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WGL

Wgl Holdings
WGL

Delisted

WGL was delisted on the 6th of July, 2018.

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253 hedge funds and large institutions have $2.2B invested in Wgl Holdings in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 75

6% less funds holding

Funds holding: 268 → 253 (-15)

15% less capital invested

Capital invested by funds: $2.58B → $2.2B (-$384M)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

Holders
253
Holders Change
-15
Holders Change %
-5.6%
% of All Funds
6.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
91
Reduced
75
Closed
29
Calls
$552K
Puts
–
Net Calls
+$552K
Net Calls Change
-$150K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$21.2M
2
LM
Luminus Management
Texas
+$16.1M
3
Millennium Management
Millennium Management
New York
+$14.6M
4
BFA
BlackRock Fund Advisors
California
+$11.4M
5
RS
Robeco Schweiz
Switzerland
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$41.3M
3
N
Nuveen
North Carolina
-$15M
4
EA
Emerald Acquisition
Washington
-$11.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
ST
227
Smithfield Trust
Pennsylvania
$25K – – –
MCM
228
McKinley Capital Management
Alaska
$23K +$20.6K +310 +517%
HDIM
229
Hanson & Doremus Investment Management
Vermont
$21K – – –
LNB
230
Ledyard National Bank
$21K – – –
PSC
231
Prentiss Smith & Co
Vermont
$19K – – –
SF
232
Synovus Financial
Georgia
$17K +$133 +2 +0.7%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$16K – – –
NSIM
234
North Star Investment Management
Illinois
$16K – – –
CTC
235
Central Trust Company
Missouri
$14K -$3.33K -50 -18%
MFW
236
Mosaic Family Wealth
Missouri
$13K – – –
FPFS
237
First Personal Financial Services
North Carolina
$11K – – –
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$11K +$998 +15 +9%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$10K -$266 -4 -2%
CGT
240
Capital Guardian Trust
California
$10K – – –
TCIM
241
TIAA CREF Investment Management
New York
$9.85K -$296K -4,447 -3%
S
242
SignatureFD
Georgia
$9K +$4.33K +65 +90%
JFA
243
JNBA Financial Advisors
Minnesota
$9K +$9.12K +137 New
GAM
244
Gemmer Asset Management
California
$4K – – –
PFSC
245
Peoples Financial Services Corp
Pennsylvania
$4K – – –
CWM
246
Catamount Wealth Management
Connecticut
$3K – – –
EWM
247
Evercore Wealth Management
New York
$3K – – –
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$3K – – –
VCM
249
Versant Capital Management
Arizona
$3K – – –
ASN
250
Advisory Services Network
Georgia
$2K – – –
8 9
10
11 12

WGL Hedge Fund Activity: Q3 2016 in Review

253 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wgl Holdings (WGL) for Q3 2016, worth a combined $2.2B — down 15% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of WGL and 18 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $21.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.9M.

  • 253 institutional investors held Wgl Holdings (WGL) as of Q3 2016, down from 268 in Q2 2016.
  • Funds reported $2.2B of Wgl Holdings stock for Q3 2016, down 15% quarter-over-quarter.
  • 18 funds opened new Wgl Holdings positions in Q3 2016 and 29 closed out, a net change of -11 holders.
  • The largest Wgl Holdings buyer in Q3 2016 was Invesco, an estimated $21.2M added.
  • The largest Wgl Holdings seller in Q3 2016 was T. Rowe Price Associates, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2016.