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WBK

Westpac Banking Corporation

Delisted

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

153 hedge funds and large institutions have $369M invested in Westpac Banking Corporation in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $374M → $369M (-$4.73M)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
59
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
126
Cornerstone Advisors (Washington)
Washington
$27K +$2.42K +109 +10%
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
DADC
128
D.A. Davidson & Co
Montana
$25K +$67 +3 +0.3%
Bessemer Group
129
Bessemer Group
New Jersey
$23K
MFS
130
MSI Financial Services
Massachusetts
$21K -$55.6K -2,500 -73%
GAM
131
Gemmer Asset Management
California
$21K
WA
132
Winfield Associates
Ohio
$20K +$19.6K +880 New
KT
133
Kanaly Trust
Texas
$18K -$3.98K -179 -19%
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$12.1K -543 -43%
SIG
135
Stanford Investment Group
California
$16K
AssetMark Inc
136
AssetMark Inc
California
$15K +$9.74K +438 +203%
IA
137
IFP Advisors
Florida
$15K +$16.1K +725 +3,452%
WA
138
WFG Advisors
Texas
$14K
WC
139
Whitnell & Co
Illinois
$14K +$3.49K +157 +34%
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$12.5K +$11.9K +536 New
IWMPD
141
Integrated Wealth Management (Palm Desert)
California
$12K -$779 -35 -7%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$12K +$1.11K +50 +10%
TA
143
Teachers Advisors
New York
$11K
Deutsche Bank
144
Deutsche Bank
Germany
$8K -$584K -26,243 -99%
EWM
145
Edge Wealth Management
New York
$5K
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.65K +164 New
WEC
147
Winslow Evans & Crocker
Massachusetts
$3.72K
BWA
148
Burt Wealth Advisors
Maryland
$3K +$2.49K +112 New
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$1.78K +80 New
UFA
150
US Financial Advisors
Massachusetts
$1K

WBK Hedge Fund Activity: Q1 2016 in Review

153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2016, worth a combined $369M — down 1.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WBK positions and 17 closed out — a net gain of 4 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $7.73M. The largest seller was Oxbow Advisors, cutting an estimated $12.4M.

  • 153 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2016, up from 149 in Q4 2015.
  • Funds reported $369M of Westpac Banking Corporation stock for Q1 2016, down 1.3% quarter-over-quarter.
  • 21 funds opened new Westpac Banking Corporation positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2016 was Todd Asset Management, an estimated $7.73M added.
  • The largest Westpac Banking Corporation seller in Q1 2016 was Oxbow Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.