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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$19.7M -$2.45M -72,672 -11%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$19.3M +$8.22M +244,271 +68%
DGHMC
28
Dalton, Greiner, Hartman, Maher & Co
New York
$19.2M +$3.75M +111,363 +23%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$15.7M -$1.37M -40,592 -8%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$15.6M -$738K -21,931 -4%
Man Group
31
Man Group
United Kingdom
$15.5M -$360K -10,692 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$14.9M +$1.19M +35,400 +8%
Prudential Financial
33
Prudential Financial
New Jersey
$14M -$1.14M -33,890 -7%
FP
34
Foundry Partners
Minnesota
$13.9M +$45.9K +1,365 +0.3%
Deutsche Bank
35
Deutsche Bank
Germany
$12.1M -$3.85M -114,310 -23%
BTW
36
Boston Trust Walden
Massachusetts
$11.1M -$684K -20,326 -6%
Wells Fargo
37
Wells Fargo
California
$10.5M +$632K +18,764 +6%
SIM
38
Sprucegrove Investment Management
Ontario, Canada
$9.96M +$192K +5,700 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$9.45M -$837K -24,879 -8%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$9.22M +$39.7K +1,180 +0.4%
PPA
41
Parametric Portfolio Associates
Washington
$8.91M +$854K +25,362 +10%
SI
42
Sapience Investments
California
$8.86M -$114K -3,400 -1%
Morgan Stanley
43
Morgan Stanley
New York
$8.51M -$2.48M -73,658 -22%
Federated Hermes
44
Federated Hermes
Pennsylvania
$8.25M -$400K -11,876 -4%
DIA
45
Dean Investment Associates
Ohio
$8.01M +$327K +9,715 +4%
SGCIA
46
Smith Graham & Co Investment Advisors
Texas
$7.95M -$180K -5,340 -2%
Millennium Management
47
Millennium Management
New York
$7.22M -$4.01M -119,183 -35%
AIG
48
American International Group
New York
$7.16M +$8.25K +245 +0.1%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$6.61M +$1.6M +47,394 +30%
HAM
50
Hillcrest Asset Management
Texas
$6.56M -$167K -4,970 -2%

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.