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WBK

Westpac Banking Corporation
WBK

Delisted

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

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149 hedge funds and large institutions have $411M invested in Westpac Banking Corporation in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $392M → $411M (+$18.9M)

1% more funds holding

Funds holding: 148 → 149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$9.12M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.83M
3
AG
Aperio Group
California
+$3.96M
4
Goldman Sachs
Goldman Sachs
New York
+$1.91M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$754K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.61M
2
CS
Candriam SCA
Luxembourg
-$1.12M
3
OA
Oxbow Advisors
Texas
-$1M
4
CGH
Crossmark Global Holdings
Texas
-$875K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$625K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$4K – – –
TFS
127
TrustCore Financial Services
Tennessee
$4K – – –
WTC
128
WhitTier Trust Company
Nevada
$4K – – –
WEC
129
Winslow Evans & Crocker
Massachusetts
$4K – – –
HI
130
Hudock Inc
Pennsylvania
$4K +$117 +6 +3%
CFGS
131
Concourse Financial Group Securities
Alabama
$3K -$1.57K -80 -32%
TL
132
TrueWealth LLC
Georgia
$3K – – –
EW
133
Evoke Wealth
California
$2.73K +$2.66K +136 New
PCG
134
Private Capital Group
Connecticut
$2K -$2.54K -130 -60%
AF
135
Allworth Financial
California
$2K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
JCM
137
Jacobi Capital Management
Pennsylvania
$2K – – –
PFSC
138
Peoples Financial Services Corp
Pennsylvania
$2K – – –
APA
139
American Portfolios Advisors
New York
$1.34K – – –
NFG
140
Next Financial Group
Texas
$1K -$28.5K -1,456 -97%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$1K -$7.85K -401 -88%
LWM
142
Lenox Wealth Management
Ohio
$1K – – –
LWM
143
Liberty Wealth Management
California
$1K – – –
VFA
144
Valeo Financial Advisors
Indiana
$1K – – –
SFS
145
Sowell Financial Services
Arkansas
$1K +$1.08K +55 New
Bessemer Group
146
Bessemer Group
New Jersey
$1K +$1.21K +62 New
GT
147
Glenmede Trust
Pennsylvania
$189 -$26.7K -1,366 -13%
OA
148
Oxbow Advisors
Texas
– -$1M -50,272 Closed
UCFA
149
United Capital Financial Advisors
Texas
– -$443K -22,226 Closed
PAG
150
Private Advisor Group
New Jersey
– -$382K -21,988 Closed
3 4 5
6
7

WBK Hedge Fund Activity: Q3 2019 in Review

149 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2019, worth a combined $411M — up 4.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WBK positions and 13 closed out — a net gain of 1 holder — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2019, up from 148 in Q2 2019.
  • Funds reported $411M of Westpac Banking Corporation stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 14 funds opened new Westpac Banking Corporation positions in Q3 2019 and 13 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $9.12M added.
  • The largest Westpac Banking Corporation seller in Q3 2019 was Raymond James & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2019.