WaFd
WAFD
241 hedge funds and large institutions have $2.59B invested in WaFd in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 16 closing their positions.
441% more call options, than puts
Call options by funds: $184K | Put options by funds: $34K
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
84.56% more ownership
Funds ownership: 0% → 84.56% (+85%)
28% more capital invested
Capital invested by funds: $2.02B → $2.59B (+$566M)
9% more funds holding
Funds holding: 221 → 241 (+20)
27% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 91
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$21.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$18M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$17.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.1M |
| 5 |
Morgan Stanley
New York
|
+$8.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$25.9M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$25M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$17.3M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$10.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Citadel Advisors
Miami,
Florida
| – | -$338K | -12,655 | Closed |
|
|
CMBA
252
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$185K | -6,940 | Closed |
|
|
AIM
253
Acrospire Investment Management
Chicago,
Illinois
| – | -$74K | -2,767 | Closed |
|
|
IR
254
Invictus RG
Hamilton,
Bermuda
| – | -$36K | -1,343 | Closed |
|
255
Walleye Trading
New York
| – | -$25K | -949 | Closed |
|
|
M
256
MOTCO
San Antonio,
Texas
| – | -$9K | -329 | Closed |
|
WAFD Hedge Fund Activity: Q4 2016 in Review
241 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2016, worth a combined $2.59B — up 28% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WAFD positions and 16 closed out — a net gain of 22 holders — while 66 added to existing stakes and 91 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $21.9M. The largest seller was Allianz Asset Management, cutting an estimated $25.9M.
- 241 institutional investors held WaFd (WAFD) as of Q4 2016, up from 221 in Q3 2016.
- Funds reported $2.59B of WaFd stock for Q4 2016, up 28% quarter-over-quarter.
- 38 funds opened new WaFd positions in Q4 2016 and 16 closed out, a net change of +22 holders.
- The largest WaFd buyer in Q4 2016 was Goldman Sachs, an estimated $21.9M added.
- The largest WaFd seller in Q4 2016 was Allianz Asset Management, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2016.