Willis Lease Finance
WLFC
48 hedge funds and large institutions have $100M invested in Willis Lease Finance in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
49% more capital invested
Capital invested by funds: $67.3M → $100M (+$32.8M)
9% more funds holding
Funds holding: 44 → 48 (+4)
5.04% more ownership
Funds ownership: 108.06% → 113.1% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$4.91M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$1.09M |
| 3 |
BlackRock
New York
|
+$732K |
| 4 |
RC
RBF Capital
San Francisco,
California
|
+$491K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.88M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$435K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$333K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$216K |
WLFC Hedge Fund Activity: Q1 2021 in Review
48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2021, worth a combined $100M — up 49% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WLFC positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was M3F Inc, adding an estimated $4.91M. The largest seller was Vanguard Group, cutting an estimated $1.88M.
- 48 institutional investors held Willis Lease Finance (WLFC) as of Q1 2021, up from 44 in Q4 2020.
- Funds reported $100M of Willis Lease Finance stock for Q1 2021, up 49% quarter-over-quarter.
- 6 funds opened new Willis Lease Finance positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest Willis Lease Finance buyer in Q1 2021 was M3F Inc, an estimated $4.91M added.
- The largest Willis Lease Finance seller in Q1 2021 was Vanguard Group, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2021.