We are live on ! Find out more

247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$21.1M +$417K +11,754 +2%
Chevy Chase Trust
27
Chevy Chase Trust
Maryland
$19.8M -$4.12M -115,957 -17%
Prudential Financial
28
Prudential Financial
New Jersey
$18.6M -$1.29M -36,410 -6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$18.4M -$74.3K -2,093 -0.4%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$17.4M -$7.55M -212,773 -30%
Millennium Management
31
Millennium Management
New York
$17.1M +$3.79M +106,842 +28%
Morgan Stanley
32
Morgan Stanley
New York
$16.2M -$1.52M -42,882 -8%
Lazard Asset Management
33
Lazard Asset Management
New York
$13.6M -$12.5K -352 -0.1%
BTW
34
Boston Trust Walden
Massachusetts
$13.1M -$953K -26,854 -7%
Man Group
35
Man Group
United Kingdom
$13M +$13.4M +376,653 New
Renaissance Technologies
36
Renaissance Technologies
New York
$12.1M -$107K -3,000 -0.8%
SIM
37
Sprucegrove Investment Management
Ontario, Canada
$12.1M -$1.84M -51,900 -13%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$12M -$44.7K -1,259 -0.4%
Deutsche Bank
39
Deutsche Bank
Germany
$11M -$12.6M -353,598 -53%
Wells Fargo
40
Wells Fargo
California
$10.9M +$189K +5,314 +2%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$10.8M -$526K -14,822 -5%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$10.5M +$167K +4,697 +2%
SI
43
Sapience Investments
California
$9.98M +$97.6K +2,750 +1%
SGCIA
44
Smith Graham & Co Investment Advisors
Texas
$8.8M -$181K -5,100 -2%
PPA
45
Parametric Portfolio Associates
Washington
$8.55M -$889K -25,038 -9%
AIG
46
American International Group
New York
$7.82M -$405K -11,400 -5%
DIA
47
Dean Investment Associates
Ohio
$7.75M +$7.95M +223,860 New
SBH
48
Segall Bryant & Hamill
Illinois
$7.41M +$62.8K +1,770 +0.8%
HAM
49
Hillcrest Asset Management
Texas
$7.33M +$7.52M +211,810 New
KCM
50
Kennedy Capital Management
Missouri
$7.07M -$102K -2,876 -1%

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.