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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$482K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$471K |
| 3 |
Two Sigma Investments
New York
|
+$388K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$295K |
| 5 |
JP Morgan Chase
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.15M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$1.7M |
| 3 |
BlackRock
New York
|
-$347K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$178K |
| 5 |
Renaissance Technologies
New York
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JAM
51
Jacobs Asset Management
New York
| – | -$1.7M | -104,586 | Closed |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| – | -$29.3K | -1,800 | Closed |
|
|
A
53
AJOVista
Boston,
Massachusetts
| – | -$10.2K | -624 | Closed |
|
54
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$7.97K | -489 | Closed |
|
55
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.73K | -168 | Closed |
|
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.