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Willis Lease Finance
WLFC

50 hedge funds and large institutions have $112M invested in Willis Lease Finance in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 49 → 50 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $113M → $112M (-$1.11M)

2.67% less ownership

Funds ownership: 108.66% → 105.99% (-2.7%)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% 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
6
Increased
11
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$482K
2
Citadel Advisors
Citadel Advisors
Florida
+$471K
3
Two Sigma Investments
Two Sigma Investments
New York
+$388K
4
MI
M3F Inc
Utah
+$295K
5
JP Morgan Chase
JP Morgan Chase
New York
+$135K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.15M
2
JAM
Jacobs Asset Management
New York
-$1.7M
3
BlackRock
BlackRock
New York
-$347K
4
Northern Trust
Northern Trust
Illinois
-$178K
5
Renaissance Technologies
Renaissance Technologies
New York
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$299K – – –
Two Sigma Advisers
27
Two Sigma Advisers
New York
$268K +$53.2K +3,300 +26%
Brown Advisory
28
Brown Advisory
Maryland
$248K – – –
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$242K +$29K +1,797 +14%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$216K – – –
Wells Fargo
31
Wells Fargo
California
$175K +$6.48K +402 +4%
UBS Group
32
UBS Group
Switzerland
$150K -$11.5K -714 -7%
HIM
33
Hillsdale Investment Management
Ontario, Canada
$114K +$111K +6,900 New
Barclays
34
Barclays
United Kingdom
$104K -$95.3K -5,916 -48%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$98.6K -$8.31K -516 -8%
MIM
36
MetLife Investment Management
New Jersey
$74.9K – – –
AIG
37
American International Group
New York
$72K -$580 -36 -0.8%
Citigroup
38
Citigroup
New York
$33.3K +$9.96K +618 +44%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$21.6K – – –
US Bancorp
40
US Bancorp
Minnesota
$19.8K – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$15.2K +$15K +933 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$14.7K -$9.14K -567 -39%
AIP
43
Ameritas Investment Partners
Nebraska
$11.6K – – –
Legal & General Group
44
Legal & General Group
United Kingdom
$11.1K – – –
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$8.19K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$7.14K -$21.2K -1,314 -75%
AB
47
Amalgamated Bank
New York
$5K -$7.35K -456 -61%
C
48
Covestor
United Kingdom
$1K -$290 -18 -18%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$347 +$338 +21 New
GI
50
GAMMA Investing
California
$198 – – –
1
2
3

WLFC Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2024, worth a combined $112M — down 0.98% from $113M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WLFC positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $482K. The largest seller was Morgan Stanley, cutting an estimated $2.15M.

  • 50 institutional investors held Willis Lease Finance (WLFC) as of Q1 2024, up from 49 in Q4 2023.
  • Funds reported $112M of Willis Lease Finance stock for Q1 2024, down 0.98% quarter-over-quarter.
  • 6 funds opened new Willis Lease Finance positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Willis Lease Finance buyer in Q1 2024 was Invesco, an estimated $482K added.
  • The largest Willis Lease Finance seller in Q1 2024 was Morgan Stanley, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2024.