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WesBanco

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: 120126 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$81M +$1.03M +30,830 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.5M +$1.17M +34,950 +2%
WB
3
WesBanco Bank
West Virginia
$59.7M -$655K -19,637 -1%
Macquarie Group
4
Macquarie Group
Australia
$45.8M +$5.9M +177,014 +16%
BIT
5
BlackRock Institutional Trust
California
$26.8M -$210K -6,307 -0.8%
BFA
6
BlackRock Fund Advisors
California
$22.6M +$3.2M +96,042 +17%
Allianz Asset Management
7
Allianz Asset Management
Germany
$21.1M +$2.92M +87,530 +17%
Northern Trust
8
Northern Trust
Illinois
$20.4M -$203K -6,076 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.7M -$2.43M -72,816 -13%
LSV Asset Management
10
LSV Asset Management
Illinois
$16.9M -$904K -27,100 -5%
GT
11
Glenmede Trust
Pennsylvania
$16.7M +$1.11M +33,151 +7%
State Street
12
State Street
Massachusetts
$15.1M +$245K +7,332 +2%
PI
13
Putnam Investments
Massachusetts
$12.5M -$2.16M -64,690 -15%
DGHMC
14
Dalton, Greiner, Hartman, Maher & Co
New York
$11.3M +$104K +3,113 +1%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$10.5M +$2.99M +89,564 +42%
Norges Bank
16
Norges Bank
Norway
$9.9M
BTW
17
Boston Trust Walden
Massachusetts
$8.84M +$8.47M +254,009 New
JP Morgan Chase
18
JP Morgan Chase
New York
$8.6M -$377K -11,303 -4%
WHG
19
Westwood Holdings Group
Texas
$7.61M +$5.31M +159,300 +268%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.15M +$125K +3,743 +2%
HAM
21
Hillcrest Asset Management
Texas
$7.05M +$57.2K +1,716 +0.9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$6.95M +$382K +11,456 +6%
NFA
23
Nationwide Fund Advisors
Ohio
$6.41M +$1.74M +52,261 +40%
TCIM
24
TIAA CREF Investment Management
New York
$3.98M -$138K -4,128 -3%
Stifel Financial
25
Stifel Financial
Missouri
$3.86M +$3.09M +92,641 +510%

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.