WLFC icon

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 %
RCAP
76
Resolute Capital Asset Partners
Colorado
$212K +$212K +1,020 New
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$209K – – –
RC
78
Rangeley Capital
Connecticut
$208K +$208K +1,000 New
EARNEST Partners
79
EARNEST Partners
Georgia
$208K +$208K +1,000 New
Truist Financial
80
Truist Financial
North Carolina
$208K +$208K +1,000 New
SG Americas Securities
81
SG Americas Securities
New York
$199K -$4.78K -23 -2%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$143K +$126K +609 +781%
Lazard Asset Management
83
Lazard Asset Management
New York
$133K +$19.2K +93 +17%
PFSRSONJ
84
Police & Firemen's Retirement System of New Jersey
New Jersey
$128K +$128K +618 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$110K -$623 -3 -0.6%
KK
86
KLP Kapitalforvaltning
Norway
$104K +$104K +500 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$95.9K -$46.1K -222 -32%
AAP
88
Arax Advisory Partners
Colorado
$80.7K – – –
US Bancorp
89
US Bancorp
Minnesota
$72.9K -$10.2K -49 -12%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$68K +$2.27K +11 +3%
AIP
91
Ameritas Investment Partners
Nebraska
$61.9K +$13.3K +64 +27%
AB
92
Amalgamated Bank
New York
$20K – – –
SCM
93
Sterling Capital Management
North Carolina
$19.1K +$17K +82 +820%
Osaic Holdings
94
Osaic Holdings
Arizona
$10.4K – – –
HCA
95
Harbor Capital Advisors
Illinois
$10K +$1.2K +6 +14%
TRCT
96
Tower Research Capital (TRC)
New York
$7.47K -$133K -640 -95%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$7.26K – – –
FFO
98
Fortitude Family Office
Arizona
$3.11K +$3.11K +15 New
CA
99
CoreCap Advisors
Michigan
$1.25K +$1.25K +6 New
LC
100
Lindbrook Capital
California
$1.04K – – –
1 2 3
4
5