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Willis Lease Finance
WLFC

Overview Fund Activity

81 hedge funds and large institutions have $366M invested in Willis Lease Finance in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PHS
1
Pekin Hardy Strauss
Illinois
$4.14M
2
American Century Companies
2
American Century Companies
Missouri
$3.59M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.41M
4
Charles Schwab
4
Charles Schwab
California
$3.42M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.48M

Top Sellers

1
MI
1
M3F Inc
Utah
$84.7M
2
P2P
2
Phase 2 Partners
California
$7.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$532K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$208K
5
LI
5
Latash Investments
Alaska
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$1.48M +$1.48M +9,929 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$1.37M -$208K -1,400 -13%
BAM
28
Bosun Asset Management
Illinois
$1.23M +$1.23M +8,235 New
Goldman Sachs
29
Goldman Sachs
New York
$1.08M +$4.61K +31 +0.4%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$997K +$1.64K +11 +0.2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$848K +$59.5K +400 +8%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$783K +$783K +4,348 New
Brown Advisory
33
Brown Advisory
Maryland
$744K – – –
Millennium Management
34
Millennium Management
New York
$726K +$726K +4,882 New
Wells Fargo
35
Wells Fargo
California
$567K -$5.95K -40 -1%
Barclays
36
Barclays
United Kingdom
$556K +$383K +2,576 +222%
Two Sigma Investments
37
Two Sigma Investments
New York
$532K -$1.38M -9,300 -72%
Jane Street
38
Jane Street
New York
$531K +$531K +3,571 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$529K -$154K -1,035 -23%
NA
40
Navellier & Associates
Nevada
$525K +$525K +3,529 New
UBS Group
41
UBS Group
Switzerland
$400K +$69.3K +466 +21%
OQS
42
Occudo Quantitative Strategies
Florida
$393K +$393K +2,638 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$377K -$28.6K -192 -7%
Citigroup
44
Citigroup
New York
$362K +$234K +1,570 +182%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$357K -$29.8K -200 -8%
Franklin Resources
46
Franklin Resources
California
$342K +$342K +1,901 New
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$315K -$378K -2,540 -55%
RWM
48
Ritholtz Wealth Management
New York
$312K +$312K +2,097 New
HF
49
HRT Financial
New York
$308K +$308K +2,071 New
Mariner
50
Mariner
Kansas
$263K +$263K +1,769 New
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