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WBK

Westpac Banking Corporation

Delisted

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

178 hedge funds and large institutions have $439M invested in Westpac Banking Corporation in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

9% more funds holding

Funds holding: 163178 (+15)

10% less capital invested

Capital invested by funds: $486M → $439M (-$47.4M)

Holders
178
Holders Change
+15
Holders Change %
+9.2%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
59
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Legacy Financial Advisors
Kentucky
$15K +$11.6K +483 +231%
CCMIC
152
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14K
WTC
153
WhitTier Trust Company
Nevada
$14K
CIP
154
Convergence Investment Partners
Florida
$14K +$14.7K +612 New
RCAG
155
Rehmann Capital Advisory Group
Michigan
$12K +$12.8K +533 New
AWM
156
Aevitas Wealth Management
Massachusetts
$11K
SIC
157
Salem Investment Counselors
North Carolina
$11K
HNB
158
Huntington National Bank
Ohio
$9K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$8K -$7.33K -306 -47%
HR
160
Howe & Rusling
New York
$8K +$2.4K +100 +36%
RFA
161
Reilly Financial Advisors
California
$6K
AC
162
Avestar Capital
New York
$5K -$10.7K -447 -78%
DVM
163
Dreman Value Management
Florida
$5K
PFSC
164
Peoples Financial Services Corp
Pennsylvania
$5K
EWM
165
Edge Wealth Management
New York
$4K
TL
166
TrueWealth LLC
Georgia
$4K
DAM
167
Delta Asset Management
Tennessee
$4K +$4.79K +200 New
WC
168
Whitney & Co
New York
$4K +$4.79K +200 New
WEC
169
Winslow Evans & Crocker
Massachusetts
$3.55K
FGC
170
Financial Gravity Companies
Texas
$3K -$1.87K -78 -38%
JCM
171
Jacobi Capital Management
Pennsylvania
$3K +$2.92K +122 New
FGAM
172
Financial Gravity Asset Management
Texas
$3K +$3.09K +129 New
ASN
173
Advisory Services Network
Georgia
$2K -$19.1K -796 -91%
WC
174
Whitnell & Co
Illinois
$2K
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$24 +1 +1%

WBK Hedge Fund Activity: Q1 2018 in Review

178 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2018, worth a combined $439M — down 9.7% from $486M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WBK positions and 17 closed out — a net gain of 15 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.7M. The largest seller was Invesco, cutting an estimated $25.1M.

  • 178 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2018, up from 163 in Q4 2017.
  • Funds reported $439M of Westpac Banking Corporation stock for Q1 2018, down 9.7% quarter-over-quarter.
  • 32 funds opened new Westpac Banking Corporation positions in Q1 2018 and 17 closed out, a net change of +15 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2018 was Renaissance Technologies, an estimated $5.7M added.
  • The largest Westpac Banking Corporation seller in Q1 2018 was Invesco, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2018.