Willis Lease Finance
WLFC
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.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
19% more capital invested
Capital invested by funds: $94.7M → $113M (+$18.1M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.23% more ownership
Funds ownership: 105.43% → 108.66% (+3.2%)
2% more funds holding
Funds holding: 48 → 49 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.09M |
| 2 |
BlackRock
New York
|
+$468K |
| 3 |
Bank of New York Mellon
New York
|
+$399K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$194K |
| 5 |
Two Sigma Advisers
New York
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$235K |
| 2 |
Two Sigma Investments
New York
|
-$214K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$204K |
| 4 |
Renaissance Technologies
New York
|
-$174K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$90.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Two Sigma Investments
New York
| – | -$214K | -15,171 | Closed |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$204K | -14,457 | Closed |
|
53
EARNEST Partners
Atlanta,
Georgia
| – | -$42.3K | -3,000 | Closed |
|
54
Lazard Asset Management
New York
| – | -$35K | -2,538 | Closed |
|
|
SIA
55
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$18K | -1,245 | Closed |
|
WLFC Hedge Fund Activity: Q4 2023 in Review
49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2023, worth a combined $113M — up 19% from $94.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WLFC positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.09M. The largest seller was Invesco, exiting entirely with an estimated $235K sold.
- 49 institutional investors held Willis Lease Finance (WLFC) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $113M of Willis Lease Finance stock for Q4 2023, up 19% quarter-over-quarter.
- 7 funds opened new Willis Lease Finance positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest Willis Lease Finance buyer in Q4 2023 was Morgan Stanley, an estimated $2.09M added.
- The largest Willis Lease Finance seller in Q4 2023 was Invesco, an estimated $235K sold.
Based on aggregated 13F filings for Q4 2023.