WaFd
WAFD
223 hedge funds and large institutions have $1.9B invested in WaFd in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 32 closing their positions.
0.82% more ownership
Funds ownership: 86.3% → 87.12% (+0.82%)
3% less funds holding
Funds holding: 231 → 223 (-8)
17% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 88
18% less capital invested
Capital invested by funds: $2.31B → $1.9B (-$410M)
25% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 32
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$20.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.8M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$14.3M |
| 4 |
Renaissance Technologies
New York
|
+$8.94M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$10.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$8.62M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$6.69M |
WAFD Hedge Fund Activity: Q4 2018 in Review
223 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2018, worth a combined $1.9B — down 18% from $2.31B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of WAFD and 24 opened new positions — a net loss of 8 holders — while 88 trimmed existing stakes and 73 added.
The largest buyer was JP Morgan Chase, adding an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $58.2M.
- 223 institutional investors held WaFd (WAFD) as of Q4 2018, down from 231 in Q3 2018.
- Funds reported $1.9B of WaFd stock for Q4 2018, down 18% quarter-over-quarter.
- 24 funds opened new WaFd positions in Q4 2018 and 32 closed out, a net change of -8 holders.
- The largest WaFd buyer in Q4 2018 was JP Morgan Chase, an estimated $20.8M added.
- The largest WaFd seller in Q4 2018 was Fidelity Investments, an estimated $58.2M sold.
Based on aggregated 13F filings for Q4 2018.