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Willis Lease Finance
WLFC

Overview Fund Activity

103 hedge funds and large institutions have $573M invested in Willis Lease Finance in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
34
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Ophir Asset Management
Australia
$35M
2
FTIA
2
Four Tree Island Advisory
New Hampshire
$16.3M
3
UBS Group
3
UBS Group
Switzerland
$11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M

Top Sellers

1
MI
1
M3F Inc
Utah
$105M
2
Bank of America
2
Bank of America
North Carolina
$8.63M
3
American Century Companies
3
American Century Companies
Missouri
$1.44M
4
P2P
4
Phase 2 Partners
California
$7.77M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$106M 511,472 +17,500 +4%
MI
2
M3F Inc
Utah
$105M 504,229 -65,000 -11%
Renaissance Technologies
3
Renaissance Technologies
New York
$49.4M 237,897 -6,100 -3%
BlackRock
4
BlackRock
New York
$41.2M 198,349 +8,792 +5%
OAM
5
Ophir Asset Management
Australia
$35M 168,667 +168,667 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$29.5M 142,100 +19,078 +16%
RC
7
RBF Capital
California
$22.3M 107,611 – –
FTIA
8
Four Tree Island Advisory
New Hampshire
$16.3M 78,381 +78,381 New
BCM
9
Bridgeway Capital Management
Texas
$15.3M 73,565 -2,343 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.9M 67,158 +137 +0.2%
State Street
11
State Street
Massachusetts
$11.9M 57,253 +17,327 +43%
UBS Group
12
UBS Group
Switzerland
$11M 52,892 +50,206 +1,869%
Morgan Stanley
13
Morgan Stanley
New York
$9.38M 45,213 -642 -1%
Bank of America
14
Bank of America
North Carolina
$8.63M 41,603 -18,739 -31%
P2P
15
Phase 2 Partners
California
$7.77M 37,455 -14,973 -29%
EF
16
Empowered Funds
Pennsylvania
$7.19M 34,628 +1,620 +5%
Northern Trust
17
Northern Trust
Illinois
$6.25M 30,118 +1,687 +6%
PHS
18
Pekin Hardy Strauss
Illinois
$6.18M 29,776 -15 -0.1%
Charles Schwab
19
Charles Schwab
California
$4.81M 23,188 +198 +0.9%
PIP
20
Palisades Investment Partners
California
$4.34M 20,928 +1,808 +9%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.21M 20,295 +2,632 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.9M 18,770 +1,988 +12%
OFCM
23
One Fin Capital Management
California
$3.42M 16,455 +16,455 New
Goldman Sachs
24
Goldman Sachs
New York
$3.17M 15,259 +7,968 +109%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.95M 14,197 +14 +0.1%
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