WaFd
WAFD
225 hedge funds and large institutions have $2.48B invested in WaFd in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 28 closing their positions.
1,915% more call options, than puts
Call options by funds: $665K | Put options by funds: $33K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.22% more ownership
Funds ownership: 84.56% → 84.77% (+0.22%)
2% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 86
4% less capital invested
Capital invested by funds: $2.59B → $2.48B (-$105M)
7% less funds holding
Funds holding: 241 → 225 (-16)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$318M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$18M |
| 3 |
Lazard Asset Management
New York
|
+$12.4M |
| 4 |
Goldman Sachs
New York
|
+$10.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$9.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$9.17M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$6.21M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DVM
251
Dreman Value Management
West Palm Beach,
Florida
| – | -$13K | -381 | Closed |
|
|
EWM
252
Evercore Wealth Management
New York
| – | -$6K | -180 | Closed |
|
253
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -40 | Closed |
|
WAFD Hedge Fund Activity: Q1 2017 in Review
225 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2017, worth a combined $2.48B — down 4% from $2.59B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of WAFD and 19 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 84 added.
The largest buyer was BlackRock, adding an estimated $318M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.4M sold.
- 225 institutional investors held WaFd (WAFD) as of Q1 2017, down from 241 in Q4 2016.
- Funds reported $2.48B of WaFd stock for Q1 2017, down 4% quarter-over-quarter.
- 19 funds opened new WaFd positions in Q1 2017 and 28 closed out, a net change of -9 holders.
- The largest WaFd buyer in Q1 2017 was BlackRock, an estimated $318M added.
- The largest WaFd seller in Q1 2017 was Susquehanna International Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2017.