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226 hedge funds and large institutions have $1.66B invested in WaFd in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,064% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $25K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 84.21%82.41% (-1.8%)

7% less funds holding

Funds holding: 242226 (-16)

14% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 81

31% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 45

31% less capital invested

Capital invested by funds: $2.42B → $1.66B (-$757M)

Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
70
Reduced
81
Closed
45
Calls
$1.79M
Puts
$25K
Net Calls
+$1.77M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$11M -$158K -4,932 -1%
Wells Fargo
27
Wells Fargo
California
$9.9M +$383K +11,981 +3%
FP
28
Foundry Partners
Minnesota
$9.11M +$1.86M +58,227 +20%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$9.04M +$5.26M +164,693 +90%
Renaissance Technologies
30
Renaissance Technologies
New York
$8.88M +$2.57M +80,503 +31%
EVM
31
Eaton Vance Management
Massachusetts
$8.81M +$10.8M +339,444 New
N
32
Nuveen
North Carolina
$8.67M +$496K +15,513 +5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$8.35M -$389K -12,181 -4%
PPA
34
Parametric Portfolio Associates
Washington
$8.16M +$426K +13,331 +4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$7.44M +$657K +20,558 +8%
Marshall Wace
36
Marshall Wace
United Kingdom
$6.71M +$6.04M +189,123 +272%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$6.7M -$24.4M -762,525 -75%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$6.37M -$575K -18,002 -7%
SGCIA
39
Smith Graham & Co Investment Advisors
Texas
$5.91M -$12.2K -382 -0.2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$5.66M -$1.19M -37,095 -15%
Millennium Management
41
Millennium Management
New York
$5.51M +$3.86M +120,791 +132%
AllianceBernstein
42
AllianceBernstein
Tennessee
$5.3M -$505K -15,790 -7%
AIG
43
American International Group
New York
$5.12M -$68.3K -2,138 -1%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$5.02M -$50.7K -1,586 -0.8%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$4.7M -$332K -10,400 -5%
Macquarie Group
46
Macquarie Group
Australia
$4.68M +$679K +21,262 +13%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$4.56M -$655K -20,495 -10%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$4.51M -$291K -9,095 -5%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$4.43M
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.13M +$166K +5,195 +3%

WAFD Hedge Fund Activity: Q1 2020 in Review

226 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2020, worth a combined $1.66B — down 31% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WAFD and 31 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 70 added.

The largest buyer was Janus Henderson Group, adding an estimated $32.9M. The largest seller was First Trust Advisors, cutting an estimated $40.6M.

  • 226 institutional investors held WaFd (WAFD) as of Q1 2020, down from 242 in Q4 2019.
  • Funds reported $1.66B of WaFd stock for Q1 2020, down 31% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2020 and 45 closed out, a net change of -14 holders.
  • The largest WaFd buyer in Q1 2020 was Janus Henderson Group, an estimated $32.9M added.
  • The largest WaFd seller in Q1 2020 was First Trust Advisors, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2020.