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WaFd
WAFD

242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 237 → 242 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $2.51B → $2.42B (-$88.5M)

1.13% less ownership

Funds ownership: 85.33% → 84.21% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 100

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.67M

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
100
Closed
16
Calls
–
Puts
$3.67M
Net Calls
-$3.67M
Net Calls Change
-$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.22M
2
First Trust Advisors
First Trust Advisors
Illinois
+$8.09M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.26M
4
ClearBridge Investments
ClearBridge Investments
New York
+$5M
5
Morgan Stanley
Morgan Stanley
New York
+$4.69M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$35M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.8M
3
HAM
Hillcrest Asset Management
Texas
-$10.1M
4
SBH
Segall Bryant & Hamill
Illinois
-$8.72M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$18.5M +$8.22M +223,795 +79%
Bank of America
27
Bank of America
North Carolina
$17.3M -$3.07M -83,664 -15%
DGHMC
28
Dalton, Greiner, Hartman, Maher & Co
New York
$15.6M -$1.37M -37,299 -8%
Wells Fargo
29
Wells Fargo
California
$13.5M -$380K -10,354 -3%
BTW
30
Boston Trust Walden
Massachusetts
$12.4M +$222K +6,036 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$12.2M +$364K +9,900 +3%
N
32
Nuveen
North Carolina
$11.7M -$281K -7,643 -2%
PPA
33
Parametric Portfolio Associates
Washington
$11M -$1.06M -28,779 -9%
FP
34
Foundry Partners
Minnesota
$10.7M +$1.26M +34,451 +13%
Morgan Stanley
35
Morgan Stanley
New York
$9.8M +$4.69M +127,832 +92%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$9.74M +$358K +9,758 +4%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$9.61M -$534K -14,552 -5%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.59M -$4.67M -127,127 -33%
Allianz Asset Management
39
Allianz Asset Management
Germany
$9.34M -$825K -22,466 -8%
LSV Asset Management
40
LSV Asset Management
Illinois
$9.25M -$35M -954,162 -79%
UBS Group
41
UBS Group
Switzerland
$8.82M +$3.03M +82,606 +52%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.41M -$1.66M -45,298 -16%
SGCIA
43
Smith Graham & Co Investment Advisors
Texas
$8.36M -$224K -6,100 -3%
AllianceBernstein
44
AllianceBernstein
Tennessee
$8.06M -$24.6K -670 -0.3%
AIG
45
American International Group
New York
$7.31M -$54.2K -1,477 -0.7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$7.2M -$385K -10,496 -5%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$7.14M +$1.05M +28,669 +17%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$7.02M +$1.16M +31,530 +20%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$6.79M +$660K +17,983 +11%
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$6.73M -$7.17M -195,173 -52%
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WAFD Hedge Fund Activity: Q4 2019 in Review

242 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2019, worth a combined $2.42B — down 3.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 16 closed out — a net gain of 12 holders — while 71 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.22M. The largest seller was LSV Asset Management, cutting an estimated $35M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2019, up from 237 in Q3 2019.
  • Funds reported $2.42B of WaFd stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q4 2019 and 16 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q4 2019 was Citadel Advisors, an estimated $8.22M added.
  • The largest WaFd seller in Q4 2019 was LSV Asset Management, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2019.