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209 hedge funds and large institutions have $1.87B invested in WaFd in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$124M)

3% more funds holding

Funds holding: 202209 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 83

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
70
Reduced
83
Closed
9
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Edge Asset Management
Washington
$14.9M +$2.49M +103,773 +20%
BIM
27
BlackRock Investment Management
Delaware
$14.6M +$650K +27,061 +5%
Bank of America
28
Bank of America
North Carolina
$14.2M -$126K -5,246 -0.9%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$12.4M -$120K -5,000 -1%
FP
30
Foundry Partners
Minnesota
$12.3M +$12.2M +508,485 New
CLM
31
ClearBridge LLC (Maryland)
Maryland
$11.8M +$576K +23,980 +5%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$10.6M -$6.61M -275,253 -39%
KCM
33
Kennedy Capital Management
Missouri
$10.5M -$530K -22,045 -5%
Charles Schwab
34
Charles Schwab
California
$10.5M -$52K -2,163 -0.5%
Renaissance Technologies
35
Renaissance Technologies
New York
$10.4M -$7.09M -295,176 -41%
EA
36
Emerald Acquisition
Washington
$10.4M +$10.3M +429,146 New
HAI
37
Hennessy Advisors Inc
California
$9.28M -$1.38M -57,500 -13%
HA
38
Heartland Advisors
Wisconsin
$9.01M -$111K -4,618 -1%
NFA
39
Nationwide Fund Advisors
Ohio
$8.65M +$175K +7,296 +2%
PAM
40
Panagora Asset Management
Massachusetts
$8.48M +$562K +23,391 +7%
Principal Financial Group
41
Principal Financial Group
Iowa
$8.43M +$866K +36,051 +12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$7.89M -$197K -8,200 -2%
BA
43
Boston Advisors
Massachusetts
$7.21M -$9.61K -400 -0.1%
TCIM
44
TIAA CREF Investment Management
New York
$7.01M -$161K -6,685 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$6.3M +$14.4K +600 +0.2%
SGCIA
46
Smith Graham & Co Investment Advisors
Texas
$5.88M -$375K -15,610 -6%
Invesco
47
Invesco
Georgia
$5.83M -$4.51M -187,652 -44%
PI
48
Putnam Investments
Massachusetts
$5.77M +$819K +34,100 +17%
SAIG
49
Semper Augustus Investments Group
Colorado
$5.62M
AIG
50
American International Group
New York
$5.48M -$225K -9,373 -4%

WAFD Hedge Fund Activity: Q2 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2016, worth a combined $1.87B — up 7.1% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 9 closed out — a net gain of 11 holders — while 70 added to existing stakes and 83 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $13M.

  • 209 institutional investors held WaFd (WAFD) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.87B of WaFd stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q2 2016 was Foundry Partners, an estimated $12.2M added.
  • The largest WaFd seller in Q2 2016 was State Street, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2016.