Willis Lease Finance Corp: Ownership
| Ownership Information |
| Shares Outstanding |
9.00 Mil | | Institutional Ownership (%) | 56.09 | | Top 10 Institutions (%) | 49.30 | | Mutual Fund Ownership (%) | .32 | | 5%/Insider Ownership (%) | 33.07 | | Float (%) | 66.93 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
38 | 5,048,260 | | New Positions | 9 | 0 | | Soldout Positions | 14 | 0 | | Net Position Change | 6 | -73,736 | | Buyers | 26 | 557,371 | | Sellers | 20 | -631,107 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Jacobs Asset Management, LLC |
1,170,595 |
29,700 |
2.6 |
3,287,537 |
12.8 |
5.1 |
06-30-09 |
| Wells Capital Management Inc. |
780,073 |
-49,900 |
-6.0 |
1,453,444 |
8.5 |
0.0 |
06-30-09 |
| Dimensional Fund Advisors, LP |
779,690 |
32,487 |
4.3 |
855,059 |
8.5 |
0.0 |
09-30-09 |
| Castine Capital Management, L.L.C. |
435,401 |
400 |
0.1 |
1,110,150 |
4.7 |
2.4 |
06-30-09 |
| AXA Rosenberg Investment Management LLC |
352,732 |
-44,630 |
-11.2 |
423,754 |
3.8 |
0.0 |
06-30-09 |
| Wellington Management Company, LLP |
255,750 |
116,647 |
83.9 |
1,883,730 |
2.8 |
0.0 |
06-30-09 |
| Vanguard Group, Inc. |
177,270 |
7,044 |
4.1 |
524,791 |
1.9 |
0.0 |
06-30-09 |
| J.S. Oliver Capital Management, L.P. |
171,757 |
-86,243 |
-33.4 |
-476,188 |
1.9 |
6.2 |
06-30-09 |
| Sandler O'Neill Asset Management, L.L.C. |
162,300 |
0 |
0.0 |
412,242 |
1.8 |
0.4 |
06-30-09 |
| Barclays Global Investors, N.A. |
151,286 |
118,024 |
354.8 |
1,632,960 |
1.6 |
0.0 |
06-30-09 |
| GlobeFlex Capital, L.P. |
78,700 |
78,700 |
100.0 |
1,075,829 |
0.9 |
0.1 |
09-30-09 |
| Voyageur Asset Management Inc. |
68,000 |
0 |
0.0 |
37,400 |
0.7 |
0.0 |
09-30-09 |
| State Teachers Retirement System of Ohio |
66,500 |
0 |
0.0 |
36,575 |
0.7 |
0.0 |
09-30-09 |
| Brandywine Global Investment Management, LLC |
53,671 |
-9,800 |
-15.4 |
32,641 |
0.6 |
0.0 |
06-30-09 |
| Bridgeway Capital Management, Inc. |
49,700 |
49,700 |
100.0 |
652,064 |
0.5 |
0.0 |
06-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/25/2009 12:51 AM Eastern Time