Willis Lease Finance
WLFC
50 hedge funds and large institutions have $73.9M invested in Willis Lease Finance in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2.32% more ownership
Funds ownership: 105.57% → 107.89% (+2.3%)
2% more funds holding
Funds holding: 49 → 50 (+1)
11% less capital invested
Capital invested by funds: $83M → $73.9M (-$9.05M)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.44M |
| 2 |
Renaissance Technologies
New York
|
+$1.02M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$488K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$268K |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$1.07M |
| 2 |
SIM
Spark Investment Management
New York
|
-$284K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$225K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$215K |
| 5 |
TA
Teachers Advisors
New York
|
-$212K |
WLFC Hedge Fund Activity: Q2 2018 in Review
50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q2 2018, worth a combined $73.9M — down 11% from $83M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WLFC positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 22 trimmed.
The largest buyer was M3F Inc, opening a new position worth an estimated $1.44M. The largest seller was Tredje AP-fonden, cutting an estimated $1.07M.
- 50 institutional investors held Willis Lease Finance (WLFC) as of Q2 2018, up from 49 in Q1 2018.
- Funds reported $73.9M of Willis Lease Finance stock for Q2 2018, down 11% quarter-over-quarter.
- 4 funds opened new Willis Lease Finance positions in Q2 2018 and 3 closed out, a net change of +1 holder.
- The largest Willis Lease Finance buyer in Q2 2018 was M3F Inc, an estimated $1.44M added.
- The largest Willis Lease Finance seller in Q2 2018 was Tredje AP-fonden, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2018.