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Willis Lease Finance
WLFC

Overview Fund Activity

50 hedge funds and large institutions have $57.4M invested in Willis Lease Finance in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
17
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.46M
2
EI
2
EAM Investors
California
$1.27M
3
TAF
3
Tredje AP-fonden
Sweden
$2.47M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.59M
5
State Street
5
State Street
Massachusetts
$789K

Top Sellers

1
MI
1
M3F Inc
Utah
$396K
2
RCM
2
Rutabaga Capital Management
Massachusetts
$6.65M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.8M
4
UBS Group
4
UBS Group
Switzerland
$20K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
GSA Capital Partners
United Kingdom
$227K +$227K +10,213 New
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$199K +$199K +8,941 New
SO
28
STRS Ohio
Ohio
$175K +$175K +7,900 New
TA
29
Teachers Advisors
New York
$152K +$152K +6,843 New
NFA
30
Nationwide Fund Advisors
Ohio
$75K +$61.6K +2,774 +458%
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$73K – – –
AC
32
Alexandria Capital
Virginia
$63K – – –
BA
33
BlackRock Advisors
Delaware
$57K +$27.1K +1,223 +91%
AIG
34
American International Group
New York
$54.6K +$54.6K +2,454 New
Morgan Stanley
35
Morgan Stanley
New York
$52K -$89.5K -4,002 -63%
IWM
36
Integrated Wealth Management
California
$29K – – –
BlackRock
37
BlackRock
New York
$27K +$27K +1,212 New
EARNEST Partners
38
EARNEST Partners
Georgia
$22K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$22K +$22K +1,000 New
UBS Group
40
UBS Group
Switzerland
$20K -$424K -18,781 -95%
TRCT
41
Tower Research Capital (TRC)
New York
$16K +$12.7K +587 +386%
Creative Planning
42
Creative Planning
Kansas
$13K – – –
Citigroup
43
Citigroup
New York
$9K +$9K +424 New
MA
44
MUFG Americas
New York
$8K – – –
Federated Hermes
45
Federated Hermes
Pennsylvania
$8K +$4.9K +207 +158%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$8K +$8K +359 New
GBBWRPM
47
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
Bank of America
48
Bank of America
North Carolina
$4K +$4K +181 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$3.76K +$3.76K +169 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1K +44 New
1
2
3