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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
226
Lenox Wealth Advisors
New York
$4K +$3.64K +102 New
AIL
227
AGF Investments LLC
Ontario, Canada
$4K +$3.79K +106 New
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$3K
LC
229
Lindbrook Capital
California
$3K
TCOV
230
Trust Company of Vermont
Vermont
$3K
VCM
231
Versant Capital Management
Arizona
$2K -$143 -4 -6%
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1K
CAW
234
Cornerstone Advisors (Washington)
Washington
$1K
Balyasny Asset Management
235
Balyasny Asset Management
Illinois
-$2.1M -59,997 Closed
SCM
236
Sterling Capital Management
North Carolina
-$1.67M -47,836 Closed
Canada Life
237
Canada Life
Manitoba, Canada
-$1.64M -47,066 Closed
Nomura Holdings
238
Nomura Holdings
Japan
-$696K -20,000 Closed
GC
239
Guggenheim Capital
Illinois
-$684K -19,595 Closed
CBOA
240
Commonwealth Bank of Australia
Australia
-$537K -15,400 Closed
MHS
241
M Holdings Securities
Oregon
-$467K -13,364 Closed
IG
242
ING Group
Netherlands
-$431K -12,330 Closed
USAA
243
United Services Automobile Association
Texas
-$414K -11,866 Closed
ECM
244
Evergreen Capital Management
Washington
-$384K -10,993 Closed
CIM
245
CIM Investment Management
Pennsylvania
-$249K -7,132 Closed
Simplex Trading
246
Simplex Trading
Illinois
-$2.29K -64 -75%

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.