Willis Lease Finance
WLFC
47 hedge funds and large institutions have $63.2M invested in Willis Lease Finance in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.
112.53% more ownership
Funds ownership: 0% → 112.53% (+113%)
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
9% more capital invested
Capital invested by funds: $58.2M → $63.2M (+$5.09M)
2% less funds holding
Funds holding: 48 → 47 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.12M |
| 2 |
Millennium Management
New York
|
+$716K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$702K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$580K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.59M |
| 2 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$1.07M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$475K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$239K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$227K |
WLFC Hedge Fund Activity: Q4 2016 in Review
47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2016, worth a combined $63.2M — up 8.7% from $58.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WLFC and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.
The largest buyer was Renaissance Technologies, adding an estimated $1.12M. The largest seller was Dimensional Fund Advisors, cutting an estimated $2.59M.
- 47 institutional investors held Willis Lease Finance (WLFC) as of Q4 2016, down from 48 in Q3 2016.
- Funds reported $63.2M of Willis Lease Finance stock for Q4 2016, up 8.7% quarter-over-quarter.
- 6 funds opened new Willis Lease Finance positions in Q4 2016 and 7 closed out, a net change of -1 holder.
- The largest Willis Lease Finance buyer in Q4 2016 was Renaissance Technologies, an estimated $1.12M added.
- The largest Willis Lease Finance seller in Q4 2016 was Dimensional Fund Advisors, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2016.