Willis Lease Finance
WLFC
69 hedge funds and large institutions have $133M invested in Willis Lease Finance in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
11% more funds holding
Funds holding: 62 → 69 (+7)
0.15% less ownership
Funds ownership: 38.53% → 38.38% (-0.15%)
8% less capital inflows, than outflows
Capital inflows: $5.45M | Capital outflows: $5.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$501K |
| 2 |
JP Morgan Chase
New York
|
+$409K |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$381K |
| 4 |
Millennium Management
New York
|
+$379K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.65M |
| 2 |
EAM Investors
Solana Beach,
California
|
-$563K |
| 3 |
Bridgeway Capital Management
Houston,
Texas
|
-$485K |
| 4 |
Maltese Capital Management
New York
|
-$480K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$409K |
WLFC Hedge Fund Activity: Q4 2019 in Review
69 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2019, worth a combined $133M — up 5.8% from $126M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WLFC positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $501K. The largest seller was Vanguard Group, cutting an estimated $1.65M.
- 69 institutional investors held Willis Lease Finance (WLFC) as of Q4 2019, up from 62 in Q3 2019.
- Funds reported $133M of Willis Lease Finance stock for Q4 2019, up 5.8% quarter-over-quarter.
- 11 funds opened new Willis Lease Finance positions in Q4 2019 and 4 closed out, a net change of +7 holders.
- The largest Willis Lease Finance buyer in Q4 2019 was Bank of New York Mellon, an estimated $501K added.
- The largest Willis Lease Finance seller in Q4 2019 was Vanguard Group, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2019.