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WesBanco
WSBC

126 hedge funds and large institutions have $597M invested in WesBanco in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $505M → $597M (+$91.7M)

5% more funds holding

Funds holding: 120 → 126 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
35
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$8.47M
2
Macquarie Group
Macquarie Group
Australia
+$5.9M
3
WHG
Westwood Holdings Group
Texas
+$5.31M
4
BFA
BlackRock Fund Advisors
California
+$3.2M
5
Stifel Financial
Stifel Financial
Missouri
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$3.04M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.83M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.43M
4
KCM
Kennedy Capital Management
Missouri
-$2.17M
5
PI
Putnam Investments
Massachusetts
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WealthTrust-Arizona
Arizona
$81K – – –
Barclays
102
Barclays
United Kingdom
$73K +$55.9K +1,675 +365%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$70K +$1.07K +32 +2%
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$69K – – –
Canada Life
105
Canada Life
Manitoba, Canada
$65K – – –
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$51K +$2K +60 +4%
PCM
107
Prelude Capital Management
New York
$38K +$36.7K +1,100 New
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K +$35K +1,050 New
SSB
109
Sandy Spring Bank
Maryland
$35K – – –
BlackRock
110
BlackRock
New York
$33K – – –
DADC
111
D.A. Davidson & Co
Montana
$32K – – –
HCC
112
Hirtle Callaghan & Co
Pennsylvania
$30K – – –
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$29K -$5.84K -175 -18%
HRIA
114
Haberer Registered Investment Advisor
Ohio
$23K – – –
MCM
115
Manchester Capital Management
Vermont
$23K +$21.7K +650 New
TSW
116
Thompson Siegel & Walmsley
Virginia
$21K – – –
FAM
117
Formidable Asset Management
Ohio
$14K – – –
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8K -$2.83M -84,777 -19%
First Manhattan
119
First Manhattan
New York
$12K – – –
CHC
120
City Holding Co
West Virginia
$9K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$6K – – –
TRCT
122
Tower Research Capital (TRC)
New York
$2K -$41K -1,229 -96%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$2K +$1.63K +49 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.7K +51 New
BC
125
Bartlett & Co
Ohio
$1K +$1.37K +41 New
2 3 4
5
6

WSBC Hedge Fund Activity: Q4 2014 in Review

126 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WesBanco (WSBC) for Q4 2014, worth a combined $597M — up 18% from $505M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSBC positions and 13 closed out — a net gain of 8 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $8.47M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $3.04M sold.

  • 126 institutional investors held WesBanco (WSBC) as of Q4 2014, up from 120 in Q3 2014.
  • Funds reported $597M of WesBanco stock for Q4 2014, up 18% quarter-over-quarter.
  • 21 funds opened new WesBanco positions in Q4 2014 and 13 closed out, a net change of +8 holders.
  • The largest WesBanco buyer in Q4 2014 was Boston Trust Walden, an estimated $8.47M added.
  • The largest WesBanco seller in Q4 2014 was Segall Bryant & Hamill, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2014.