WaFd
WAFD
221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.
993% more call options, than puts
Call options by funds: $295K | Put options by funds: $27K
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more capital invested
Capital invested by funds: $1.87B → $2.02B (+$152M)
6% more funds holding
Funds holding: 209 → 221 (+12)
22% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.9M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$7.75M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.2M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$6.21M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Acquisition
Seattle,
Washington
|
-$10.1M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$9.11M |
| 3 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$8.59M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.57M |
| 5 |
State Street
Boston,
Massachusetts
|
-$5.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
226
Jefferies Group
New York
| – | -$206K | -8,486 | Closed |
|
|
QT
227
Quantbot Technologies
New York
| – | -$133K | -5,495 | Closed |
|
228
Axa
Paris,
France
| – | -$95K | -3,900 | Closed |
|
|
CG
229
Cutler Group
San Francisco,
California
| – | -$9.59K | -374 | Closed |
|
|
VNA
230
Valley National Advisers
Bethlehem,
Pennsylvania
| – | +$410 | +16 | New |
|
WAFD Hedge Fund Activity: Q3 2016 in Review
221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.
The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.
- 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
- Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
- 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
- The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
- The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2016.