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242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 224242 (+18)

1% more capital invested

Capital invested by funds: $2.47B → $2.49B (+$19M)

0.71% more ownership

Funds ownership: 82.96%83.67% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$20.4M +$806K +23,486 +4%
Prudential Financial
27
Prudential Financial
New Jersey
$19.7M -$72.4K -2,110 -0.4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$18.3M +$141K +4,105 +0.8%
Morgan Stanley
29
Morgan Stanley
New York
$17.5M +$5.52M +160,764 +46%
LSV Asset Management
30
LSV Asset Management
Illinois
$14.6M -$5.29M -154,100 -27%
BTW
31
Boston Trust Walden
Massachusetts
$13.9M -$339K -9,868 -2%
SIM
32
Sprucegrove Investment Management
Ontario, Canada
$13.7M -$3.77M -109,700 -21%
Lazard Asset Management
33
Lazard Asset Management
New York
$13.5M -$1.17M -34,149 -8%
Bank of America
34
Bank of America
North Carolina
$13.3M +$60.7K +1,768 +0.5%
Millennium Management
35
Millennium Management
New York
$13.3M +$11.3M +329,688 +576%
Renaissance Technologies
36
Renaissance Technologies
New York
$12.1M +$5.33M +155,400 +78%
DGHMC
37
Dalton, Greiner, Hartman, Maher & Co
New York
$11.9M +$495K +14,423 +4%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$11.3M +$7.73M +225,038 +218%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$11.2M -$1.69M -49,201 -13%
Wells Fargo
40
Wells Fargo
California
$10.6M +$1.06M +30,794 +11%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$10.2M +$297K +8,643 +3%
SI
42
Sapience Investments
California
$9.79M
PPA
43
Parametric Portfolio Associates
Washington
$9.32M +$1.2M +34,998 +15%
SGCIA
44
Smith Graham & Co Investment Advisors
Texas
$8.89M +$173K +5,030 +2%
NI
45
Numeric Investors
Massachusetts
$8.34M -$233K -6,800 -3%
AIG
46
American International Group
New York
$8.13M -$143K -4,178 -2%
SBH
47
Segall Bryant & Hamill
Illinois
$7.27M +$656K +19,103 +10%
KCM
48
Kennedy Capital Management
Missouri
$7.1M -$26.4K -770 -0.4%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.09M +$488K +14,206 +7%
HAI
50
Hennessy Advisors Inc
California
$7.02M -$1.12M -32,500 -14%

WAFD Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2017, worth a combined $2.49B — up 0.77% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 16 closed out — a net gain of 18 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $45.3M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2017, up from 224 in Q3 2017.
  • Funds reported $2.49B of WaFd stock for Q4 2017, up 0.77% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q4 2017 and 16 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2017 was Deutsche Bank, an estimated $18.3M added.
  • The largest WaFd seller in Q4 2017 was Fidelity Investments, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.