Willis Lease Finance
WLFC
48 hedge funds and large institutions have $94.7M invested in Willis Lease Finance in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
9% more capital invested
Capital invested by funds: $87M → $94.7M (+$7.7M)
7% more funds holding
Funds holding: 45 → 48 (+3)
0.46% more ownership
Funds ownership: 104.97% → 105.43% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$1.5M |
| 2 |
BlackRock
New York
|
+$496K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$370K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$308K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.2M |
| 2 |
HF
HRT Financial
New York
|
-$567K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$556K |
| 4 |
Renaissance Technologies
New York
|
-$262K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$113K |
WLFC Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q3 2023, worth a combined $94.7M — up 8.9% from $87M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WLFC positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 10 trimmed.
The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $1.5M. The largest seller was Millennium Management, exiting entirely with an estimated $1.2M sold.
- 48 institutional investors held Willis Lease Finance (WLFC) as of Q3 2023, up from 45 in Q2 2023.
- Funds reported $94.7M of Willis Lease Finance stock for Q3 2023, up 8.9% quarter-over-quarter.
- 7 funds opened new Willis Lease Finance positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest Willis Lease Finance buyer in Q3 2023 was Jacobs Asset Management, an estimated $1.5M added.
- The largest Willis Lease Finance seller in Q3 2023 was Millennium Management, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2023.