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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$15.9M -$241K -9,378 -2%
FP
27
Foundry Partners
Minnesota
$14M +$407K +15,876 +3%
PAM
28
Panagora Asset Management
Massachusetts
$13.9M +$4.36M +169,904 +49%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$13.6M -$67.5K -2,630 -0.5%
Bank of America
30
Bank of America
North Carolina
$13.6M -$1.97M -76,768 -13%
CLM
31
ClearBridge LLC (Maryland)
Maryland
$13M
Charles Schwab
32
Charles Schwab
California
$12.1M +$578K +22,529 +5%
Renaissance Technologies
33
Renaissance Technologies
New York
$12.1M +$657K +25,600 +6%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$11.7M +$20.5K +800 +0.2%
Principal Financial Group
35
Principal Financial Group
Iowa
$9.97M +$671K +26,158 +8%
NI
36
Numeric Investors
Massachusetts
$9.4M -$9.11M -355,074 -50%
NFA
37
Nationwide Fund Advisors
Ohio
$8.8M -$688K -26,836 -8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$8.32M -$344K -13,400 -4%
WCM Investment Management
39
WCM Investment Management
California
$8.06M +$7.75M +301,970 New
HAI
40
Hennessy Advisors Inc
California
$8M -$2.12M -82,500 -22%
CCM
41
Century Capital Management
Massachusetts
$7.79M +$1.87M +72,850 +33%
BA
42
Boston Advisors
Massachusetts
$7.06M -$837K -32,625 -11%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$6.93M
SGCIA
44
Smith Graham & Co Investment Advisors
Texas
$6.66M +$185K +7,210 +3%
Invesco
45
Invesco
Georgia
$6.26M -$147K -5,730 -2%
SAIG
46
Semper Augustus Investments Group
Colorado
$6.17M -$12.2K -475 -0.2%
AIG
47
American International Group
New York
$5.99M -$31.8K -1,240 -0.5%
AQR Capital Management
48
AQR Capital Management
Connecticut
$5.95M +$852K +33,211 +17%
KCM
49
Kennedy Capital Management
Missouri
$5.78M -$5.57M -217,259 -50%
SBH
50
Segall Bryant & Hamill
Illinois
$5.76M -$40.8K -1,590 -0.7%

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.