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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 $374M invested in Westpac Banking Corporation in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

13% more capital invested

Capital invested by funds: $330M → $374M (+$43.7M)

4% less funds holding

Funds holding: 156149 (-7)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
149
Holders Change
-7
Holders Change %
-4.49%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$40.6M +$6M +264,277 +19%
AG
2
Aperio Group
California
$31M +$4.99M +219,672 +21%
Bank of America
3
Bank of America
North Carolina
$30M -$2.47M -108,678 -8%
PPA
4
Parametric Portfolio Associates
Washington
$25.6M +$5.29M +232,997 +28%
RJA
5
Raymond James & Associates
Florida
$23.2M -$1.57M -69,132 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$21.2M -$3.77M -165,800 -16%
Invesco
7
Invesco
Georgia
$20.7M -$10.6M -465,201 -35%
OA
8
Oxbow Advisors
Texas
$20.3M +$13.3M +584,198 +231%
Goldman Sachs
9
Goldman Sachs
New York
$17.9M +$1.38M +60,875 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$11.9M +$340K +14,962 +3%
CAM
11
Capstone Asset Management
Texas
$10.5M +$502K +22,113 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.33M -$201K -8,845 -3%
GCC
13
Guardian Capital (Canada)
Ontario, Canada
$5.54M -$72.5K -3,192 -1%
Morgan Stanley
14
Morgan Stanley
New York
$4.45M +$174K +7,652 +4%
WAM
15
World Asset Management
Michigan
$4.27M +$306K +13,495 +8%
AAM
16
Advisors Asset Management
Colorado
$4.16M -$739K -32,543 -16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.96M +$1.27K +56 +0%
Comerica Bank
18
Comerica Bank
Texas
$3.8M +$416K +18,328 +11%
ANI
19
American National Insurance
Texas
$3.68M
GC
20
Guggenheim Capital
Illinois
$3.66M -$393K -17,285 -10%
UBS Group
21
UBS Group
Switzerland
$3.49M -$348K -15,317 -10%
Jane Street
22
Jane Street
New York
$3.29M +$3.08M +135,630 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$3.2M -$720K -31,685 -19%
US Bancorp
24
US Bancorp
Minnesota
$3.2M -$1.2M -52,849 -29%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$3.2M -$411K -18,114 -12%

WBK Hedge Fund Activity: Q4 2015 in Review

149 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2015, worth a combined $374M — up 13% from $330M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 18 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was Oxbow Advisors, adding an estimated $13.3M. The largest seller was Invesco, cutting an estimated $10.6M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2015, down from 156 in Q3 2015.
  • Funds reported $374M of Westpac Banking Corporation stock for Q4 2015, up 13% quarter-over-quarter.
  • 18 funds opened new Westpac Banking Corporation positions in Q4 2015 and 24 closed out, a net change of -6 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2015 was Oxbow Advisors, an estimated $13.3M added.
  • The largest Westpac Banking Corporation seller in Q4 2015 was Invesco, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2015.