Willis Lease Finance
WLFC
82 hedge funds and large institutions have $367M invested in Willis Lease Finance in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
121% more capital invested
Capital invested by funds: $166M → $367M (+$201M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more funds holding
Funds holding: 64 → 82 (+18)
2.95% more ownership
Funds ownership: 109.39% → 112.34% (+3%)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$2.94M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$2.38M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.44M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$5.18M |
| 2 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$1.77M |
| 3 |
Two Sigma Investments
New York
|
-$918K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$581K |
| 5 |
Two Sigma Advisers
New York
|
-$494K |
WLFC Hedge Fund Activity: Q3 2024 in Review
82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q3 2024, worth a combined $367M — up 121% from $166M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WLFC positions and 7 closed out — a net gain of 18 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Pekin Hardy Strauss, opening a new position worth an estimated $2.94M. The largest seller was M3F Inc, cutting an estimated $5.18M.
- 82 institutional investors held Willis Lease Finance (WLFC) as of Q3 2024, up from 64 in Q2 2024.
- Funds reported $367M of Willis Lease Finance stock for Q3 2024, up 121% quarter-over-quarter.
- 25 funds opened new Willis Lease Finance positions in Q3 2024 and 7 closed out, a net change of +18 holders.
- The largest Willis Lease Finance buyer in Q3 2024 was Pekin Hardy Strauss, an estimated $2.94M added.
- The largest Willis Lease Finance seller in Q3 2024 was M3F Inc, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2024.