Willis Lease Finance
WLFC
46 hedge funds and large institutions have $57.1M invested in Willis Lease Finance in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.
4% less funds holding
Funds holding: 48 → 46 (-2)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
21% less capital invested
Capital invested by funds: $72.1M → $57.1M (-$15M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$346K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$336K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$306K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$227K |
| 5 |
MCM
Maltese Capital Management
New York
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.71M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.58M |
| 3 |
Axa
Paris,
France
|
-$560K |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$357K |
| 5 |
Morgan Stanley
New York
|
-$307K |
WLFC Hedge Fund Activity: Q1 2015 in Review
46 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2015, worth a combined $57.1M — down 21% from $72.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WLFC and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 14 added.
The largest buyer was Rutabaga Capital Management, adding an estimated $346K. The largest seller was Acadian Asset Management, cutting an estimated $2.71M.
- 46 institutional investors held Willis Lease Finance (WLFC) as of Q1 2015, down from 48 in Q4 2014.
- Funds reported $57.1M of Willis Lease Finance stock for Q1 2015, down 21% quarter-over-quarter.
- 2 funds opened new Willis Lease Finance positions in Q1 2015 and 4 closed out, a net change of -2 holders.
- The largest Willis Lease Finance buyer in Q1 2015 was Rutabaga Capital Management, an estimated $346K added.
- The largest Willis Lease Finance seller in Q1 2015 was Acadian Asset Management, an estimated $2.71M sold.
Based on aggregated 13F filings for Q1 2015.