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Willis Lease Finance
WLFC

Overview Fund Activity

64 hedge funds and large institutions have $166M invested in Willis Lease Finance in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
24
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P2P
1
Phase 2 Partners
California
$4.88M
2
PIP
2
Palisades Investment Partners
California
$1.24M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.44M
4
BlackRock
4
BlackRock
New York
$12.8M
5
EI
5
EAM Investors
California
$927K

Top Sellers

1
MI
1
M3F Inc
Utah
$43.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$293K
3
LI
3
Latash Investments
Alaska
$1.39M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$212K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$43.1M 621,729 -11,098 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.8M 487,591 -2,822 -0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$17M 245,497 -1,000 -0.4%
BlackRock
4
BlackRock
New York
$12.8M 184,008 +14,659 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.44M 121,851 +16,982 +16%
RC
6
RBF Capital
California
$7.46M 107,611 – –
P2P
7
Phase 2 Partners
California
$4.88M 70,393 +70,393 New
BCM
8
Bridgeway Capital Management
Texas
$4.79M 69,082 -1,670 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.51M 65,135 +6,884 +12%
Bank of America
10
Bank of America
North Carolina
$4.29M 61,864 +549 +0.9%
Morgan Stanley
11
Morgan Stanley
New York
$2.85M 41,081 -464 -1%
State Street
12
State Street
Massachusetts
$2.57M 37,121 +6,074 +20%
Northern Trust
13
Northern Trust
Illinois
$2.02M 29,185 -1,123 -4%
EF
14
Empowered Funds
Pennsylvania
$1.64M 23,682 +1,620 +7%
LI
15
Latash Investments
Alaska
$1.39M 20,000 -5,000 -20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.37M 19,732 +1,187 +6%
PIP
17
Palisades Investment Partners
California
$1.24M 17,964 +17,964 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$979K 14,127 -477 -3%
EI
19
EAM Investors
California
$927K 13,376 +13,376 New
Two Sigma Investments
20
Two Sigma Investments
New York
$892K 12,878 +4,849 +60%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$827K 11,932 +3,350 +39%
MCM
22
Maltese Capital Management
New York
$810K 11,683 -1,400 -11%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$735K 10,605 +1 +0%
Charles Schwab
24
Charles Schwab
California
$582K 8,400 +553 +7%
Invesco
25
Invesco
Georgia
$581K 8,386 -1,580 -16%
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