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WBK

Westpac Banking Corporation

Delisted

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

163 hedge funds and large institutions have $486M invested in Westpac Banking Corporation in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

9% more funds holding

Funds holding: 150163 (+13)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

6% less capital invested

Capital invested by funds: $515M → $486M (-$29.1M)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
49
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$35K
IA
127
IFP Advisors
Florida
$33K -$16.1K -650 -33%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$33K
PMFA
129
Plante Moran Financial Advisors
Michigan
$32K +$32.1K +1,300 New
MOS
130
MGO One Seven
Ohio
$29K +$29.4K +1,189 New
RFM
131
Royal Fund Management
Florida
$28K
PA
132
Parallel Advisors
California
$27K -$1.58K -64 -6%
SWM
133
SeaCrest Wealth Management
New York
$27K +$27.2K +1,100 New
WA
134
Winfield Associates
Ohio
$25K +$1.98K +80 +9%
LWCFA
135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
GAM
136
Gemmer Asset Management
California
$23K
ASN
137
Advisory Services Network
Georgia
$21K +$20.2K +817 +1,459%
IWM
138
IHT Wealth Management
Illinois
$17K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$16K -$380K -15,363 -96%
CCMIC
140
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16K
WTC
141
WhitTier Trust Company
Nevada
$16K
RPC
142
Rossmore Private Capital
Connecticut
$13.5K +$13.7K +555 New
CAW
143
Cornerstone Advisors (Washington)
Washington
$13K
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$4.5K -182 -26%
SIC
145
Salem Investment Counselors
North Carolina
$12K
AWM
146
Aevitas Wealth Management
Massachusetts
$12K +$12.4K +500 New
AC
147
Avestar Capital
New York
$12K +$14.1K +570 New
HNB
148
Huntington National Bank
Ohio
$10K -$94.7K -3,828 -90%
PWM
149
Paulson Wealth Management
Illinois
$10K +$10.3K +416 New
HR
150
Howe & Rusling
New York
$7K -$8.04K -325 -54%

WBK Hedge Fund Activity: Q4 2017 in Review

163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2017, worth a combined $486M — down 5.7% from $515M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WBK positions and 17 closed out — a net gain of 13 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $4.76M. The largest seller was Todd Asset Management, cutting an estimated $15.4M.

  • 163 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2017, up from 150 in Q3 2017.
  • Funds reported $486M of Westpac Banking Corporation stock for Q4 2017, down 5.7% quarter-over-quarter.
  • 30 funds opened new Westpac Banking Corporation positions in Q4 2017 and 17 closed out, a net change of +13 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2017 was Deutsche Bank, an estimated $4.76M added.
  • The largest Westpac Banking Corporation seller in Q4 2017 was Todd Asset Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2017.