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WBK

Westpac Banking Corporation

Delisted

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

152 hedge funds and large institutions have $352M invested in Westpac Banking Corporation in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 153152 (-1)

5% less capital invested

Capital invested by funds: $369M → $352M (-$16.7M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
54
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$34.4M -$572K -25,537 -2%
Bank of America
2
Bank of America
North Carolina
$27.9M +$1.67M +74,683 +6%
PPA
3
Parametric Portfolio Associates
Washington
$26.7M -$816K -36,446 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$26.3M +$3.97M +177,441 +18%
AG
5
Aperio Group
California
$23.3M -$1.44M -64,388 -6%
RJA
6
Raymond James & Associates
Florida
$21.3M -$19.7K -878 -0.1%
Invesco
7
Invesco
Georgia
$20.6M +$3.03M +135,313 +17%
Goldman Sachs
8
Goldman Sachs
New York
$17.2M -$41.6K -1,856 -0.2%
TAM
9
Todd Asset Management
Kentucky
$16M +$7.03M +313,881 +76%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10.8M +$88.1K +3,935 +0.8%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$9.74M +$4.64M +207,000 +88%
CAM
12
Capstone Asset Management
Texas
$6.25M -$3.75M -167,370 -37%
OA
13
Oxbow Advisors
Texas
$6.01M -$168K -7,518 -3%
UBS Group
14
UBS Group
Switzerland
$5.24M +$2.45M +109,219 +85%
Morgan Stanley
15
Morgan Stanley
New York
$5.03M +$478K +21,358 +10%
WAM
16
World Asset Management
Michigan
$4.56M +$355K +15,838 +8%
Comerica Bank
17
Comerica Bank
Texas
$4.29M -$23.4K -1,047 -0.6%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.19M +$2.5M +111,671 +143%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.76M -$3.36M -150,099 -47%
Federated Hermes
20
Federated Hermes
Pennsylvania
$3.38M +$264K +11,791 +8%
ANI
21
American National Insurance
Texas
$3.36M
WIS
22
Wright Investors Service
Connecticut
$3.28M -$408K -18,216 -11%
GCC
23
Guardian Capital (Canada)
Ontario, Canada
$2.99M -$2.09M -93,516 -41%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$2.61M -$186K -8,299 -7%
AAM
25
Advisors Asset Management
Colorado
$2.57M -$470K -20,976 -15%

WBK Hedge Fund Activity: Q2 2016 in Review

152 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2016, worth a combined $352M — down 4.5% from $369M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of WBK and 15 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 54 added.

The largest buyer was Todd Asset Management, adding an estimated $7.03M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $7.27M sold.

  • 152 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2016, down from 153 in Q1 2016.
  • Funds reported $352M of Westpac Banking Corporation stock for Q2 2016, down 4.5% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q2 2016 and 16 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q2 2016 was Todd Asset Management, an estimated $7.03M added.
  • The largest Westpac Banking Corporation seller in Q2 2016 was T. Rowe Price Associates, an estimated $7.27M sold.

Based on aggregated 13F filings for Q2 2016.