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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
251
APG Asset Management
Netherlands
-$1.35M -47,400 Closed
FRM
252
Fox Run Management
Connecticut
-$628K -18,328 Closed
OSAM
253
O'Shaughnessy Asset Management
Connecticut
-$516K -15,056 Closed
CCIA
254
Campbell & Co Investment Adviser
Maryland
-$387K -11,286 Closed
CSS
255
Cubist Systematic Strategies
Connecticut
-$296K -8,634 Closed
ARTA
256
A.R.T. Advisors
New York
-$265K -7,756 Closed
O
257
OppenheimerFunds
New York
-$249K -7,273 Closed
TI
258
Trexquant Investment
Connecticut
-$233K -6,797 Closed
GVT
259
Genesee Valley Trust
New York
-$203K -5,914 Closed
BL
260
Balentine LLC
Georgia
-$200K -5,839 Closed
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
-$199K -5,824 Closed
KJWM
262
Kiley Juergens Wealth Management
Washington
-$172K -5,036 Closed
II
263
Inspire Investing
Idaho
-$58K -1,694 Closed
DCM
264
Delpha Capital Management
New York
-$33K -962 Closed
PCM
265
Prelude Capital Management
New York
-$25K -730 Closed
CAW
266
Cornerstone Advisors (Washington)
Washington
-$9K -257 Closed
PA
267
Parallel Advisors
California
-$2K -71 Closed
AssetMark Inc
268
AssetMark Inc
California
-$2K -53 Closed
BBHC
269
Brown Brothers Harriman & Co
New York
-$2K -50 Closed
STA
270
Summit Trail Advisors
New York
-$1K -32 Closed

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.