Willis Lease Finance
WLFC
36 hedge funds and large institutions have $91.9M invested in Willis Lease Finance in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more capital invested
Capital invested by funds: $68.1M → $91.9M (+$23.8M)
16% more funds holding
Funds holding: 31 → 36 (+5)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
25.71% less ownership
Funds ownership: 102.27% → 76.56% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$379K |
| 3 |
Citigroup
New York
|
+$365K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$229K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.14M |
| 2 |
Renaissance Technologies
New York
|
-$763K |
| 3 |
E
Ergoteles
New York
|
-$276K |
| 4 |
Millennium Management
New York
|
-$264K |
| 5 |
Bank of New York Mellon
New York
|
-$231K |
WLFC Hedge Fund Activity: Q4 2022 in Review
36 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2022, worth a combined $91.9M — up 35% from $68.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WLFC positions and 2 closed out — a net gain of 7 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.76M. The largest seller was Vanguard Group, cutting an estimated $1.14M.
- 36 institutional investors held Willis Lease Finance (WLFC) as of Q4 2022, up from 31 in Q3 2022.
- Funds reported $91.9M of Willis Lease Finance stock for Q4 2022, up 35% quarter-over-quarter.
- 9 funds opened new Willis Lease Finance positions in Q4 2022 and 2 closed out, a net change of +7 holders.
- The largest Willis Lease Finance buyer in Q4 2022 was Morgan Stanley, an estimated $1.76M added.
- The largest Willis Lease Finance seller in Q4 2022 was Vanguard Group, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2022.