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Willis Lease Finance
WLFC

Overview Fund Activity

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.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.72%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$4.21M
2
BlackRock
2
BlackRock
New York
$8.63M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$965K
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$213K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$210K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$210K +$210K +4,300 New
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$210K +$11K +226 +6%
Barclays
28
Barclays
United Kingdom
$200K +$170K +3,472 +573%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$187K +$84.7K +1,733 +83%
Wells Fargo
30
Wells Fargo
California
$166K -$10.7K -218 -6%
UBS Group
31
UBS Group
Switzerland
$159K +$73.8K +1,509 +87%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$106K +$16K +327 +18%
MIM
33
MetLife Investment Management
New Jersey
$73.8K – – –
AIG
34
American International Group
New York
$71.6K -$5.18K -106 -7%
ASN
35
Advisory Services Network
Georgia
$29.3K +$29.3K +600 New
TRCT
36
Tower Research Capital (TRC)
New York
$28.4K -$57.6K -1,179 -67%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$23.7K -$10.2K -209 -30%
Citigroup
38
Citigroup
New York
$22.8K +$22.2K +454 +3,783%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$21.3K +$21.3K +436 New
US Bancorp
40
US Bancorp
Minnesota
$19.6K – – –
AB
41
Amalgamated Bank
New York
$12K -$1.36K -28 -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 +$10.2K +208 New
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$8.07K – – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$7.97K +$7.97K +163 New
Osaic Holdings
47
Osaic Holdings
Arizona
$2.74K -$635 -13 -19%
C
48
Covestor
United Kingdom
$2K -$765 -13 -28%
GI
49
GAMMA Investing
California
$196 +$196 +4 New
Invesco
50
Invesco
Georgia
– -$235K -5,563 Closed
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2
3