Willis Lease Finance
WLFC
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.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
353% more capital inflows, than outflows
Capital inflows: $10.8M | Capital outflows: $2.39M
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
28% more funds holding
Funds holding: 50 → 64 (+14)
1.13% more ownership
Funds ownership: 35.33% → 36.46% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Phase 2 Partners
San Francisco,
California
|
+$4.08M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$985K |
| 3 |
BlackRock
New York
|
+$850K |
| 4 |
EAM Investors
Solana Beach,
California
|
+$776K |
| 5 |
Goldman Sachs
New York
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$644K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$319K |
| 3 |
LI
Latash Investments
Anchorage,
Alaska
|
-$290K |
| 4 |
JP Morgan Chase
New York
|
-$206K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$164K |
WLFC Hedge Fund Activity: Q2 2024 in Review
64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q2 2024, worth a combined $166M — up 49% from $112M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WLFC positions and 3 closed out — a net gain of 14 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Phase 2 Partners, opening a new position worth an estimated $4.08M. The largest seller was M3F Inc, cutting an estimated $644K.
- 64 institutional investors held Willis Lease Finance (WLFC) as of Q2 2024, up from 50 in Q1 2024.
- Funds reported $166M of Willis Lease Finance stock for Q2 2024, up 49% quarter-over-quarter.
- 17 funds opened new Willis Lease Finance positions in Q2 2024 and 3 closed out, a net change of +14 holders.
- The largest Willis Lease Finance buyer in Q2 2024 was Phase 2 Partners, an estimated $4.08M added.
- The largest Willis Lease Finance seller in Q2 2024 was M3F Inc, an estimated $644K sold.
Based on aggregated 13F filings for Q2 2024.