Heritage Financial
HFWA
123 hedge funds and large institutions have $587M invested in Heritage Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 39
1.37% more ownership
Funds ownership: 79.99% → 81.37% (+1.4%)
6% less funds holding
Funds holding: 131 → 123 (-8)
29% less capital invested
Capital invested by funds: $829M → $587M (-$242M)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$17.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.61M |
| 3 |
JP Morgan Chase
New York
|
+$2.41M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.28M |
| 5 |
Bank of New York Mellon
New York
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$8.54M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.43M |
| 3 |
Millennium Management
New York
|
-$2.58M |
| 4 |
MOACM
Mutual of America Capital Management
New York
|
-$2.57M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.52M |
HFWA Hedge Fund Activity: Q1 2020 in Review
123 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2020, worth a combined $587M — down 29% from $829M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HFWA and 14 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 46 added.
The largest buyer was Victory Capital Management, adding an estimated $17.4M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $8.54M sold.
- 123 institutional investors held Heritage Financial (HFWA) as of Q1 2020, down from 131 in Q4 2019.
- Funds reported $587M of Heritage Financial stock for Q1 2020, down 29% quarter-over-quarter.
- 14 funds opened new Heritage Financial positions in Q1 2020 and 20 closed out, a net change of -6 holders.
- The largest Heritage Financial buyer in Q1 2020 was Victory Capital Management, an estimated $17.4M added.
- The largest Heritage Financial seller in Q1 2020 was Stieven Capital Advisors, an estimated $8.54M sold.
Based on aggregated 13F filings for Q1 2020.