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WBK

Westpac Banking Corporation

Delisted

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

125 hedge funds and large institutions have $393M invested in Westpac Banking Corporation in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $348M → $393M (+$44.6M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

5% less funds holding

Funds holding: 132125 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
125
Holders Change
-7
Holders Change %
-5.3%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
46
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.9M +$2.11M +73,857 +2%
MAA
2
Managed Account Advisors
New Jersey
$18.5M +$220K +7,707 +1%
Northern Trust
3
Northern Trust
Illinois
$18.3M +$1.47M +51,680 +9%
AG
4
Aperio Group
California
$16.5M +$1.35M +47,532 +10%
BHC
5
Bowen Hanes & Co
Florida
$15.6M +$143K +5,000 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15.3M +$99.8K +3,500 +0.7%
PPA
7
Parametric Portfolio Associates
Washington
$14.9M +$1.57M +54,960 +13%
JCM
8
Janney Capital Management
Pennsylvania
$14.5M +$1.27M +44,614 +10%
Goldman Sachs
9
Goldman Sachs
New York
$12.7M +$1.02M +35,867 +10%
CAM
10
Capstone Asset Management
Texas
$11.3M +$393K +13,778 +4%
OA
11
Oxbow Advisors
Texas
$10.9M +$10.1M +356,080 New
GCC
12
Guardian Capital (Canada)
Ontario, Canada
$10.4M -$2.83M -99,364 -23%
PI
13
Placemark Investments
Illinois
$10.2M +$305K +10,701 +3%
WAM
14
World Asset Management
Michigan
$8.58M -$1.48M -51,875 -16%
RJA
15
Raymond James & Associates
Florida
$8.46M +$708K +24,829 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.09M +$41.9K +1,471 +0.6%
Invesco
17
Invesco
Georgia
$6.46M +$811K +28,467 +16%
Comerica Bank
18
Comerica Bank
Texas
$6.36M +$5.91M +207,356 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$5.97M -$43.4K -1,524 -0.8%
AAM
20
Advisors Asset Management
Colorado
$4.72M +$354K +12,407 +9%
ANI
21
American National Insurance
Texas
$4.66M
Morgan Stanley
22
Morgan Stanley
New York
$4.46M +$1.87M +65,544 +82%
GC
23
Guggenheim Capital
Illinois
$4.41M +$751K +26,348 +22%
GIM
24
Groesbeck Investment Management
New Jersey
$4.29M +$3.99M +140,000 New
RFA
25
Reilly Financial Advisors
California
$4.2M +$361K +12,680 +10%

WBK Hedge Fund Activity: Q3 2013 in Review

125 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2013, worth a combined $393M — up 13% from $348M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WBK and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 46 added.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $10.1M. The largest seller was Todd Asset Management, cutting an estimated $10.7M.

  • 125 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2013, down from 132 in Q2 2013.
  • Funds reported $393M of Westpac Banking Corporation stock for Q3 2013, up 13% quarter-over-quarter.
  • 11 funds opened new Westpac Banking Corporation positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2013 was Oxbow Advisors, an estimated $10.1M added.
  • The largest Westpac Banking Corporation seller in Q3 2013 was Todd Asset Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2013.