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WaFd
WAFD

Overview Fund Activity

239 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-8
Holders Change %
-3.24%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
80
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$385M
2
Bank of America
2
Bank of America
North Carolina
$30.8M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$8.82M
4
Goldman Sachs
4
Goldman Sachs
New York
$72.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$8.27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.5M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
SFM
4
Systematic Financial Management
New Jersey
$24.5M
5
FP
5
Foundry Partners
Minnesota
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Centaurus Financial
California
$7K +$7K +229 New
FMP
227
Financial Management Professionals
Texas
$6K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$6K – – –
S
229
SignatureFD
Georgia
$6K +$1.75K +50 +41%
GAM
230
Gemmer Asset Management
California
$4K – – –
GRP
231
Global Retirement Partners
California
$4K – – –
WEC
232
Winslow Evans & Crocker
Massachusetts
$4K – – –
VCM
233
Versant Capital Management
Arizona
$3K -$85 -3 -3%
ClearBridge Investments
234
ClearBridge Investments
New York
$2K -$133 -5 -6%
QI
235
QS Investors
New York
$2K – – –
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
QCG
237
Quadrant Capital Group
Ohio
$2K +$776 +33 +63%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EMG
239
ETF Managers Group
New Jersey
$60 +$16 +782 +37%
Ninety One (UK)
240
Ninety One (UK)
United Kingdom
– -$17.4M -503,697 Closed
Lazard Asset Management
241
Lazard Asset Management
New York
– -$13.6M -392,686 Closed
WI
242
WBI Investments
New Jersey
– -$7.05M -203,662 Closed
CEP
243
Chicago Equity Partners
Illinois
– -$3.08M -89,125 Closed
State of Tennessee, Department of Treasury
244
State of Tennessee, Department of Treasury
Tennessee
– -$2.08M -60,000 Closed
PP
245
Paloma Partners
Connecticut
– -$1.38M -39,792 Closed
SCM
246
Stevens Capital Management
Pennsylvania
– -$1.26M -36,528 Closed
LCM
247
Laurion Capital Management
New York
– -$1.2M -34,604 Closed
AL
248
AJO LP
Pennsylvania
– -$1.08M -31,125 Closed
Squarepoint
249
Squarepoint
New York
– -$784K -22,663 Closed
SFI
250
Susquehanna Fundamental Investments
Pennsylvania
– -$776K -22,440 Closed
7 8 9
10
11