Willis Lease Finance
WLFC
48 hedge funds and large institutions have $115M invested in Willis Lease Finance in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 2 closing their positions.
119% more capital invested
Capital invested by funds: $52.5M → $115M (+$62.5M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
27.74% more ownership
Funds ownership: 95.04% → 122.78% (+28%)
2% more funds holding
Funds holding: 47 → 48 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
64% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Water Island Capital
New York
|
+$6.79M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$1.37M |
| 3 |
MS
Maven Securities
St Helier,
Jersey
|
+$978K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$806K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$63.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$419K |
| 2 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$354K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$336K |
| 4 |
State Street
Boston,
Massachusetts
|
-$319K |
| 5 |
Renaissance Technologies
New York
|
-$267K |
WLFC Hedge Fund Activity: Q3 2020 in Review
48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q3 2020, worth a combined $115M — up 119% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLFC positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 25 trimmed.
The largest buyer was Water Island Capital, opening a new position worth an estimated $6.79M. The largest seller was Hillsdale Investment Management, cutting an estimated $419K.
- 48 institutional investors held Willis Lease Finance (WLFC) as of Q3 2020, up from 47 in Q2 2020.
- Funds reported $115M of Willis Lease Finance stock for Q3 2020, up 119% quarter-over-quarter.
- 3 funds opened new Willis Lease Finance positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest Willis Lease Finance buyer in Q3 2020 was Water Island Capital, an estimated $6.79M added.
- The largest Willis Lease Finance seller in Q3 2020 was Hillsdale Investment Management, an estimated $419K sold.
Based on aggregated 13F filings for Q3 2020.