Heritage Financial
HFWA
128 hedge funds and large institutions have $379M invested in Heritage Financial in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
6% more funds holding
Funds holding: 121 → 128 (+7)
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
2% more capital invested
Capital invested by funds: $372M → $379M (+$7.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$4.22M |
| 2 |
Goldman Sachs
New York
|
+$2.21M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.65M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.46M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$4.33M |
| 2 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$4.12M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$1.43M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.11M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$836K |
HFWA Hedge Fund Activity: Q2 2016 in Review
128 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2016, worth a combined $379M — up 2.1% from $372M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HFWA positions and 6 closed out — a net gain of 8 holders — while 42 added to existing stakes and 41 trimmed.
The largest buyer was APG Asset Management, opening a new position worth an estimated $4.22M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $4.33M sold.
- 128 institutional investors held Heritage Financial (HFWA) as of Q2 2016, up from 121 in Q1 2016.
- Funds reported $379M of Heritage Financial stock for Q2 2016, up 2.1% quarter-over-quarter.
- 14 funds opened new Heritage Financial positions in Q2 2016 and 6 closed out, a net change of +8 holders.
- The largest Heritage Financial buyer in Q2 2016 was APG Asset Management, an estimated $4.22M added.
- The largest Heritage Financial seller in Q2 2016 was Hilton Capital Management, an estimated $4.33M sold.
Based on aggregated 13F filings for Q2 2016.