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WBK

Westpac Banking Corporation

Delisted

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

155 hedge funds and large institutions have $340M invested in Westpac Banking Corporation in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

5% more capital invested

Capital invested by funds: $324M → $340M (+$16M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

3% less funds holding

Funds holding: 159155 (-4)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
59
Reduced
40
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$57.3M +$2.37M +126,920 +4%
PPA
2
Parametric Portfolio Associates
Washington
$43M +$7.89M +422,952 +22%
Renaissance Technologies
3
Renaissance Technologies
New York
$30M +$3.52M +189,004 +13%
AG
4
Aperio Group
California
$26.3M +$4.07M +218,254 +18%
Goldman Sachs
5
Goldman Sachs
New York
$25.2M -$6.53M -350,076 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25M +$2.35M +125,855 +10%
Bank of America
7
Bank of America
North Carolina
$22.1M +$2.25M +120,470 +11%
RJA
8
Raymond James & Associates
Florida
$14.1M -$3.05M -163,491 -18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.25M -$58K -3,113 -0.7%
UBS Group
10
UBS Group
Switzerland
$6.63M +$2.45M +131,224 +58%
CGH
11
Crossmark Global Holdings
Texas
$5.13M +$261 +14 +0%
Wells Fargo
12
Wells Fargo
California
$4.41M -$1.15M -61,688 -21%
Morgan Stanley
13
Morgan Stanley
New York
$4.25M -$117K -6,296 -3%
WAOTB
14
Wealth Advisors of Tampa Bay
Florida
$3.4M +$3.43M +183,780 New
Comerica Bank
15
Comerica Bank
Texas
$3.37M -$259K -13,896 -7%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.88M +$816K +43,780 +39%
ANI
17
American National Insurance
Texas
$2.81M
GC
18
Guggenheim Capital
Illinois
$2.66M -$97.9K -5,253 -4%
MNBTD
19
Moody National Bank Trust Division
Texas
$2.57M -$6.21K -333 -0.2%
MCP
20
Martin Capital Partners
Oregon
$2.56M +$415K +22,236 +19%
BG
21
Bollard Group
Massachusetts
$2.45M -$56.2K -3,012 -2%
AAM
22
Advisors Asset Management
Colorado
$2.4M -$51.3K -2,751 -2%
Millennium Management
23
Millennium Management
New York
$1.99M -$3.94M -211,062 -66%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$1.78M +$474K +25,397 +36%
Invesco
25
Invesco
Georgia
$1.61M -$742K -39,788 -31%

WBK Hedge Fund Activity: Q1 2019 in Review

155 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2019, worth a combined $340M — up 4.9% from $324M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WBK and 23 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 59 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $7.89M. The largest seller was LMR Partners, exiting entirely with an estimated $7.16M sold.

  • 155 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2019, down from 159 in Q4 2018.
  • Funds reported $340M of Westpac Banking Corporation stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 23 funds opened new Westpac Banking Corporation positions in Q1 2019 and 24 closed out, a net change of -1 holder.
  • The largest Westpac Banking Corporation buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $7.89M added.
  • The largest Westpac Banking Corporation seller in Q1 2019 was LMR Partners, an estimated $7.16M sold.

Based on aggregated 13F filings for Q1 2019.