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WBK

Westpac Banking Corporation

Delisted

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

148 hedge funds and large institutions have $392M invested in Westpac Banking Corporation in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $340M → $392M (+$51.6M)

5% less funds holding

Funds holding: 155148 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
148
Holders Change
-7
Holders Change %
-4.52%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$64.6M +$2.77M +144,504 +5%
PPA
2
Parametric Portfolio Associates
Washington
$55.6M +$8.88M +463,909 +20%
Renaissance Technologies
3
Renaissance Technologies
New York
$36.3M +$3.83M +199,800 +12%
Goldman Sachs
4
Goldman Sachs
New York
$34.1M +$6.71M +350,468 +26%
AG
5
Aperio Group
California
$33.3M +$4.78M +249,663 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.4M -$423K -22,112 -2%
Bank of America
7
Bank of America
North Carolina
$24.9M +$958K +50,015 +4%
RJA
8
Raymond James & Associates
Florida
$14.9M -$211K -11,012 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.85M -$34.6K -1,806 -0.4%
UBS Group
10
UBS Group
Switzerland
$7.47M +$312K +16,289 +5%
CGH
11
Crossmark Global Holdings
Texas
$5.39M -$131K -6,838 -2%
Wells Fargo
12
Wells Fargo
California
$5.13M +$364K +19,034 +8%
Morgan Stanley
13
Morgan Stanley
New York
$4.37M -$209K -10,920 -5%
WAOTB
14
Wealth Advisors of Tampa Bay
Florida
$3.61M -$50.3K -2,625 -1%
Comerica Bank
15
Comerica Bank
Texas
$3.55M +$23K +1,203 +0.7%
ANI
16
American National Insurance
Texas
$3.03M
GC
17
Guggenheim Capital
Illinois
$2.8M -$56K -2,924 -2%
MNBTD
18
Moody National Bank Trust Division
Texas
$2.78M +$6.85K +358 +0.3%
MCP
19
Martin Capital Partners
Oregon
$2.75M -$5.69K -297 -0.2%
AAM
20
Advisors Asset Management
Colorado
$2.49M -$89.5K -4,677 -4%
Allianz Asset Management
21
Allianz Asset Management
Germany
$2.42M +$2.33M +121,500 New
Natixis Advisors
22
Natixis Advisors
Massachusetts
$2.07M +$144K +7,512 +8%
AIA
23
Avalon Investment & Advisory
Texas
$2M +$609K +31,806 +46%
GI
24
Gradient Investments
Minnesota
$1.62M +$418K +21,858 +37%
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$1.61M +$244K +12,769 +19%

WBK Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2019, worth a combined $392M — up 15% from $340M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WBK and 17 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 55 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.88M. The largest seller was Glenmede Trust, cutting an estimated $3.28M.

  • 148 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2019, down from 155 in Q1 2019.
  • Funds reported $392M of Westpac Banking Corporation stock for Q2 2019, up 15% quarter-over-quarter.
  • 17 funds opened new Westpac Banking Corporation positions in Q2 2019 and 22 closed out, a net change of -5 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2019 was Parametric Portfolio Associates, an estimated $8.88M added.
  • The largest Westpac Banking Corporation seller in Q2 2019 was Glenmede Trust, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2019.