WAFD icon

WaFd
WAFD

Overview Fund Activity

224 hedge funds and large institutions have $2.47B invested in WaFd in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
73
Reduced
95
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$428K

Top Buyers

1
DGHMC
1
Dalton, Greiner, Hartman, Maher & Co
New York
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.6M
3
CAM
3
Congress Asset Management
Massachusetts
$6.7M
4
BlackRock
4
BlackRock
New York
$326M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$239M
2
Chevy Chase Trust
2
Chevy Chase Trust
Maryland
$24.9M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$29.1M
4
SFM
4
Systematic Financial Management
New Jersey
$39.7M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$19.3M +$873K +25,933 +5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$17.8M -$495K -14,710 -3%
SIM
28
Sprucegrove Investment Management
Ontario, Canada
$17.2M -$411K -12,200 -2%
Lazard Asset Management
29
Lazard Asset Management
New York
$14.4M -$133K -3,950 -0.9%
BTW
30
Boston Trust Walden
Massachusetts
$13.9M -$143K -4,252 -1%
Bank of America
31
Bank of America
North Carolina
$13M +$273K +8,116 +2%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$12.6M -$1.27M -37,866 -9%
Morgan Stanley
33
Morgan Stanley
New York
$11.8M +$3.33M +98,836 +39%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$11.2M +$11.2M +332,393 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$10.6M +$8.78M +258,654 +487%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$9.75M -$370K -10,981 -4%
SI
37
Sapience Investments
California
$9.62M +$375K +11,130 +4%
Wells Fargo
38
Wells Fargo
California
$9.35M +$1.41M +42,043 +18%
SGCIA
39
Smith Graham & Co Investment Advisors
Texas
$8.57M -$87.8K -2,610 -1%
NI
40
Numeric Investors
Massachusetts
$8.42M -$10.1K -300 -0.1%
AIG
41
American International Group
New York
$8.13M +$170K +5,065 +2%
HAI
42
Hennessy Advisors Inc
California
$7.99M -$252K -7,500 -3%
PPA
43
Parametric Portfolio Associates
Washington
$7.98M -$411K -12,208 -5%
TCIM
44
TIAA CREF Investment Management
New York
$7.97M -$235K -6,982 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$7.96M +$1.29M +38,273 +19%
NFA
46
Nationwide Fund Advisors
Ohio
$7.94M -$862K -25,614 -10%
KCM
47
Kennedy Capital Management
Missouri
$7M +$270K +8,012 +4%
CAM
48
Congress Asset Management
Massachusetts
$6.7M +$6.7M +199,227 New
Renaissance Technologies
49
Renaissance Technologies
New York
$6.69M -$1.01M -30,024 -13%
SBH
50
Segall Bryant & Hamill
Illinois
$6.5M -$99.3K -2,950 -2%
1
2
3 4 5