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Willis Lease Finance
WLFC

Overview Fund Activity

103 hedge funds and large institutions have $573M invested in Willis Lease Finance in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
34
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Ophir Asset Management
Australia
$35M
2
UBS Group
2
UBS Group
Switzerland
$11M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M
5
State Street
5
State Street
Massachusetts
$11.9M

Top Sellers

1
MI
1
M3F Inc
Utah
$105M
2
Bank of America
2
Bank of America
North Carolina
$8.63M
3
American Century Companies
3
American Century Companies
Missouri
$1.44M
4
P2P
4
Phase 2 Partners
California
$7.77M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
26
Latash Investments
Alaska
$2.8M -$519K -2,500 -16%
MCM
27
Maltese Capital Management
New York
$2.24M -$187K -900 -8%
ACA
28
Apis Capital Advisors
New York
$1.93M +$1.93M +9,300 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.91M – – –
First Trust Advisors
30
First Trust Advisors
Illinois
$1.86M -$201K -967 -10%
KOCAA
31
Knights of Columbus Asset Advisors
Connecticut
$1.82M +$1.82M +8,764 New
BAM
32
Bosun Asset Management
Illinois
$1.68M -$27.2K -131 -2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.47M +$77K +371 +6%
American Century Companies
34
American Century Companies
Missouri
$1.44M -$3.57M -17,199 -71%
NA
35
Navellier & Associates
Nevada
$1.43M +$698K +3,361 +95%
AQR Capital Management
36
AQR Capital Management
Connecticut
$1.24M +$1.24M +5,961 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.2M +$1.2M +5,800 New
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.2M +$1.2M +5,789 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$1.2M +$17.2K +83 +1%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$1.1M +$194K +934 +21%
Brown Advisory
41
Brown Advisory
Maryland
$1.04M – – –
Barclays
42
Barclays
United Kingdom
$1.02M +$244K +1,175 +31%
UBS AM
43
UBS AM
Illinois
$897K +$897K +4,321 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$890K +$531K +2,559 +148%
EI
45
EAM Investors
California
$819K -$1.33M -6,388 -62%
HF
46
HRT Financial
New York
$812K +$382K +1,843 +89%
Wells Fargo
47
Wells Fargo
California
$783K -$6.85K -33 -0.9%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$627K +$627K +3,020 New
XT
49
XTX Topco
Cayman Islands
$601K +$601K +2,895 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$585K +$297K +1,430 +103%
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