We are live on ! Find out more
WBK

Westpac Banking Corporation

Delisted

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

149 hedge funds and large institutions have $411M invested in Westpac Banking Corporation in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $392M → $411M (+$18.9M)

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
51
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$65.1M +$9.12M +465,744 +17%
Northern Trust
2
Northern Trust
Illinois
$64.8M +$19.2K +983 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$41.3M +$4.83M +246,718 +14%
AG
4
Aperio Group
California
$37.4M +$3.96M +202,299 +12%
Goldman Sachs
5
Goldman Sachs
New York
$36.2M +$1.91M +97,504 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.9M -$625K -31,948 -2%
Bank of America
7
Bank of America
North Carolina
$24.6M -$319K -16,300 -1%
RJA
8
Raymond James & Associates
Florida
$13.3M -$1.61M -82,083 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.7M -$171K -8,739 -2%
UBS Group
10
UBS Group
Switzerland
$7.69M +$199K +10,170 +3%
Wells Fargo
11
Wells Fargo
California
$5.04M -$106K -5,396 -2%
Morgan Stanley
12
Morgan Stanley
New York
$4.67M +$291K +14,863 +7%
CGH
13
Crossmark Global Holdings
Texas
$4.51M -$875K -44,705 -17%
Comerica Bank
14
Comerica Bank
Texas
$3.51M -$131K -6,715 -4%
WAOTB
15
Wealth Advisors of Tampa Bay
Florida
$3.28M -$331K -16,933 -9%
ANI
16
American National Insurance
Texas
$3.04M
MCP
17
Martin Capital Partners
Oregon
$2.82M +$64.1K +3,276 +2%
MNBTD
18
Moody National Bank Trust Division
Texas
$2.79M +$3.54K +181 +0.1%
GC
19
Guggenheim Capital
Illinois
$2.64M -$168K -8,596 -6%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$2.49M +$403K +20,578 +20%
AAM
21
Advisors Asset Management
Colorado
$2.27M -$223K -11,402 -9%
Allianz Asset Management
22
Allianz Asset Management
Germany
$2.24M -$185K -9,460 -8%
AIA
23
Avalon Investment & Advisory
Texas
$2.2M +$191K +9,758 +10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.96M +$754K +38,533 +65%
Ameriprise
25
Ameriprise
Minnesota
$1.8M +$296K +15,121 +20%

WBK Hedge Fund Activity: Q3 2019 in Review

149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q3 2019, worth a combined $411M — up 4.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WBK positions and 13 closed out — a net gain of 1 holder — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.

  • 149 institutional investors held Westpac Banking Corporation (WBK) as of Q3 2019, up from 148 in Q2 2019.
  • Funds reported $411M of Westpac Banking Corporation stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 14 funds opened new Westpac Banking Corporation positions in Q3 2019 and 13 closed out, a net change of +1 holder.
  • The largest Westpac Banking Corporation buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $9.12M added.
  • The largest Westpac Banking Corporation seller in Q3 2019 was Raymond James & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2019.