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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$2K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$1K
PHK
228
Point72 Hong Kong
Hong Kong
$1K +$976 +29 New
SWP
229
Stratos Wealth Partners
Ohio
$1K +$1.55K +46 New
CLM
230
ClearBridge LLC (Maryland)
Maryland
-$23.3K -713,597 Closed
MWNA
231
Marshall Wace North America
New York
-$7.12M -217,691 Closed
KCM
232
Kennedy Capital Management
Missouri
-$6.8M -207,839 Closed
PP
233
Prudential plc
United Kingdom
-$3.73M -113,975 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
-$913K -27,916 Closed
Two Sigma Advisers
235
Two Sigma Advisers
New York
-$500K -15,279 Closed
BCM
236
BlueCrest Capital Management
Jersey
-$453K -13,845 Closed
AA
237
ALPS Advisors
Colorado
-$417K -12,755 Closed
Neuberger Berman Group
238
Neuberger Berman Group
New York
-$382K -11,690 Closed
MC
239
Menta Capital
California
-$376K -11,500 Closed
FCBT
240
First Citizens Bank & Trust
North Carolina
-$276K -8,434 Closed
SCC
241
Spring Creek Capital
Kansas
-$260K -7,963 Closed
YMRC
242
Yorktown Management & Research Company
Virginia
-$255K -7,800 Closed
SBH
243
Segall Bryant & Hamill
Illinois
-$254K -7,770 Closed
ZCA
244
Zeke Capital Advisors
Pennsylvania
-$234K -7,151 Closed
O
245
OppenheimerFunds
New York
-$203K -6,217 Closed
SCM
246
Shelton Capital Management
Colorado
-$202K -6,164 Closed
PIA
247
Piedmont Investment Advisors
North Carolina
-$48K -1,466 Closed
HCM
248
Highlander Capital Management
New Jersey
-$46K -1,417 Closed
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
-$20K -611 Closed
Loomis, Sayles & Company
250
Loomis, Sayles & Company
Massachusetts
-$9K -285 Closed

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.