integrated Wealth Management (Palm Desert)
California
$13K
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$12K +$11.1K +487 New
RFA
138
Reilly Financial Advisors
California
$11K -$4.41M -194,075 -100%
TA
139
Teachers Advisors
New York
$11K
WC
140
Whitnell & Co
Illinois
$11K
HNB
141
Huntington National Bank
Ohio
$8K
EWM
142
Edge Wealth Management
New York
$5K -$34.1K -1,500 -88%
AssetMark Inc
143
AssetMark Inc
California
$5K +$4.91K +216 New
WEC
144
Winslow Evans & Crocker
Massachusetts
$3.88K
ASN
145
Advisory Services Network
Georgia
$3K
UFA
146
US Financial Advisors
Massachusetts
$2K +$1.43K +63 New
IA
147
IFP Advisors
Florida
$1K +$477 +21 New
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
-$3.05M -144,772 Closed
DC
149
Deere & Company
Illinois
-$835K -39,627 Closed
VKH
150
Virtu KCG Holdings
New York
-$499K -23,704 Closed

WBK Hedge Fund Activity: Q4 2015 in Review

149 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2015, worth a combined $374M — up 13% from $330M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 18 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was Oxbow Advisors, adding an estimated $13.3M. The largest seller was Invesco, cutting an estimated $10.6M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2015, down from 156 in Q3 2015.
  • Funds reported $374M of Westpac Banking Corporation stock for Q4 2015, up 13% quarter-over-quarter.
  • 18 funds opened new Westpac Banking Corporation positions in Q4 2015 and 24 closed out, a net change of -6 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2015 was Oxbow Advisors, an estimated $13.3M added.
  • The largest Westpac Banking Corporation seller in Q4 2015 was Invesco, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2015.