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WBK

Westpac Banking Corporation

Delisted

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

145 hedge funds and large institutions have $462M invested in Westpac Banking Corporation in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $451M → $462M (+$10.8M)

3% less funds holding

Funds holding: 149145 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

33% less call options, than puts

Call options by funds: $3.21M | Put options by funds: $4.82M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
64
Reduced
33
Closed
14
Calls
$3.21M
Puts
$4.82M
Net Calls
-$1.61M
Net Calls Change
+$631K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$103M +$2.66M +82,240 +3%
Northern Trust
2
Northern Trust
Illinois
$26.3M +$2.87M +88,783 +12%
AG
3
Aperio Group
California
$24.7M +$2.32M +71,729 +10%
MAA
4
Managed Account Advisors
New Jersey
$20.4M +$888K +27,493 +5%
JCM
5
Janney Capital Management
Pennsylvania
$20.1M +$1.36M +42,109 +7%
PPA
6
Parametric Portfolio Associates
Washington
$19.4M +$1.47M +45,441 +8%
Goldman Sachs
7
Goldman Sachs
New York
$18.8M +$2.77M +85,879 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.6M -$10.6K -329 -0.1%
BHC
9
Bowen Hanes & Co
Florida
$14.8M -$484K -15,000 -3%
CAM
10
Capstone Asset Management
Texas
$13.3M +$260K +8,044 +2%
RJA
11
Raymond James & Associates
Florida
$12.9M +$1.51M +46,764 +13%
ZAM
12
Zevin Asset Management
Massachusetts
$10.3M +$423K +13,100 +4%
OA
13
Oxbow Advisors
Texas
$8.59M +$45.6K +1,413 +0.5%
GC
14
Guggenheim Capital
Illinois
$7.9M +$1.83M +56,744 +30%
AAM
15
Advisors Asset Management
Colorado
$6.83M +$18.1K +562 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.76M +$46.6K +1,444 +0.7%
BTS
17
BB&T Securities
Virginia
$6.57M +$44.5K +1,377 +7%
Invesco
18
Invesco
Georgia
$5.7M +$228K +7,050 +4%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$5.48M -$1M -31,024 -15%
WAM
20
World Asset Management
Michigan
$5.44M -$177K -5,468 -3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$5.06M -$1.07M -33,141 -17%
Morgan Stanley
22
Morgan Stanley
New York
$5.02M +$303K +9,380 +6%
ANI
23
American National Insurance
Texas
$4.88M
Comerica Bank
24
Comerica Bank
Texas
$4.69M -$1.17M -36,125 -20%
CIM
25
Calvert Investment Management
Maryland
$4M +$117K +3,617 +3%

WBK Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2014, worth a combined $462M — up 2.4% from $451M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WBK and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 64 added.

The largest buyer was Northern Trust, adding an estimated $2.87M. The largest seller was Reilly Financial Advisors, exiting entirely with an estimated $5.39M sold.

  • 145 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2014, down from 149 in Q1 2014.
  • Funds reported $462M of Westpac Banking Corporation stock for Q2 2014, up 2.4% quarter-over-quarter.
  • 10 funds opened new Westpac Banking Corporation positions in Q2 2014 and 14 closed out, a net change of -4 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2014 was Northern Trust, an estimated $2.87M added.
  • The largest Westpac Banking Corporation seller in Q2 2014 was Reilly Financial Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2014.