Willis Lease Finance
WLFC
50 hedge funds and large institutions have $112M invested in Willis Lease Finance in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
1% more capital invested
Capital invested by funds: $111M → $112M (+$995K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.64% less ownership
Funds ownership: 106.63% → 105.99% (-0.64%)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$482K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$471K |
| 3 |
Two Sigma Investments
New York
|
+$388K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$295K |
| 5 |
JP Morgan Chase
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
-$1.7M |
| 2 |
BlackRock
New York
|
-$347K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$178K |
| 4 |
Renaissance Technologies
New York
|
-$131K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$122K |
WLFC Hedge Fund Activity: Q1 2024 in Review
50 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2024, worth a combined $112M — up 0.9% from $111M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WLFC positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $482K. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $1.7M sold.
- 50 institutional investors held Willis Lease Finance (WLFC) as of Q1 2024, up from 49 in Q4 2023.
- Funds reported $112M of Willis Lease Finance stock for Q1 2024, up 0.9% quarter-over-quarter.
- 6 funds opened new Willis Lease Finance positions in Q1 2024 and 5 closed out, a net change of +1 holder.
- The largest Willis Lease Finance buyer in Q1 2024 was Invesco, an estimated $482K added.
- The largest Willis Lease Finance seller in Q1 2024 was Jacobs Asset Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2024.