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WBK

Westpac Banking Corporation

Delisted

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

152 hedge funds and large institutions have $352M invested in Westpac Banking Corporation in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 153152 (-1)

5% less capital invested

Capital invested by funds: $369M → $352M (-$16.7M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
54
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$38K +$21.4K +955 +128%
ZB
127
Zions Bancorporation
Utah
$36K -$1.73K -77 -5%
AssetMark Inc
128
AssetMark Inc
California
$36K +$21.9K +980 +150%
PCP
129
Proficio Capital Partners
Massachusetts
$34K +$2.02K +90 +6%
LIA
130
LS Investment Advisors
Michigan
$32K
1832 Asset Management
131
1832 Asset Management
Ontario, Canada
$30K
CAW
132
Cornerstone Advisors (Washington)
Washington
$26K
LWCFA
133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
Bessemer Group
134
Bessemer Group
New Jersey
$22K
EFSCE
135
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$5.49K +245 +34%
DADC
136
D.A. Davidson & Co
Montana
$20K -$3.27K -146 -13%
GAM
137
Gemmer Asset Management
California
$20K
WA
138
Winfield Associates
Ohio
$20K +$672 +30 +3%
KT
139
Kanaly Trust
Texas
$17K -$448 -20 -3%
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$15.2K +$3.36K +150 +28%
SIG
141
Stanford Investment Group
California
$15K
WA
142
WFG Advisors
Texas
$14K
HR
143
Howe & Rusling
New York
$13K -$20.4K -910 -60%
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$13K +$649 +29 +5%
IWMPD
145
Integrated Wealth Management (Palm Desert)
California
$11K
TA
146
Teachers Advisors
New York
$10K
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$8K +$3.99K +178 +109%
MFS
148
MSI Financial Services
Massachusetts
$6K -$14.6K -653 -72%
EWM
149
Edge Wealth Management
New York
$4K -$336 -15 -8%
WEC
150
Winslow Evans & Crocker
Massachusetts
$3.54K

WBK Hedge Fund Activity: Q2 2016 in Review

152 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2016, worth a combined $352M — down 4.5% from $369M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WBK and 15 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 54 added.

The largest buyer was Todd Asset Management, adding an estimated $7.03M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $7.27M sold.

  • 152 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2016, down from 153 in Q1 2016.
  • Funds reported $352M of Westpac Banking Corporation stock for Q2 2016, down 4.5% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q2 2016 and 16 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q2 2016 was Todd Asset Management, an estimated $7.03M added.
  • The largest Westpac Banking Corporation seller in Q2 2016 was T. Rowe Price Associates, an estimated $7.27M sold.

Based on aggregated 13F filings for Q2 2016.