Willis Lease Finance
WLFC
38 hedge funds and large institutions have $58.9M invested in Willis Lease Finance in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
12% more funds holding
Funds holding: 34 → 38 (+4)
5% more capital invested
Capital invested by funds: $56M → $58.9M (+$2.91M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.12M |
| 2 |
Renaissance Technologies
New York
|
+$844K |
| 3 |
Morgan Stanley
New York
|
+$420K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$243K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
-$3.07M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.52M |
| 3 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$877K |
| 4 |
MCM
Maltese Capital Management
New York
|
-$415K |
| 5 |
WI
WHV Investments
San Francisco,
California
|
-$297K |
WLFC Hedge Fund Activity: Q4 2013 in Review
38 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2013, worth a combined $58.9M — up 5.2% from $56M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WLFC positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $2.12M. The largest seller was Jacobs Asset Management, cutting an estimated $3.07M.
- 38 institutional investors held Willis Lease Finance (WLFC) as of Q4 2013, up from 34 in Q3 2013.
- Funds reported $58.9M of Willis Lease Finance stock for Q4 2013, up 5.2% quarter-over-quarter.
- 7 funds opened new Willis Lease Finance positions in Q4 2013 and 3 closed out, a net change of +4 holders.
- The largest Willis Lease Finance buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $2.12M added.
- The largest Willis Lease Finance seller in Q4 2013 was Jacobs Asset Management, an estimated $3.07M sold.
Based on aggregated 13F filings for Q4 2013.