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Willis Lease Finance
WLFC

Overview Fund Activity

38 hedge funds and large institutions have $58.9M invested in Willis Lease Finance in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
12
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$2.58M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$692K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$247K
5
Invesco
5
Invesco
Georgia
$393K

Top Sellers

1
JAM
1
Jacobs Asset Management
New York
$3.79M
2
MI
2
M3F Inc
Utah
$7.04M
3
CCM
3
Castine Capital Management
Massachusetts
$3.01M
4
MCM
4
Maltese Capital Management
New York
$2.19M
5
WI
5
WHV Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Alexandria Capital
Virginia
$40K 2,325 – –
BJ
27
BlackRock Japan
Japan
$30K 1,748 +133 +8%
EARNEST Partners
28
EARNEST Partners
Georgia
$26K 1,500 +1,500 New
RFC
29
Russell Frank Company
Washington
$26K 1,500 +1,500 New
NFA
30
Nationwide Fund Advisors
Ohio
$11K 606 – –
Creative Planning
31
Creative Planning
Kansas
$10K 600 – –
CEMP
32
Compass Efficient Model Portfolios
Tennessee
$6K 352 – –
TWA
33
TCI Wealth Advisors
Arizona
$5K 300 +300 New
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$3.4K 196 +196 New
Bank of America
35
Bank of America
North Carolina
$2K 141 +141 New
TRCT
36
Tower Research Capital (TRC)
New York
$1K 41 -919 -96%
Ameriprise
37
Ameriprise
Minnesota
$1K 30 – –
WI
38
WHV Investments
California
– – -18,875 Closed
LSV Asset Management
39
LSV Asset Management
Illinois
– – -9,706 Closed
BG
40
BlackRock Group
United Kingdom
– – -3,728 Closed
SSG
41
Summit Securities Group
New York
$0 4 +4 New
1
2