Willis Lease Finance
WLFC
41 hedge funds and large institutions have $116M invested in Willis Lease Finance in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
27.22% more ownership
Funds ownership: 76.56% → 103.78% (+27%)
26% more capital invested
Capital invested by funds: $91.9M → $116M (+$24.3M)
14% more funds holding
Funds holding: 36 → 41 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$571K |
| 3 |
Jane Street
New York
|
+$536K |
| 4 |
HF
HRT Financial
New York
|
+$387K |
| 5 |
Goldman Sachs
New York
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$293K |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$212K |
| 3 |
6CM
683 Capital Management
New York
|
-$206K |
| 4 |
Renaissance Technologies
New York
|
-$170K |
| 5 |
Citigroup
New York
|
-$127K |
WLFC Hedge Fund Activity: Q1 2023 in Review
41 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2023, worth a combined $116M — up 26% from $91.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WLFC positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Millennium Management, adding an estimated $1.01M. The largest seller was Royal Bank of Canada, cutting an estimated $293K.
- 41 institutional investors held Willis Lease Finance (WLFC) as of Q1 2023, up from 36 in Q4 2022.
- Funds reported $116M of Willis Lease Finance stock for Q1 2023, up 26% quarter-over-quarter.
- 7 funds opened new Willis Lease Finance positions in Q1 2023 and 2 closed out, a net change of +5 holders.
- The largest Willis Lease Finance buyer in Q1 2023 was Millennium Management, an estimated $1.01M added.
- The largest Willis Lease Finance seller in Q1 2023 was Royal Bank of Canada, an estimated $293K sold.
Based on aggregated 13F filings for Q1 2023.