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WEBK

Wellesley Bancorp, Inc.
WEBK

Delisted

WEBK was delisted on the 29th of May, 2020.

20 hedge funds and large institutions have $9.13M invested in Wellesley Bancorp, Inc. in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

2% less capital invested

Capital invested by funds: $9.33M → $9.13M (-$200K)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$1.65M
BFC
2
Banc Funds Company
Illinois
$1.33M -$66.2K -2,105 -5%
SCP
3
Siena Capital Partners
Illinois
$1.32M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.14M +$20.5K +652 +2%
CCM
5
Cutler Capital Management
Massachusetts
$1.12M +$409 +13 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$441K +$142K +4,500 +46%
SCP
7
Seizert Capital Partners
Michigan
$417K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$403K +$12.6K +400 +3%
HCM
9
Howland Capital Management
Massachusetts
$390K
AMI
10
Amica Mutual Insurance
Rhode Island
$281K
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$239K +$240K +7,644 New
ARMT
12
Amica Retiree Medical Trust
Rhode Island
$204K
UBS Group
13
UBS Group
Switzerland
$94K -$43.3K -1,377 -31%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$31K
SPIA
15
Steward Partners Investment Advisory
New York
$31K
BlackRock
16
BlackRock
New York
$22K
Victory Capital Management
17
Victory Capital Management
Texas
$12K +$12.3K +390 New
TRCT
18
Tower Research Capital (TRC)
New York
$6K -$37K -1,176 -86%
Bank of America
19
Bank of America
North Carolina
$3K +$1.04K +33 +69%
Deutsche Bank
20
Deutsche Bank
Germany
-$61K -1,900 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
-$7K -225 Closed
Barclays
22
Barclays
United Kingdom
+$472 +15 New

WEBK Hedge Fund Activity: Q3 2019 in Review

20 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wellesley Bancorp, Inc. (WEBK) for Q3 2019, worth a combined $9.13M — down 2.1% from $9.33M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WEBK positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $240K. The largest seller was Banc Funds Company, cutting an estimated $66.2K.

  • 20 institutional investors held Wellesley Bancorp, Inc. (WEBK) as of Q3 2019, up from 19 in Q2 2019.
  • Funds reported $9.13M of Wellesley Bancorp, Inc. stock for Q3 2019, down 2.1% quarter-over-quarter.
  • 3 funds opened new Wellesley Bancorp, Inc. positions in Q3 2019 and 2 closed out, a net change of +1 holder.
  • The largest Wellesley Bancorp, Inc. buyer in Q3 2019 was CIBC Private Wealth Group, an estimated $240K added.
  • The largest Wellesley Bancorp, Inc. seller in Q3 2019 was Banc Funds Company, an estimated $66.2K sold.

Based on aggregated 13F filings for Q3 2019.