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Willis Lease Finance
WLFC

Overview Fund Activity

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.

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
11
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$495K
2
Citadel Advisors
2
Citadel Advisors
Florida
$483K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$398K
4
MI
4
M3F Inc
Utah
$31.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$328K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06M
2
JAM
2
Jacobs Asset Management
New York
$0
3
BlackRock
3
BlackRock
New York
$8.4M
4
Northern Trust
4
Northern Trust
Illinois
$1.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$31.4M 632,827 +6,101 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.3M 490,413 -2,524 -0.5%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.2M 246,497 -2,700 -1%
BlackRock
4
BlackRock
New York
$8.4M 169,349 -7,179 -4%
RC
5
RBF Capital
California
$5.34M 107,611 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.2M 104,869 +865 +0.8%
BCM
7
Bridgeway Capital Management
Texas
$3.51M 70,752 +1,545 +2%
Bank of America
8
Bank of America
North Carolina
$3.04M 61,315 -2,410 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.89M 58,251 -467 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$2.06M 41,545 -44,533 -52%
State Street
11
State Street
Massachusetts
$1.54M 31,047 -75 -0.2%
Northern Trust
12
Northern Trust
Illinois
$1.5M 30,308 -3,679 -11%
LI
13
Latash Investments
Alaska
$1.24M 25,000 – –
EF
14
Empowered Funds
Pennsylvania
$1.09M 22,062 +1,575 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$920K 18,545 -1,205 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$725K 14,604 -882 -6%
MCM
17
Maltese Capital Management
New York
$649K 13,083 – –
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$526K 10,604 -5 -0%
Invesco
19
Invesco
Georgia
$495K 9,966 +9,966 New
Citadel Advisors
20
Citadel Advisors
Florida
$483K 9,734 +9,734 New
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$426K 8,582 +2,443 +40%
Two Sigma Investments
22
Two Sigma Investments
New York
$398K 8,029 +8,029 New
Charles Schwab
23
Charles Schwab
California
$389K 7,847 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$328K 6,611 +2,791 +73%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$319K 6,432 +305 +5%
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