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242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 224242 (+18)

1% more capital invested

Capital invested by funds: $2.47B → $2.49B (+$19M)

0.71% more ownership

Funds ownership: 82.96%83.67% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gemmer Asset Management
California
$4K
GRP
227
Global Retirement Partners
California
$4K +$4.12K +120 New
ClearBridge Investments
228
ClearBridge Investments
New York
$3K -$67.7K -1,973 -96%
GWM
229
Geneos Wealth Management
Colorado
$3K
WCBA
230
Weaver C. Barksdale & Associates
Tennessee
$3K +$103 +3 +3%
WEC
231
Winslow Evans & Crocker
Massachusetts
$2.88K
QI
232
QS Investors
New York
$2K -$1.44K -42 -39%
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PA
234
Parallel Advisors
California
$2K
AssetMark Inc
235
AssetMark Inc
California
$2K +$755 +22 +71%
SWP
236
Stratos Wealth Partners
Ohio
$2K +$1.58K +46 New
BBHC
237
Brown Brothers Harriman & Co
New York
$2K +$1.72K +50 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.92K +56 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1K
QCG
240
Quadrant Capital Group
Ohio
$1K
MOS
241
MGO One Seven
Ohio
$1K +$652 +19 New
STA
242
Summit Trail Advisors
New York
$1K +$1.1K +32 New
NFA
243
Nationwide Fund Advisors
Ohio
-$7.94M -235,973 Closed
Robeco Institutional Asset Management
244
Robeco Institutional Asset Management
Netherlands
-$3.78M -112,349 Closed
Credit Agricole
245
Credit Agricole
France
-$2M -59,471 Closed
Two Sigma Advisers
246
Two Sigma Advisers
New York
-$1.66M -49,364 Closed
CA
247
Cetera Advisors
Colorado
-$1.46M -43,280 Closed
OAM
248
Oxford Asset Management
United Kingdom
-$1.17M -34,327 Closed
JG
249
Jefferies Group
New York
-$698K -20,748 Closed
Walleye Trading
250
Walleye Trading
New York
-$685 -20,366 Closed

WAFD Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2017, worth a combined $2.49B — up 0.77% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 16 closed out — a net gain of 18 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $45.3M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2017, up from 224 in Q3 2017.
  • Funds reported $2.49B of WaFd stock for Q4 2017, up 0.77% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q4 2017 and 16 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2017 was Deutsche Bank, an estimated $18.3M added.
  • The largest WaFd seller in Q4 2017 was Fidelity Investments, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.