Westpac Banking Corporation
WBK
WBK was delisted on the 28th of January, 2022.
128 hedge funds and large institutions have $160M invested in Westpac Banking Corporation in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 33 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 34
12% less funds holding
Funds holding: 146 → 128 (-18)
38% less capital invested
Capital invested by funds: $259M → $160M (-$99M)
45% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$16.5M |
| 2 |
Goldman Sachs
New York
|
+$10.7M |
| 3 |
Renaissance Technologies
New York
|
+$5.17M |
| 4 |
AC
Athos Capital
Hong Kong
|
+$3.69M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.9M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
-$10M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.52M |
| 4 |
Jane Street
New York
|
-$3.28M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
151
Delta Asset Management
Memphis,
Tennessee
| – | -$3K | -200 | Closed |
|
|
TL
152
TrueWealth LLC
Atlanta,
Georgia
| – | -$3K | -175 | Closed |
|
|
PFSC
153
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$2K | -100 | Closed |
|
|
PCG
154
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -88 | Closed |
|
|
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -57 | Closed |
|
156
Rockefeller Capital Management
New York
| – | -$1K | -55 | Closed |
|
157
BlackRock
New York
| – | -$1K | -38 | Closed |
|
|
GWS
158
Glassman Wealth Services
Vienna,
Virginia
| – | -$238 | -16 | -35% |
|
|
FGAM
159
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$17K | -6 | Closed |
|
|
II
160
Inspire Investing
Meridian,
Idaho
| – | +$30 | +2 | New |
|
WBK Hedge Fund Activity: Q1 2020 in Review
128 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2020, worth a combined $160M — down 38% from $259M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of WBK and 18 opened new positions — a net loss of 15 holders — while 34 trimmed existing stakes and 48 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $16.5M. The largest seller was UBS Group, cutting an estimated $14.9M.
- 128 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2020, down from 146 in Q4 2019.
- Funds reported $160M of Westpac Banking Corporation stock for Q1 2020, down 38% quarter-over-quarter.
- 18 funds opened new Westpac Banking Corporation positions in Q1 2020 and 33 closed out, a net change of -15 holders.
- The largest Westpac Banking Corporation buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $16.5M added.
- The largest Westpac Banking Corporation seller in Q1 2020 was UBS Group, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2020.