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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

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
PO
227
Private Ocean
California
$12K +$12.6K +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 +$5.5K +155 New
GAM
233
Gemmer Asset Management
California
$4K
GRP
234
Global Retirement Partners
California
$4K
S
235
SignatureFD
Georgia
$4K +$4.3K +121 New
VCM
236
Versant Capital Management
Arizona
$3K -$1.49K -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 +$2.31K +65 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1K
MOS
245
MGO One Seven
Ohio
$1K
QCG
246
Quadrant Capital Group
Ohio
$1K
FMA
247
FNY Managed Accounts
New York
$1K +$1.49K +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

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.