WLFC icon

Willis Lease Finance
WLFC

Overview Fund Activity

81 hedge funds and large institutions have $366M invested in Willis Lease Finance in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
23
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PHS
1
Pekin Hardy Strauss
Illinois
$4.14M
2
American Century Companies
2
American Century Companies
Missouri
$3.59M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.41M
4
Charles Schwab
4
Charles Schwab
California
$3.42M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.48M

Top Sellers

1
MI
1
M3F Inc
Utah
$84.7M
2
P2P
2
Phase 2 Partners
California
$7.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$532K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$208K
5
LI
5
Latash Investments
Alaska
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$84.7M 569,229 -52,500 -8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$73.5M 493,972 +6,381 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$36.3M 243,997 -1,500 -0.6%
BlackRock
4
BlackRock
New York
$28.2M 189,557 +5,549 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3M 123,022 +1,171 +1%
RC
6
RBF Capital
California
$16M 107,611 – –
BCM
7
Bridgeway Capital Management
Texas
$11.3M 75,908 +6,826 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.98M 67,021 +1,886 +3%
Bank of America
9
Bank of America
North Carolina
$8.98M 60,342 -1,522 -2%
P2P
10
Phase 2 Partners
California
$7.8M 52,428 -17,965 -26%
Morgan Stanley
11
Morgan Stanley
New York
$6.82M 45,855 +4,774 +12%
State Street
12
State Street
Massachusetts
$5.94M 39,926 +2,805 +8%
EF
13
Empowered Funds
Pennsylvania
$4.91M 33,008 +9,326 +39%
Northern Trust
14
Northern Trust
Illinois
$4.23M 28,431 -754 -3%
PHS
15
Pekin Hardy Strauss
Illinois
$4.14M 29,791 +29,791 New
American Century Companies
16
American Century Companies
Missouri
$3.59M 24,157 +24,157 New
Charles Schwab
17
Charles Schwab
California
$3.42M 22,990 +14,590 +174%
PIP
18
Palisades Investment Partners
California
$2.85M 19,120 +1,156 +6%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.63M 17,663 +5,731 +48%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.5M 16,782 -2,950 -15%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.41M 16,206 +16,206 New
LI
22
Latash Investments
Alaska
$2.38M 16,000 -4,000 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.11M 14,183 +56 +0.4%
MCM
24
Maltese Capital Management
New York
$1.74M 11,683 – –
EI
25
EAM Investors
California
$1.54M 10,332 -3,044 -23%
1
2 3 4