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WBK

Westpac Banking Corporation

Delisted

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

128 hedge funds and large institutions have $160M invested in Westpac Banking Corporation in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

12% less funds holding

Funds holding: 146128 (-18)

38% less capital invested

Capital invested by funds: $259M → $160M (-$99M)

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
128
Holders Change
-18
Holders Change %
-12.33%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
34
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$31M +$2.39M +161,060 +6%
PPA
2
Parametric Portfolio Associates
Washington
$30.4M +$16.5M +1,108,297 +60%
Renaissance Technologies
3
Renaissance Technologies
New York
$28.2M +$5.17M +347,887 +14%
Goldman Sachs
4
Goldman Sachs
New York
$16.8M +$10.7M +723,771 +79%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.62M +$482K +32,491 +8%
AG
6
Aperio Group
California
$4.02M -$10M -675,748 -63%
Morgan Stanley
7
Morgan Stanley
New York
$2.96M +$716K +48,226 +20%
AC
8
Athos Capital
Hong Kong
$2.55M +$3.69M +248,633 New
Wells Fargo
9
Wells Fargo
California
$2.54M +$366K +24,657 +11%
CGH
10
Crossmark Global Holdings
Texas
$2.44M +$178K +11,975 +5%
AIA
11
Avalon Investment & Advisory
Texas
$2.16M +$1.46M +98,279 +87%
Comerica Bank
12
Comerica Bank
Texas
$1.75M -$39.3K -2,645 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.63M -$2.19M -147,702 -48%
Bank of America
14
Bank of America
North Carolina
$1.52M +$717K +48,300 +48%
MNBTD
15
Moody National Bank Trust Division
Texas
$1.42M -$9.65K -650 -0.5%
ANI
16
American National Insurance
Texas
$1.41M
RJA
17
Raymond James & Associates
Florida
$1.35M +$250K +16,816 +15%
GC
18
Guggenheim Capital
Illinois
$1.25M -$58.7K -3,954 -3%
M&T Bank
19
M&T Bank
New York
$1.22M +$719K +48,436 +68%
UBS Group
20
UBS Group
Switzerland
$1.05M -$14.9M -1,002,332 -91%
AAIM
21
American Assets Investment Management
California
$1.02M
AAM
22
Advisors Asset Management
Colorado
$1.02M -$126K -8,482 -8%
Jane Street
23
Jane Street
New York
$997K -$3.28M -220,983 -69%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$942K +$949K +63,903 +228%
QCG
25
Quadrant Capital Group
Ohio
$836K +$844K +56,859 +231%

WBK Hedge Fund Activity: Q1 2020 in Review

128 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2020, worth a combined $160M — down 38% from $259M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WBK and 18 opened new positions — a net loss of 15 holders — while 34 trimmed existing stakes and 48 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $16.5M. The largest seller was UBS Group, cutting an estimated $14.9M.

  • 128 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2020, down from 146 in Q4 2019.
  • Funds reported $160M of Westpac Banking Corporation stock for Q1 2020, down 38% quarter-over-quarter.
  • 18 funds opened new Westpac Banking Corporation positions in Q1 2020 and 33 closed out, a net change of -15 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $16.5M added.
  • The largest Westpac Banking Corporation seller in Q1 2020 was UBS Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2020.