Willis Lease Finance
WLFC
44 hedge funds and large institutions have $76.2M invested in Willis Lease Finance in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
29% more capital invested
Capital invested by funds: $59.3M → $76.2M (+$16.9M)
22% more funds holding
Funds holding: 36 → 44 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.49M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.7M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.58M |
| 4 |
Renaissance Technologies
New York
|
+$1.1M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$974K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$3.24M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$1.21M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$741K |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$608K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$212K |
WLFC Hedge Fund Activity: Q2 2014 in Review
44 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q2 2014, worth a combined $76.2M — up 29% from $59.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WLFC positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $2.49M. The largest seller was Castine Capital Management, exiting entirely with an estimated $3.24M sold.
- 44 institutional investors held Willis Lease Finance (WLFC) as of Q2 2014, up from 36 in Q1 2014.
- Funds reported $76.2M of Willis Lease Finance stock for Q2 2014, up 29% quarter-over-quarter.
- 11 funds opened new Willis Lease Finance positions in Q2 2014 and 3 closed out, a net change of +8 holders.
- The largest Willis Lease Finance buyer in Q2 2014 was Acadian Asset Management, an estimated $2.49M added.
- The largest Willis Lease Finance seller in Q2 2014 was Castine Capital Management, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2014.