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WaFd
WAFD

Overview Fund Activity

247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
–

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$33.1M
2
BlackRock
BlackRock
New York
$363M
3
Bank of America
Bank of America
North Carolina
$21.5M
4
DIA
Dean Investment Associates
Ohio
$7.75M
5
PAM
Panagora Asset Management
Massachusetts
$47.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
2
Deutsche Bank
Deutsche Bank
Germany
$11M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$17.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.23M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
PO
227
Private Ocean
California
$12K +$12K +356 New
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$10K – – –
TWA
229
TCI Wealth Advisors
Arizona
$8K – – –
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$7K – – –
FMP
231
Financial Management Professionals
Texas
$7K – – –
HNB
232
Huntington National Bank
Ohio
$5K +$5K +155 New
GAM
233
Gemmer Asset Management
California
$4K – – –
GRP
234
Global Retirement Partners
California
$4K – – –
S
235
SignatureFD
Georgia
$4K +$4K +121 New
VCM
236
Versant Capital Management
Arizona
$3K -$1.16K -42 -28%
ClearBridge Investments
237
ClearBridge Investments
New York
$3K – – –
GWM
238
Geneos Wealth Management
Colorado
$3K – – –
WEC
239
Winslow Evans & Crocker
Massachusetts
$2.91K – – –
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
QI
241
QS Investors
New York
$2K – – –
SWP
242
Stratos Wealth Partners
Ohio
$2K – – –
Simplex Trading
243
Simplex Trading
Illinois
$2K +$2K +65 New
QCG
244
Quadrant Capital Group
Ohio
$1K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MOS
246
MGO One Seven
Ohio
$1K – – –
FMA
247
FNY Managed Accounts
New York
$1K +$1K +42 New
AAMU
248
Amundi Asset Management US
Massachusetts
– -$2.96M -86,283 Closed
3C
249
361 Capital
Colorado
– -$2.11M -61,496 Closed
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
– -$1.8M -52,586 Closed
7 8 9
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