Willis Lease Finance
WLFC
53 hedge funds and large institutions have $66.2M invested in Willis Lease Finance in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $58.7M → $66.2M (+$7.47M)
5.37% more ownership
Funds ownership: 109.22% → 114.59% (+5.4%)
4% more funds holding
Funds holding: 51 → 53 (+2)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$2.91M |
| 2 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$759K |
| 3 |
Renaissance Technologies
New York
|
+$559K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$432K |
| 5 |
Morgan Stanley
New York
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$738K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$453K |
| 3 |
Millennium Management
New York
|
-$269K |
| 4 |
Bank of New York Mellon
New York
|
-$230K |
| 5 |
SIM
Spark Investment Management
New York
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $5K | -$29K | -3,480 | -86% |
|
|
MA
52
MUFG Americas
New York
| $2K | -$1.07K | -129 | -38% |
|
|
DA
53
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
NFA
54
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$72K | -8,835 | Closed |
|
|
GBBWRPM
55
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$8K | -1,050 | Closed |
|
WLFC Hedge Fund Activity: Q4 2017 in Review
53 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2017, worth a combined $66.2M — up 13% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WLFC positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was M3F Inc, adding an estimated $2.91M. The largest seller was Acadian Asset Management, cutting an estimated $738K.
- 53 institutional investors held Willis Lease Finance (WLFC) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $66.2M of Willis Lease Finance stock for Q4 2017, up 13% quarter-over-quarter.
- 4 funds opened new Willis Lease Finance positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest Willis Lease Finance buyer in Q4 2017 was M3F Inc, an estimated $2.91M added.
- The largest Willis Lease Finance seller in Q4 2017 was Acadian Asset Management, an estimated $738K sold.
Based on aggregated 13F filings for Q4 2017.