WAFD icon

WaFd
WAFD

Overview Fund Activity

226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
-$187K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$23M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$266M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$31.3M
4
Northern Trust
4
Northern Trust
Illinois
$101M
5
Goldman Sachs
5
Goldman Sachs
New York
$65.4M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$44.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$35.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$18.1M
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$18.2M +$595K +17,917 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$18.1M -$5.17M -155,768 -22%
SIM
28
Sprucegrove Investment Management
Ontario, Canada
$17.4M -$4.99M -150,200 -22%
Lazard Asset Management
29
Lazard Asset Management
New York
$14.3M +$2.02M +60,947 +16%
BTW
30
Boston Trust Walden
Massachusetts
$13.9M -$4.02M -121,212 -22%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$13.7M -$500K -15,064 -4%
Bank of America
32
Bank of America
North Carolina
$12.6M -$2.38M -71,589 -16%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$9.99M -$226K -6,800 -2%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$9.42M +$295K +8,882 +3%
SI
35
Sapience Investments
California
$9.12M – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$8.7M +$49.8K +1,499 +0.6%
NFA
37
Nationwide Fund Advisors
Ohio
$8.69M -$225K -6,763 -3%
SGCIA
38
Smith Graham & Co Investment Advisors
Texas
$8.54M -$464K -13,970 -5%
Morgan Stanley
39
Morgan Stanley
New York
$8.37M -$3.24M -97,676 -28%
NI
40
Numeric Investors
Massachusetts
$8.32M -$4.78M -144,000 -37%
PPA
41
Parametric Portfolio Associates
Washington
$8.28M +$1.14M +34,395 +16%
HAI
42
Hennessy Advisors Inc
California
$8.13M -$1.16M -35,000 -13%
TCIM
43
TIAA CREF Investment Management
New York
$8.1M -$101K -3,057 -1%
AIG
44
American International Group
New York
$7.85M +$167K +5,039 +2%
Wells Fargo
45
Wells Fargo
California
$7.83M +$521K +15,684 +7%
Renaissance Technologies
46
Renaissance Technologies
New York
$7.59M -$3.81M -114,800 -33%
BA
47
Boston Advisors
Massachusetts
$7.4M -$448K -13,490 -6%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$6.97M +$664K +20,000 +11%
CCM
49
Century Capital Management
Massachusetts
$6.77M -$872K -26,257 -11%
KCM
50
Kennedy Capital Management
Missouri
$6.64M -$186K -5,591 -3%
1
2
3 4 5