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WBK

Westpac Banking Corporation
WBK

Delisted

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

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151 hedge funds and large institutions have $366M invested in Westpac Banking Corporation in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 163 → 151 (-12)

12% less capital invested

Capital invested by funds: $418M → $366M (-$51.7M)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
41
Reduced
52
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$13.7M
2
MNBTD
Moody National Bank Trust Division
Texas
+$2.93M
3
Northern Trust
Northern Trust
Illinois
+$1.43M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M
5
CGH
Crossmark Global Holdings
Texas
+$886K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$8.71M
2
Goldman Sachs
Goldman Sachs
New York
-$6.17M
3
AG
Aperio Group
California
-$5.26M
4
RJA
Raymond James & Associates
Florida
-$2.96M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
126
Huntington National Bank
Ohio
$8K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$7K – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$7K +$7.1K +336 New
HR
129
Howe & Rusling
New York
$6K – – –
BL
130
Balentine LLC
Georgia
$6K +$6.79K +321 New
PFSC
131
Peoples Financial Services Corp
Pennsylvania
$5K – – –
RFA
132
Reilly Financial Advisors
California
$5K – – –
RFM
133
Royal Fund Management
Florida
$5K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$5K +$4.93K +233 New
JP Morgan Chase
135
JP Morgan Chase
New York
$4K -$75K -3,549 -95%
CHP
136
Cable Hill Partners
Oregon
$4K -$7.99K -378 -66%
DAM
137
Delta Asset Management
Tennessee
$4K – – –
TL
138
TrueWealth LLC
Georgia
$4K – – –
WC
139
Whitney & Co
New York
$4K – – –
WTC
140
WhitTier Trust Company
Nevada
$4K – – –
WEC
141
Winslow Evans & Crocker
Massachusetts
$4K – – –
APP
142
Avantax Planning Partners
Iowa
$4K +$3.91K +185 New
NSIM
143
North Star Investment Management
Illinois
$4K +$4.23K +200 New
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4.33K +205 New
FGAM
145
Financial Gravity Asset Management
Texas
$3K -$127 -6 -3%
VFA
146
Valeo Financial Advisors
Indiana
$3K – – –
FHB
147
First Hawaiian Bank
Hawaii
$3K +$3.64K +172 New
JCM
148
Jacobi Capital Management
Pennsylvania
$2K – – –
LWM
149
Lenox Wealth Management
Ohio
$2K +$698 +33 New
CS
150
Candriam SCA
Luxembourg
$1K -$909 -43 -44%
4 5
6
7 8

WBK Hedge Fund Activity: Q3 2018 in Review

151 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2018, worth a combined $366M — down 12% from $418M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WBK and 21 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 41 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $13.7M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.71M.

  • 151 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2018, down from 163 in Q2 2018.
  • Funds reported $366M of Westpac Banking Corporation stock for Q3 2018, down 12% quarter-over-quarter.
  • 21 funds opened new Westpac Banking Corporation positions in Q3 2018 and 32 closed out, a net change of -11 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2018 was LMR Partners, an estimated $13.7M added.
  • The largest Westpac Banking Corporation seller in Q3 2018 was Parametric Portfolio Associates, an estimated $8.71M sold.

Based on aggregated 13F filings for Q3 2018.