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WBK

Westpac Banking Corporation

Delisted

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

146 hedge funds and large institutions have $380M invested in Westpac Banking Corporation in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $352M → $380M (+$27.8M)

4% less funds holding

Funds holding: 152146 (-6)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
56
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$36.3M +$829K +36,542 +2%
Bank of America
2
Bank of America
North Carolina
$30.9M +$2.16M +95,087 +8%
Renaissance Technologies
3
Renaissance Technologies
New York
$30M +$2.86M +126,160 +11%
PPA
4
Parametric Portfolio Associates
Washington
$29.3M +$1.76M +77,395 +6%
AG
5
Aperio Group
California
$25M +$1.02M +44,732 +4%
Invesco
6
Invesco
Georgia
$23.2M +$2.02M +88,831 +10%
RJA
7
Raymond James & Associates
Florida
$23M +$1.02M +44,849 +5%
TAM
8
Todd Asset Management
Kentucky
$19.8M +$3.27M +144,040 +20%
Goldman Sachs
9
Goldman Sachs
New York
$16.7M -$1.03M -45,363 -6%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M +$2.18M +96,000 +22%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11M -$22.2K -979 -0.2%
CGH
12
Crossmark Global Holdings
Texas
$8.28M +$7.45M +328,410 New
CAM
13
Capstone Asset Management
Texas
$6.48M +$52.9K +2,330 +0.8%
OA
14
Oxbow Advisors
Texas
$6.09M -$99.6K -4,388 -2%
UBS Group
15
UBS Group
Switzerland
$6.08M +$679K +29,923 +13%
Morgan Stanley
16
Morgan Stanley
New York
$5.29M +$115K +5,082 +2%
WAM
17
World Asset Management
Michigan
$5.08M +$385K +16,967 +8%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$5.02M +$705K +31,074 +16%
Comerica Bank
19
Comerica Bank
Texas
$3.91M -$244K -10,766 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.83M -$35.7K -1,574 -0.9%
ANI
21
American National Insurance
Texas
$3.46M
Wells Fargo
22
Wells Fargo
California
$3.15M +$1.8M +79,112 +133%
GCC
23
Guardian Capital (Canada)
Ontario, Canada
$3.13M +$49.3K +2,173 +2%
WIS
24
Wright Investors Service
Connecticut
$2.75M -$627K -27,636 -19%
Federated Hermes
25
Federated Hermes
Pennsylvania
$2.75M -$731K -32,215 -21%

WBK Hedge Fund Activity: Q3 2016 in Review

146 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2016, worth a combined $380M — up 7.9% from $352M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WBK and 10 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 56 added.

The largest buyer was Todd Asset Management, adding an estimated $3.27M. The largest seller was JP Morgan Chase, cutting an estimated $2.41M.

  • 146 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2016, down from 152 in Q2 2016.
  • Funds reported $380M of Westpac Banking Corporation stock for Q3 2016, up 7.9% quarter-over-quarter.
  • 10 funds opened new Westpac Banking Corporation positions in Q3 2016 and 12 closed out, a net change of -2 holders.
  • The largest Westpac Banking Corporation buyer in Q3 2016 was Todd Asset Management, an estimated $3.27M added.
  • The largest Westpac Banking Corporation seller in Q3 2016 was JP Morgan Chase, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2016.