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Willis Lease Finance
WLFC

Overview Fund Activity

44 hedge funds and large institutions have $67.3M invested in Willis Lease Finance in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
16
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
1
M3F Inc
Utah
$6.11M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$3.04M
3
EI
3
EAM Investors
California
$1.1M
4
State Street
4
State Street
Massachusetts
$1.47M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$350K

Top Sellers

1
WIC
1
Water Island Capital
New York
$0
2
MS
2
Maven Securities
Jersey
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.25M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.05M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$219K +$219K +7,189 New
Wells Fargo
27
Wells Fargo
California
$191K -$77K -2,529 -29%
SO
28
STRS Ohio
Ohio
$140K -$180K -5,900 -56%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$138K – – –
Morgan Stanley
30
Morgan Stanley
New York
$113K +$58.8K +1,917 +108%
DA
31
Denali Advisors
California
$97K -$1.22K -40 -1%
PAM
32
Panagora Asset Management
Massachusetts
$68K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$65K +$19.4K +630 +43%
UBS Group
34
UBS Group
Switzerland
$57K +$52.3K +1,352 +1,108%
TRCT
35
Tower Research Capital (TRC)
New York
$47K -$62.3K -2,054 -57%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$33.6K +$11.7K +383 +53%
EARNEST Partners
37
EARNEST Partners
Georgia
$30K – – –
Barclays
38
Barclays
United Kingdom
$29K -$12.2K -396 -30%
Citigroup
39
Citigroup
New York
$17K +$12.6K +409 +290%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$14K +$9.86K +321 +238%
AIP
41
Ameritas Investment Partners
Nebraska
$10K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$7K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2K -$800 -20 -29%
AIG
44
American International Group
New York
$52 -$1 -49 -3%
WIC
45
Water Island Capital
New York
– -$65.3M -312,498 Closed
MS
46
Maven Securities
Jersey
– -$9.39M -44,985 Closed
California Public Employees Retirement System
47
California Public Employees Retirement System
California
– -$343K -18,565 Closed
HIM
48
Hillsdale Investment Management
Ontario, Canada
– -$109K -5,933 Closed
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