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Willis Lease Finance
WLFC

49 hedge funds and large institutions have $113M invested in Willis Lease Finance in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

19% more capital invested

Capital invested by funds: $94.7M → $113M (+$18.1M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3.23% more ownership

Funds ownership: 105.43% → 108.66% (+3.2%)

2% more funds holding

Funds holding: 48 → 49 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.09M
2
BlackRock
BlackRock
New York
+$468K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$399K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$192K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$235K
2
Two Sigma Investments
Two Sigma Investments
New York
-$214K
3
Citadel Advisors
Citadel Advisors
Florida
-$204K
4
Renaissance Technologies
Renaissance Technologies
New York
-$174K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$90.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$210K +$192K +12,900 New
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$210K +$10.1K +678 +6%
Barclays
28
Barclays
United Kingdom
$199K +$155K +10,416 +573%
JP Morgan Chase
29
JP Morgan Chase
New York
$187K +$77.3K +5,199 +83%
Wells Fargo
30
Wells Fargo
California
$166K -$9.72K -654 -6%
UBS Group
31
UBS Group
Switzerland
$159K +$67.3K +4,527 +87%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$106K +$14.6K +981 +18%
MIM
33
MetLife Investment Management
New Jersey
$73.8K – – –
AIG
34
American International Group
New York
$71.6K -$4.73K -318 -7%
ASN
35
Advisory Services Network
Georgia
$29.3K +$26.8K +1,800 New
TRCT
36
Tower Research Capital (TRC)
New York
$28.4K -$52.6K -3,537 -67%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$23.7K -$9.32K -627 -30%
Citigroup
38
Citigroup
New York
$22.8K +$20.2K +1,362 +3,783%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$21.3K +$19.4K +1,308 New
US Bancorp
40
US Bancorp
Minnesota
$19.6K – – –
AB
41
Amalgamated Bank
New York
$12K -$1.25K -84 -10%
AIP
42
Ameritas Investment Partners
Nebraska
$11.4K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$10.9K – – –
A
44
AJOVista
Massachusetts
$10.2K +$9.28K +624 New
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$8.06K – – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$7.97K +$7.27K +489 New
Osaic Holdings
47
Osaic Holdings
Arizona
$2.73K -$580 -39 -19%
C
48
Covestor
United Kingdom
$2K -$580 -39 -28%
GI
49
GAMMA Investing
California
$196 +$178 +12 New
Invesco
50
Invesco
Georgia
– -$235K -16,689 Closed
1
2
3

WLFC Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2023, worth a combined $113M — up 19% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WLFC positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.09M. The largest seller was Invesco, exiting entirely with an estimated $235K sold.

  • 49 institutional investors held Willis Lease Finance (WLFC) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $113M of Willis Lease Finance stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new Willis Lease Finance positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Willis Lease Finance buyer in Q4 2023 was Morgan Stanley, an estimated $2.09M added.
  • The largest Willis Lease Finance seller in Q4 2023 was Invesco, an estimated $235K sold.

Based on aggregated 13F filings for Q4 2023.