Willis Lease Finance
WLFC
40 hedge funds and large institutions have $79M invested in Willis Lease Finance in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
2% less funds holding
Funds holding: 41 → 40 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
27.92% less ownership
Funds ownership: 129.83% → 101.91% (-28%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less capital invested
Capital invested by funds: $218M → $79M (-$139M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$427K |
| 2 |
RC
RBF Capital
San Francisco,
California
|
+$282K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$241K |
| 4 |
Barclays
London,
United Kingdom
|
+$91.6K |
| 5 |
JP Morgan Chase
New York
|
+$74.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Water Island Capital
New York
|
-$138M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$1.04M |
| 3 |
Renaissance Technologies
New York
|
-$974K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$226K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$223K |
WLFC Hedge Fund Activity: Q4 2021 in Review
40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2021, worth a combined $79M — down 64% from $218M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WLFC and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 18 added.
The largest buyer was Vanguard Group, adding an estimated $427K. The largest seller was Water Island Capital, exiting entirely with an estimated $138M sold.
- 40 institutional investors held Willis Lease Finance (WLFC) as of Q4 2021, down from 41 in Q3 2021.
- Funds reported $79M of Willis Lease Finance stock for Q4 2021, down 64% quarter-over-quarter.
- 3 funds opened new Willis Lease Finance positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest Willis Lease Finance buyer in Q4 2021 was Vanguard Group, an estimated $427K added.
- The largest Willis Lease Finance seller in Q4 2021 was Water Island Capital, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2021.