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Willis Lease Finance
WLFC

Overview Fund Activity

56 hedge funds and large institutions have $130M invested in Willis Lease Finance in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$2.17M
2
BlackRock
2
BlackRock
New York
$10.9M
3
Bank of America
3
Bank of America
North Carolina
$2.37M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$757K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.91M

Top Sellers

1
MI
1
M3F Inc
Utah
$700K
2
TAF
2
Tredje AP-fonden
Sweden
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.5M
5
MC
5
Menta Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Alambic Investment Management
California
$467K +$467K +8,008 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$460K – – –
Wells Fargo
28
Wells Fargo
California
$458K +$127K +2,179 +38%
Charles Schwab
29
Charles Schwab
California
$411K -$35.1K -601 -8%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$382K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$335K +$27.5K +472 +9%
Invesco
32
Invesco
Georgia
$316K -$10.9K -187 -3%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$262K -$13.6K -233 -5%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$242K +$242K +4,150 New
NA
35
Navellier & Associates
Nevada
$235K +$235K +4,023 New
ZIM
36
ZPR Investment Management
Florida
$219K +$219K +3,748 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$175K -$18.6K -335 -10%
PCM
38
Prelude Capital Management
New York
$116K +$98.8K +1,691 +573%
Barclays
39
Barclays
United Kingdom
$115K +$61K +1,043 +113%
AIG
40
American International Group
New York
$108K -$3.9K -67 -3%
AG
41
Advisor Group
Arizona
$92K -$29.1K -498 -24%
UBS Group
42
UBS Group
Switzerland
$86K +$57.7K +989 +203%
EARNEST Partners
43
EARNEST Partners
Georgia
$58K – – –
Citigroup
44
Citigroup
New York
$44K -$176 -3 -0.4%
Legal & General Group
45
Legal & General Group
United Kingdom
$32K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$27.6K -$9.04K -155 -25%
PCP
47
Proficio Capital Partners
Massachusetts
$24K – – –
Morgan Stanley
48
Morgan Stanley
New York
$21K -$143K -2,477 -87%
AIP
49
Ameritas Investment Partners
Nebraska
$19K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$15K -$6.74K -119 -31%
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