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WBK

Westpac Banking Corporation

Delisted

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

148 hedge funds and large institutions have $392M invested in Westpac Banking Corporation in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $340M → $392M (+$51.6M)

5% less funds holding

Funds holding: 155148 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
WealthStone
Ohio
$5.26K +$5.05K +264 New
CFGS
127
Concourse Financial Group Securities
Alabama
$5K
RFA
128
Reilly Financial Advisors
California
$5K
RFM
129
Royal Fund Management
Florida
$5K
PCG
130
Private Capital Group
Connecticut
$5K +$2.49K +130 +148%
DAM
131
Delta Asset Management
Tennessee
$4K
TFS
132
TrustCore Financial Services
Tennessee
$4K
WTC
133
WhitTier Trust Company
Nevada
$4K
WEC
134
Winslow Evans & Crocker
Massachusetts
$4K
GRP
135
Global Retirement Partners
California
$4K +$3.87K +202 New
TL
136
TrueWealth LLC
Georgia
$3K
HI
137
Hudock Inc
Pennsylvania
$3K +$3.83K +200 New
AF
138
Allworth Financial
California
$2K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$2K
JCM
140
Jacobi Capital Management
Pennsylvania
$2K
PFSC
141
Peoples Financial Services Corp
Pennsylvania
$2K
APA
142
American Portfolios Advisors
New York
$1.33K
LWM
143
Lenox Wealth Management
Ohio
$1K
LWM
144
Liberty Wealth Management
California
$1K
VFA
145
Valeo Financial Advisors
Indiana
$1K
GT
146
Glenmede Trust
Pennsylvania
$215 -$3.28M -171,358 -94%
Two Sigma Investments
147
Two Sigma Investments
New York
-$2.88M -155,623 Closed
Millennium Management
148
Millennium Management
New York
-$1.99M -107,604 Closed
TFCM
149
Taylor Frigon Capital Management
Arizona
-$769K -41,543 Closed
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
-$586K -31,696 Closed

WBK Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2019, worth a combined $392M — up 15% from $340M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WBK and 17 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 55 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.88M. The largest seller was Glenmede Trust, cutting an estimated $3.28M.

  • 148 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2019, down from 155 in Q1 2019.
  • Funds reported $392M of Westpac Banking Corporation stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Westpac Banking Corporation positions in Q2 2019 and 22 closed out, a net change of -5 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2019 was Parametric Portfolio Associates, an estimated $8.88M added.
  • The largest Westpac Banking Corporation seller in Q2 2019 was Glenmede Trust, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2019.