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WBK

Westpac Banking Corporation
WBK

Delisted

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

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155 hedge funds and large institutions have $340M invested in Westpac Banking Corporation in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

5% more capital invested

Capital invested by funds: $324M → $340M (+$16M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

3% less funds holding

Funds holding: 159 → 155 (-4)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
59
Reduced
40
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$7.89M
2
AG
Aperio Group
California
+$4.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.52M
4
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$3.43M
5
UBS Group
UBS Group
Switzerland
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
-$7.16M
2
Goldman Sachs
Goldman Sachs
New York
-$6.53M
3
Millennium Management
Millennium Management
New York
-$3.94M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
5
OMC
Old Mission Capital
Illinois
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
126
Rehmann Capital Advisory Group
Michigan
$6.75K +$56 +3 +0.8%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$6.13K -329 -50%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$6K – – –
SEI Investments
129
SEI Investments
Pennsylvania
$6K +$6.34K +340 New
RFA
130
Reilly Financial Advisors
California
$5K – – –
RFM
131
Royal Fund Management
Florida
$5K – – –
LFA
132
Legacy Financial Advisors
Kentucky
$5K +$3.17K +170 +179%
CFGS
133
Concourse Financial Group Securities
Alabama
$4K – – –
DAM
134
Delta Asset Management
Tennessee
$4K – – –
WTC
135
WhitTier Trust Company
Nevada
$4K – – –
WEC
136
Winslow Evans & Crocker
Massachusetts
$4K – – –
FHB
137
First Hawaiian Bank
Hawaii
$4K +$895 +48 +32%
GT
138
Glenmede Trust
Pennsylvania
$3.37K +$58.8K +3,153 +2%
TL
139
TrueWealth LLC
Georgia
$3K – – –
TFS
140
TrustCore Financial Services
Tennessee
$3K +$3.3K +177 New
PFSC
141
Peoples Financial Services Corp
Pennsylvania
$2K -$2.5K -134 -57%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.75K -94 -52%
CHP
143
Cable Hill Partners
Oregon
$2K – – –
JCM
144
Jacobi Capital Management
Pennsylvania
$2K – – –
LWM
145
Lenox Wealth Management
Ohio
$2K – – –
Nordea Investment Management
146
Nordea Investment Management
Sweden
$2K – – –
PCG
147
Private Capital Group
Connecticut
$2K +$1.64K +88 New
RTC
148
Riverview Trust Company
Washington
$2K +$1.9K +102 New
FHA
149
Flagship Harbor Advisors
Massachusetts
$2K +$2.05K +110 New
APA
150
American Portfolios Advisors
New York
$1.24K +$1.25K +67 New
4 5
6
7 8

WBK Hedge Fund Activity: Q1 2019 in Review

155 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2019, worth a combined $340M — up 4.9% from $324M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 23 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 59 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.89M. The largest seller was LMR Partners, exiting entirely with an estimated $7.16M sold.

  • 155 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2019, down from 159 in Q4 2018.
  • Funds reported $340M of Westpac Banking Corporation stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 23 funds opened new Westpac Banking Corporation positions in Q1 2019 and 24 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $7.89M added.
  • The largest Westpac Banking Corporation seller in Q1 2019 was LMR Partners, an estimated $7.16M sold.

Based on aggregated 13F filings for Q1 2019.