Willis Lease Finance
WLFC
62 hedge funds and large institutions have $126M invested in Willis Lease Finance in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
23% more capital inflows, than outflows
Capital inflows: $8.29M | Capital outflows: $6.74M
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
11% more funds holding
Funds holding: 56 → 62 (+6)
0.63% more ownership
Funds ownership: 37.9% → 38.53% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$4.47M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$867K |
| 3 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$551K |
| 4 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$462K |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.33M |
| 3 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.27M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$651K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$335K |
WLFC Hedge Fund Activity: Q3 2019 in Review
62 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q3 2019, worth a combined $126M — down 3% from $130M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WLFC positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was M3F Inc, adding an estimated $4.47M. The largest seller was Renaissance Technologies, cutting an estimated $1.4M.
- 62 institutional investors held Willis Lease Finance (WLFC) as of Q3 2019, up from 56 in Q2 2019.
- Funds reported $126M of Willis Lease Finance stock for Q3 2019, down 3% quarter-over-quarter.
- 11 funds opened new Willis Lease Finance positions in Q3 2019 and 5 closed out, a net change of +6 holders.
- The largest Willis Lease Finance buyer in Q3 2019 was M3F Inc, an estimated $4.47M added.
- The largest Willis Lease Finance seller in Q3 2019 was Renaissance Technologies, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2019.