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World Acceptance Corp
WRLD

155 hedge funds and large institutions have $752M invested in World Acceptance Corp in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 146 → 155 (+9)

16% less capital invested

Capital invested by funds: $891M → $752M (-$139M)

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

45% less call options, than puts

Call options by funds: $7.7M | Put options by funds: $14M

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
4.5%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
20
Increased
46
Reduced
67
Closed
11
Calls
$7.7M
Puts
$14M
Net Calls
-$6.28M
Net Calls Change
+$7.35M

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$16.4M
2
GIG
Goodnow Investment Group
Connecticut
+$9.81M
3
TCP
TAMRO Capital Partners
Virginia
+$8.76M
4
LCP
Lombardia Capital Partners
California
+$6.57M
5
OAM
Oxford Asset Management
United Kingdom
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.5M
2
KIM
Kestrel Investment Management
California
-$23.6M
3
Norges Bank
Norges Bank
Norway
-$9.29M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$5.61M
5
Ameriprise
Ameriprise
Minnesota
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.69M -$539K -6,947 -11%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$3.66M -$128K -1,656 -3%
Ameriprise
28
Ameriprise
Minnesota
$3.57M -$4.41M -56,869 -52%
American Century Companies
29
American Century Companies
Missouri
$3.23M +$101K +1,306 +3%
Marshall Wace
30
Marshall Wace
United Kingdom
$3.19M +$2.45M +31,579 +201%
SCM
31
Southport Capital Management
Tennessee
$3.12M -$9.69K -125 -0.3%
Wells Fargo
32
Wells Fargo
California
$2.96M +$1.12M +14,406 +49%
Prudential Financial
33
Prudential Financial
New Jersey
$2.86M +$195K +2,510 +6%
KIM
34
Kestrel Investment Management
California
$2.83M -$23.6M -304,200 -88%
NPIT
35
National Penn Investors Trust
Pennsylvania
$2.75M +$47.3K +610 +2%
Charles Schwab
36
Charles Schwab
California
$2.65M +$138K +1,780 +5%
IA
37
Icon Advisers
Colorado
$2.64M +$63.2K +815 +2%
SGAM
38
Smith Group Asset Management
Texas
$2.61M -$10.1K -130 -0.3%
OAM
39
Oxford Asset Management
United Kingdom
$2.58M +$2.93M +37,833 New
SAM
40
Shell Asset Management
Netherlands
$2.56M +$276K +3,565 +10%
BC
41
Burney Company
Virginia
$2.51M -$301K -3,880 -9%
First Trust Advisors
42
First Trust Advisors
Illinois
$2.48M +$107K +1,379 +4%
Deutsche Bank
43
Deutsche Bank
Germany
$2.48M +$588K +7,578 +26%
Invesco
44
Invesco
Georgia
$2.27M -$1.16M -15,022 -31%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.19M -$41.2K -531 -2%
TCIM
46
TIAA CREF Investment Management
New York
$2.1M -$183K -2,359 -7%
QBFM
47
QS Batterymarch Financial Management
New York
$2.03M -$166K -2,140 -7%
DCM
48
Dupont Capital Management
Delaware
$2.01M – – –
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.96M – – –
Morgan Stanley
50
Morgan Stanley
New York
$1.85M +$138K +1,775 +7%
1
2
3 4 5

WRLD Hedge Fund Activity: Q3 2014 in Review

155 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in World Acceptance Corp (WRLD) for Q3 2014, worth a combined $752M — down 16% from $891M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WRLD positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 67 trimmed.

The largest buyer was AJO LP, adding an estimated $16.4M. The largest seller was Fidelity Investments, cutting an estimated $32.5M.

  • 155 institutional investors held World Acceptance Corp (WRLD) as of Q3 2014, up from 146 in Q2 2014.
  • Funds reported $752M of World Acceptance Corp stock for Q3 2014, down 16% quarter-over-quarter.
  • 20 funds opened new World Acceptance Corp positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest World Acceptance Corp buyer in Q3 2014 was AJO LP, an estimated $16.4M added.
  • The largest World Acceptance Corp seller in Q3 2014 was Fidelity Investments, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2014.