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WBK

Westpac Banking Corporation

Delisted

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

156 hedge funds and large institutions have $469M invested in Westpac Banking Corporation in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 39

28% more capital invested

Capital invested by funds: $367M → $469M (+$102M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 154156 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
66
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$39.9M +$7.11M +247,920 +23%
Invesco
2
Invesco
Georgia
$36.5M +$29.3M +1,019,905 +507%
AG
3
Aperio Group
California
$25.5M +$6.46M +225,285 +36%
PPA
4
Parametric Portfolio Associates
Washington
$24.4M +$3.92M +136,757 +20%
JCM
5
Janney Capital Management
Pennsylvania
$21.3M +$1.01M +35,219 +5%
RJA
6
Raymond James & Associates
Florida
$21M +$5.09M +177,484 +34%
Goldman Sachs
7
Goldman Sachs
New York
$20.2M +$224K +7,793 +1%
Bank of America
8
Bank of America
North Carolina
$19.8M -$2.01M -70,138 -10%
CAM
9
Capstone Asset Management
Texas
$18M +$1.02M +35,524 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$14.5M +$2.61M +90,825 +23%
MAA
11
Managed Account Advisors
New Jersey
$14.4M -$4.21M -146,880 -23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$14.2M +$20.3K +706 +0.1%
UBS Group
13
UBS Group
Switzerland
$13M +$2.79M +97,273 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11M +$9.76M +340,256 +1,186%
GC
15
Guggenheim Capital
Illinois
$8.62M +$144K +5,017 +2%
BTS
16
BB&T Securities
Virginia
$7.96M +$98.1K +3,421 +15%
ZAM
17
Zevin Asset Management
Massachusetts
$7.85M -$637K -22,220 -8%
AAM
18
Advisors Asset Management
Colorado
$6.2M -$23K -802 -0.4%
RFA
19
Reilly Financial Advisors
California
$5.42M +$5.2M +181,285 New
OA
20
Oxbow Advisors
Texas
$5.23M +$142K +4,944 +3%
GCC
21
Guardian Capital (Canada)
Ontario, Canada
$4.93M -$221K -7,695 -4%
WAM
22
World Asset Management
Michigan
$4.74M -$30.4K -1,061 -0.7%
Comerica Bank
23
Comerica Bank
Texas
$4.61M -$3.75M -130,773 -46%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4.61M +$1.23M +42,976 +39%
ANI
25
American National Insurance
Texas
$4.55M

WBK Hedge Fund Activity: Q1 2015 in Review

156 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2015, worth a combined $469M — up 28% from $367M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WBK positions and 12 closed out — a net gain of 3 holders — while 66 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $29.3M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $4.44M sold.

  • 156 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2015, up from 154 in Q4 2014.
  • Funds reported $469M of Westpac Banking Corporation stock for Q1 2015, up 28% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q1 2015 and 12 closed out, a net change of +3 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2015 was Invesco, an estimated $29.3M added.
  • The largest Westpac Banking Corporation seller in Q1 2015 was Two Sigma Investments, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2015.