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WBK

Westpac Banking Corporation

Delisted

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

153 hedge funds and large institutions have $369M invested in Westpac Banking Corporation in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $374M → $369M (-$4.73M)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
59
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$36.8M -$2.04M -91,490 -5%
PPA
2
Parametric Portfolio Associates
Washington
$29M +$4.26M +191,430 +18%
Bank of America
3
Bank of America
North Carolina
$27.6M -$1.07M -48,030 -4%
AG
4
Aperio Group
California
$26.1M -$3.51M -157,889 -12%
Renaissance Technologies
5
Renaissance Technologies
New York
$23.6M +$3.07M +138,100 +16%
RJA
6
Raymond James & Associates
Florida
$22.5M +$252K +11,313 +1%
Invesco
7
Invesco
Georgia
$18.5M -$1.28M -57,605 -7%
Goldman Sachs
8
Goldman Sachs
New York
$18.2M +$938K +42,179 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$11.2M -$211K -9,500 -2%
CAM
10
Capstone Asset Management
Texas
$10.5M +$408K +18,360 +4%
TAM
11
Todd Asset Management
Kentucky
$9.59M +$7.73M +347,393 +535%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.45M -$524K -23,569 -7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$7.27M +$6.95M +312,600 New
OA
14
Oxbow Advisors
Texas
$6.51M -$12.4M -557,362 -67%
TRSOTSOK
15
Teachers Retirement System of the State of Kentucky
Kentucky
$5.44M +$5.21M +234,000 New
GCC
16
Guardian Capital (Canada)
Ontario, Canada
$5.33M +$11.2K +505 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$4.79M +$498K +22,386 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.62M +$783K +35,190 +22%
WAM
19
World Asset Management
Michigan
$4.43M +$322K +14,460 +8%
Comerica Bank
20
Comerica Bank
Texas
$4.31M +$44.8K +2,015 +1%
WIS
21
Wright Investors Service
Connecticut
$3.88M +$1.38M +62,167 +60%
ANI
22
American National Insurance
Texas
$3.54M
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$3.38M +$3.23M +145,415 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$3.28M +$199K +8,926 +7%
AAM
25
Advisors Asset Management
Colorado
$3.2M -$757K -34,031 -20%

WBK Hedge Fund Activity: Q1 2016 in Review

153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2016, worth a combined $369M — down 1.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WBK positions and 17 closed out — a net gain of 4 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $7.73M. The largest seller was Oxbow Advisors, cutting an estimated $12.4M.

  • 153 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2016, up from 149 in Q4 2015.
  • Funds reported $369M of Westpac Banking Corporation stock for Q1 2016, down 1.3% quarter-over-quarter.
  • 21 funds opened new Westpac Banking Corporation positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2016 was Todd Asset Management, an estimated $7.73M added.
  • The largest Westpac Banking Corporation seller in Q1 2016 was Oxbow Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.