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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 $259M invested in Westpac Banking Corporation in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 149146 (-3)

37% less capital invested

Capital invested by funds: $411M → $259M (-$152M)

52% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
28
Reduced
58
Closed
30
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$48.7M -$6.82M -376,547 -12%
Renaissance Technologies
2
Renaissance Technologies
New York
$40.8M +$6.06M +335,055 +16%
PPA
3
Parametric Portfolio Associates
Washington
$31.6M -$25.3M -1,395,766 -43%
UBS Group
4
UBS Group
Switzerland
$18.8M +$13M +719,724 +187%
AG
5
Aperio Group
California
$18.1M -$14.5M -803,764 -43%
Goldman Sachs
6
Goldman Sachs
New York
$15.5M -$16.2M -896,698 -50%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.1M -$308K -16,993 -4%
Jane Street
8
Jane Street
New York
$5.4M +$5.27M +291,168 +1,077%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.2M -$17.9M -988,524 -76%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$4.45M +$4.37M +241,713 +1,191%
Morgan Stanley
11
Morgan Stanley
New York
$4.08M +$118K +6,525 +3%
CGH
12
Crossmark Global Holdings
Texas
$3.84M +$10.4K +576 +0.3%
Wells Fargo
13
Wells Fargo
California
$3.79M -$524K -28,962 -11%
Comerica Bank
14
Comerica Bank
Texas
$3.09M +$74.1K +4,095 +2%
MNBTD
15
Moody National Bank Trust Division
Texas
$2.36M -$8.72K -482 -0.3%
ANI
16
American National Insurance
Texas
$2.33M -$262K -14,500 -10%
OMC
17
Old Mission Capital
Illinois
$2.17M +$2.32M +127,999 New
GC
18
Guggenheim Capital
Illinois
$2.15M -$102K -5,622 -4%
Allianz Asset Management
19
Allianz Asset Management
Germany
$2.1M +$215K +11,870 +11%
RJA
20
Raymond James & Associates
Florida
$1.96M -$9.99M -552,125 -83%
AIA
21
Avalon Investment & Advisory
Texas
$1.91M +$40.1K +2,217 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$1.89M +$1.61M +88,712 +398%
AAM
23
Advisors Asset Management
Colorado
$1.83M -$104K -5,762 -5%
AAIM
24
American Assets Investment Management
California
$1.7M +$1.81M +100,000 New
Bank of America
25
Bank of America
North Carolina
$1.7M -$20.5M -1,130,747 -92%

WBK Hedge Fund Activity: Q4 2019 in Review

146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q4 2019, worth a combined $259M — down 37% from $411M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WBK and 28 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $13M. The largest seller was Parametric Portfolio Associates, cutting an estimated $25.3M.

  • 146 institutional investors held Westpac Banking Corporation (WBK) as of Q4 2019, down from 149 in Q3 2019.
  • Funds reported $259M of Westpac Banking Corporation stock for Q4 2019, down 37% quarter-over-quarter.
  • 28 funds opened new Westpac Banking Corporation positions in Q4 2019 and 30 closed out, a net change of -2 holders.
  • The largest Westpac Banking Corporation buyer in Q4 2019 was UBS Group, an estimated $13M added.
  • The largest Westpac Banking Corporation seller in Q4 2019 was Parametric Portfolio Associates, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2019.