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WBK

Westpac Banking Corporation

Delisted

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

149 hedge funds and large institutions have $374M invested in Westpac Banking Corporation in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

13% more capital invested

Capital invested by funds: $330M → $374M (+$43.7M)

4% less funds holding

Funds holding: 156149 (-7)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
-$369K -17,540 Closed
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
-$366K -17,400 Closed
CS
153
Credit Suisse
Switzerland
-$313K -14,846 Closed
KLWA
154
Kelly Lawrence W & Associates
California
-$295K -14,000 Closed
Two Sigma Advisers
155
Two Sigma Advisers
New York
-$275K -13,080 Closed
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
-$240K -11,380 Closed
RBC
157
Ronald Blue & Co
Georgia
-$233K -11,095 Closed
KIA
158
King Investment Advisors
Texas
-$225K -10,555 Closed
AL
159
Aspiriant LLC
California
-$259K -10,470 Closed
COI
160
Connable Office Inc
Michigan
-$209K -9,946 Closed
RIA
161
Regal Investment Advisors
Michigan
-$143K -6,828 Closed
DVM
162
Dreman Value Management
Florida
-$61K -2,917 Closed
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
-$18K -832 Closed
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$17 -785 Closed
CFSG
165
Community Financial Services Group
Vermont
-$13K -640 Closed
CCS
166
Crosspoint Capital Strategies
California
-$5K -226 Closed
EWM
167
Evercore Wealth Management
New York
-$4K -212 Closed
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
-$3.69K -175 Closed
FNBT
169
FineMark National Bank & Trust
Florida
-$2K -80 Closed
FPFS
170
First Personal Financial Services
North Carolina
-$2K -76 Closed
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
-$675 -24 Closed

WBK Hedge Fund Activity: Q4 2015 in Review

149 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2015, worth a combined $374M — up 13% from $330M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 18 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was Oxbow Advisors, adding an estimated $13.3M. The largest seller was Invesco, cutting an estimated $10.6M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2015, down from 156 in Q3 2015.
  • Funds reported $374M of Westpac Banking Corporation stock for Q4 2015, up 13% quarter-over-quarter.
  • 18 funds opened new Westpac Banking Corporation positions in Q4 2015 and 24 closed out, a net change of -6 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2015 was Oxbow Advisors, an estimated $13.3M added.
  • The largest Westpac Banking Corporation seller in Q4 2015 was Invesco, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2015.