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WBK

Westpac Banking Corporation

Delisted

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

149 hedge funds and large institutions have $404M invested in Westpac Banking Corporation in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

4% less funds holding

Funds holding: 156149 (-7)

14% less capital invested

Capital invested by funds: $469M → $404M (-$64.5M)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
61
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$36.5M +$6.97M +256,355 +21%
Northern Trust
2
Northern Trust
Illinois
$31.9M -$1.19M -43,668 -3%
RJA
3
Raymond James & Associates
Florida
$19.4M +$2.3M +84,495 +12%
OA
4
Oxbow Advisors
Texas
$19.4M +$16.6M +609,437 +349%
PPA
5
Parametric Portfolio Associates
Washington
$18.7M -$1.66M -61,053 -7%
AG
6
Aperio Group
California
$18.1M -$3.22M -118,438 -14%
JCM
7
Janney Capital Management
Pennsylvania
$17.7M +$81K +2,977 +0.4%
Bank of America
8
Bank of America
North Carolina
$17.3M +$936K +34,423 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$16.9M +$5.38M +197,965 +41%
Goldman Sachs
10
Goldman Sachs
New York
$16.9M +$174K +6,412 +0.9%
CAM
11
Capstone Asset Management
Texas
$15.2M +$360K +13,225 +2%
MAA
12
Managed Account Advisors
New Jersey
$12.4M +$547K +20,113 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.8M +$14K +516 +0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.81M +$751K +27,594 +7%
Comerica Bank
15
Comerica Bank
Texas
$8.19M +$4.82M +177,069 +115%
GC
16
Guggenheim Capital
Illinois
$6.58M -$604K -22,189 -8%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$5.74M +$1.83M +67,340 +41%
AAM
18
Advisors Asset Management
Colorado
$5.39M +$286K +10,509 +5%
RFA
19
Reilly Financial Advisors
California
$4.71M +$243K +8,922 +5%
Morgan Stanley
20
Morgan Stanley
New York
$4.24M +$608K +22,346 +15%
UBS Group
21
UBS Group
Switzerland
$4.21M -$7.15M -262,840 -61%
Federated Hermes
22
Federated Hermes
Pennsylvania
$4M +$207K +7,610 +5%
ANI
23
American National Insurance
Texas
$3.76M
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$3.71M +$133K +4,888 +3%
CIM
25
Calvert Investment Management
Maryland
$3.68M +$856K +31,484 +27%

WBK Hedge Fund Activity: Q2 2015 in Review

149 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2015, worth a combined $404M — down 14% from $469M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WBK and 12 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 61 added.

The largest buyer was Oxbow Advisors, adding an estimated $16.6M. The largest seller was UBS Group, cutting an estimated $7.15M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2015, down from 156 in Q1 2015.
  • Funds reported $404M of Westpac Banking Corporation stock for Q2 2015, down 14% quarter-over-quarter.
  • 12 funds opened new Westpac Banking Corporation positions in Q2 2015 and 16 closed out, a net change of -4 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2015 was Oxbow Advisors, an estimated $16.6M added.
  • The largest Westpac Banking Corporation seller in Q2 2015 was UBS Group, an estimated $7.15M sold.

Based on aggregated 13F filings for Q2 2015.