We are live on ! Find out more
WBK

Westpac Banking Corporation

Delisted

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

162 hedge funds and large institutions have $484M invested in Westpac Banking Corporation in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $418M → $484M (+$66.3M)

5% more funds holding

Funds holding: 155162 (+7)

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
63
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$46K +$44.5K +1,750 New
SQA
127
Simon Quick Advisors
New Jersey
$42K +$39.5K +1,554 New
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$41K +$24.6K +966 +171%
LIA
129
LS Investment Advisors
Michigan
$39K
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$37K -$40.1K -1,575 -53%
OAM
131
Oppenheimer Asset Management
New York
$34K +$31.9K +1,254 New
RFM
132
Royal Fund Management
Florida
$31K
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$992 -39 -4%
Bessemer Group
134
Bessemer Group
New Jersey
$27K
LWCFA
135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
WA
136
Winfield Associates
Ohio
$27K
SIC
137
Salem Investment Counselors
North Carolina
$26K -$3.51K -138 -22%
GAM
138
Gemmer Asset Management
California
$25K
PA
139
Parallel Advisors
California
$25K +$14.1K +553 +127%
ACS
140
Archford Capital Strategies
Illinois
$24K +$22.9K +900 New
ZB
141
Zions Bancorporation
Utah
$21K -$34.9K -1,371 -64%
FHA
142
First Horizon Advisors
Tennessee
$21K -$12K -470 -37%
IWM
143
IHT Wealth Management
Illinois
$18K
WTC
144
WhitTier Trust Company
Nevada
$17K
HR
145
Howe & Rusling
New York
$16K
BlackRock
146
BlackRock
New York
$16K +$15.3K +600 New
CAW
147
Cornerstone Advisors (Washington)
Washington
$14K
TA
148
Teachers Advisors
New York
$13K
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$11K
VIA
150
Vantage Investment Advisors
Pennsylvania
$11K

WBK Hedge Fund Activity: Q1 2017 in Review

162 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2017, worth a combined $484M — up 16% from $418M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WBK positions and 13 closed out — a net gain of 9 holders — while 63 added to existing stakes and 36 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $6.01M. The largest seller was Raymond James & Associates, cutting an estimated $4.39M.

  • 162 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2017, up from 155 in Q4 2016.
  • Funds reported $484M of Westpac Banking Corporation stock for Q1 2017, up 16% quarter-over-quarter.
  • 22 funds opened new Westpac Banking Corporation positions in Q1 2017 and 13 closed out, a net change of +9 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2017 was Parametric Portfolio Associates, an estimated $6.01M added.
  • The largest Westpac Banking Corporation seller in Q1 2017 was Raymond James & Associates, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2017.