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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.

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 %
RWM
51
Ritholtz Wealth Management
New York
$577K +$141K +681 +32%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$573K +$529K +2,549 +1,214%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$555K -$182K -877 -25%
Legal & General Group
54
Legal & General Group
United Kingdom
$543K +$491K +2,364 +934%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$543K +$543K +2,617 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$523K +$523K +2,520 New
Citigroup
57
Citigroup
New York
$515K +$9.96K +48 +2%
Deutsche Bank
58
Deutsche Bank
Germany
$482K +$196K +945 +69%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$479K -$46.7K -225 -9%
Two Sigma Investments
60
Two Sigma Investments
New York
$457K -$286K -1,378 -39%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$419K +$419K +2,017 New
Franklin Resources
62
Franklin Resources
California
$395K – – –
MIM
63
MetLife Investment Management
New Jersey
$347K – – –
Prudential Financial
64
Prudential Financial
New Jersey
$346K -$8.3K -40 -2%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$337K +$13.7K +66 +4%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$312K +$312K +1,500 New
BFG
67
Bleakley Financial Group
New Jersey
$297K +$297K +1,433 New
CF
68
Corebridge Financial
Texas
$294K -$22.4K -108 -7%
Invesco
69
Invesco
Georgia
$272K +$272K +1,311 New
BFM
70
Boothbay Fund Management
New York
$270K -$62.1K -299 -19%
PWS
71
Precision Wealth Strategies
Missouri
$257K +$257K +1,236 New
IIM
72
INTECH Investment Management
Florida
$243K +$243K +1,169 New
LAM
73
Lakewood Asset Management
Illinois
$227K +$227K +1,093 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216K +$216K +1,042 New
Neuberger Berman Group
75
Neuberger Berman Group
New York
$214K +$214K +1,032 New
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