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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$20.6M -$16.3M -455,206 -45%
ClearBridge Investments
27
ClearBridge Investments
New York
$19.2M -$1.71M -47,896 -8%
DGHMC
28
Dalton, Greiner, Hartman, Maher & Co
New York
$17.2M -$1.03M -28,799 -6%
Renaissance Technologies
29
Renaissance Technologies
New York
$14.4M -$6.22M -174,300 -31%
Wells Fargo
30
Wells Fargo
California
$14M +$458K +12,816 +3%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$14M +$36.9K +1,032 +0.3%
SBH
32
Segall Bryant & Hamill
Illinois
$13.1M -$6.2M -173,651 -33%
BTW
33
Boston Trust Walden
Massachusetts
$12.3M +$77.9K +2,182 +0.7%
PPA
34
Parametric Portfolio Associates
Washington
$12.2M -$139K -3,906 -1%
N
35
Nuveen
North Carolina
$12.1M -$5.5K -154 -0%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$12M -$7.81M -218,827 -40%
Citadel Advisors
37
Citadel Advisors
Florida
$10.4M -$405K -11,339 -4%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$10.3M -$215K -6,013 -2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$10.3M -$4.97M -139,304 -33%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M +$7.51M +210,400 +327%
HAM
41
Hillcrest Asset Management
Texas
$10.1M -$293K -8,200 -3%
FP
42
Foundry Partners
Minnesota
$9.55M -$11.9M -333,171 -56%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$9.47M -$337K -9,441 -4%
PAM
44
Panagora Asset Management
Massachusetts
$9.21M -$11.8M -331,121 -57%
SGCIA
45
Smith Graham & Co Investment Advisors
Texas
$8.66M +$44.6K +1,250 +0.5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.16M -$121K -3,390 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$7.65M +$170K +4,755 +2%
AIG
48
American International Group
New York
$7.43M -$208K -5,837 -3%
SIM
49
Sprucegrove Investment Management
Ontario, Canada
$7.25M -$3.23M -90,395 -32%
Macquarie Group
50
Macquarie Group
Australia
$7.21M +$5.42M +151,682 +352%

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.