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WaFd
WAFD

225 hedge funds and large institutions have $1.99B invested in WaFd in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.9B → $1.99B (+$96.8M)

1% more funds holding

Funds holding: 223 → 225 (+2)

2.1% less ownership

Funds ownership: 87.12% → 85.02% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.87%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
67
Reduced
83
Closed
20
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
-$100K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$11.5M
2
WG
Winton Group
United Kingdom
+$11.3M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$11.2M
4
Invesco
Invesco
Georgia
+$6.72M
5
GLA
Great Lakes Advisors
Illinois
+$3.83M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.4M
3
Deutsche Bank
Deutsche Bank
Germany
-$10M
4
Millennium Management
Millennium Management
New York
-$7.47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
226
BHZ Capital Management
California
– -$2.01M -75,213 Closed
PI
227
Putnam Investments
Massachusetts
– -$1.63M -61,000 Closed
AI
228
Atom Investors
Texas
– -$748K -28,009 Closed
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$721K -27,000 Closed
OAM
230
Oxford Asset Management
United Kingdom
– -$669K -25,045 Closed
BIM
231
Bogle Investment Management
Massachusetts
– -$551K -20,645 Closed
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
– -$472K -17,664 Closed
JMPWA
233
JP Morgan Private Wealth Advisors
California
– -$409K -15,329 Closed
ACI
234
AMP Capital Investors
Australia
– -$392K -14,900 Closed
RQS
235
Ramsey Quantitative Systems
Kentucky
– -$235K -8,800 Closed
WCM
236
Washington Capital Management
Washington
– -$214K -8,000 Closed
JA
237
JOYN Advisors
Georgia
– -$77K -2,898 Closed
MWNA
238
Marshall Wace North America
New York
– -$63K -2,371 Closed
IA
239
IFP Advisors
Florida
– -$9K -353 Closed
QI
240
QS Investors
New York
– -$2K -67 Closed
PWMG
241
Prestige Wealth Management Group
New Jersey
– -$1K -54 Closed
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
– -$1K -51 Closed
6 7 8 9
10

WAFD Hedge Fund Activity: Q1 2019 in Review

225 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2019, worth a combined $1.99B — up 5.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 20 closed out — a net gain of 3 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 225 institutional investors held WaFd (WAFD) as of Q1 2019, up from 223 in Q4 2018.
  • Funds reported $1.99B of WaFd stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q1 2019 and 20 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q1 2019 was LSV Asset Management, an estimated $11.5M added.
  • The largest WaFd seller in Q1 2019 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2019.