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WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
100
Closed
16
Calls
–
Puts
$3.67M
Net Calls
-$3.67M
Net Calls Change
-$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$18.5M
2
First Trust Advisors
First Trust Advisors
Illinois
$50.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76M
4
ClearBridge Investments
ClearBridge Investments
New York
$23.9M
5
Morgan Stanley
Morgan Stanley
New York
$9.8M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$9.25M
2
Vanguard Group
Vanguard Group
Pennsylvania
$289M
3
HAM
Hillcrest Asset Management
Texas
$0
4
SBH
Segall Bryant & Hamill
Illinois
$4.24M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$5K – – –
LWA
227
Lenox Wealth Advisors
New York
$4K – – –
GAM
228
Gemmer Asset Management
California
$4K – – –
QCG
229
Quadrant Capital Group
Ohio
$4K – – –
TCOV
230
Trust Company of Vermont
Vermont
$3K – – –
HGWM
231
Harvest Group Wealth Management
Massachusetts
$3K – – –
LC
232
Lindbrook Capital
California
$3K – – –
Simplex Trading
233
Simplex Trading
Illinois
$3K +$2.3K +69 +329%
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
VCM
235
Versant Capital Management
Arizona
$2K – – –
PCM
236
Prelude Capital Management
New York
$2K +$2K +48 New
SL
237
Savior LLC
Massachusetts
$2K +$2K +53 New
CAW
238
Cornerstone Advisors (Washington)
Washington
$1K – – –
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HAM
240
Hillcrest Asset Management
Texas
– -$10.1M -272,801 Closed
SIM
241
Sprucegrove Investment Management
Ontario, Canada
– -$7.25M -196,000 Closed
3C
242
361 Capital
Colorado
– -$2.95M -79,720 Closed
CEP
243
Chicago Equity Partners
Illinois
– -$2.19M -59,100 Closed
Voloridge Investment Management
244
Voloridge Investment Management
Florida
– -$370K -10,002 Closed
GH
245
GAM Holding
Switzerland
– -$340K -9,195 Closed
Point72 Asset Management
246
Point72 Asset Management
Connecticut
– -$281K -7,600 Closed
SCM
247
Stevens Capital Management
Pennsylvania
– -$225K -6,077 Closed
WCM
248
Wedge Capital Management
North Carolina
– -$217K -5,855 Closed
SCM
249
Shelton Capital Management
Colorado
– -$204K -5,503 Closed
QT
250
Quantamental Technologies
New York
– -$137K -3,716 Closed
7 8 9
10
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