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WEBK

Wellesley Bancorp, Inc.
WEBK

Delisted

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

25 hedge funds and large institutions have $18.4M invested in Wellesley Bancorp, Inc. in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

23% less capital invested

Capital invested by funds: $23.9M → $18.4M (-$5.47M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$6.12M +$2.96M +78,000 +54%
BFC
2
Banc Funds Company
Illinois
$2.54M +$272K +7,173 +8%
CCM
3
Chicago Capital Management
Illinois
$1.6M +$543K +14,342 +33%
BFM
4
Boothbay Fund Management
New York
$1.49M +$1.47M +38,703 +252%
BCM
5
Beryl Capital Management
California
$1.07M -$42.1K -1,111 -3%
CCM
6
Cutler Capital Management
Massachusetts
$1.01M +$32.9K +868 +2%
Tudor Investment Corp
7
Tudor Investment Corp
Connecticut
$569K +$783K +20,652 New
CPSC
8
Carl P. Sherr & Co
Massachusetts
$534K
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$514K +$427K +11,262 +153%
Vanguard Group
10
Vanguard Group
Pennsylvania
$448K +$75.8K +2,000 +14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$440K -$26.9K -711 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$434K +$44.9K +1,185 +9%
PP
13
Prospector Partners
Connecticut
$413K +$37.9K +1,000 +8%
HCM
14
Howland Capital Management
Massachusetts
$344K
Geode Capital Management
15
Geode Capital Management
Massachusetts
$331K +$59.3K +1,565 +16%
ECA
16
Endeavour Capital Advisors
Connecticut
$229K +$316K +8,327 New
BFM
17
Boston Financial Management
Massachusetts
$110K +$152K +4,000 New
UBS Group
18
UBS Group
Switzerland
$105K -$18.4K -486 -11%
Bank of America
19
Bank of America
North Carolina
$30K +$39.8K +1,051 +3,754%
SPIA
20
Steward Partners Investment Advisory
New York
$27K
BlackRock
21
BlackRock
New York
$23K +$4.39K +116 +16%
Victory Capital Management
22
Victory Capital Management
Texas
$20K +$27.3K +720 New
Morgan Stanley
23
Morgan Stanley
New York
$14K -$1.78K -47 -9%
TRCT
24
Tower Research Capital (TRC)
New York
$2K -$4.28K -113 -58%
CCM
25
Castine Capital Management
Massachusetts
-$1.63M -36,055 Closed

WEBK Hedge Fund Activity: Q1 2020 in Review

25 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wellesley Bancorp, Inc. (WEBK) for Q1 2020, worth a combined $18.4M — down 23% from $23.9M a quarter earlier.

Fund positioning in WEBK was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $2.96M. The largest seller was Castine Capital Management, exiting entirely with an estimated $1.63M sold.

  • 25 institutional investors held Wellesley Bancorp, Inc. (WEBK) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $18.4M of Wellesley Bancorp, Inc. stock for Q1 2020, down 23% quarter-over-quarter.
  • 5 funds opened new Wellesley Bancorp, Inc. positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest Wellesley Bancorp, Inc. buyer in Q1 2020 was FJ Capital Management, an estimated $2.96M added.
  • The largest Wellesley Bancorp, Inc. seller in Q1 2020 was Castine Capital Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2020.