We are live on ! Find out more

209 hedge funds and large institutions have $1.87B invested in WaFd in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$124M)

3% more funds holding

Funds holding: 202209 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 83

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
70
Reduced
83
Closed
9
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Century Capital Management
Massachusetts
$5.31M
SBH
52
Segall Bryant & Hamill
Illinois
$5.27M -$5.03M -209,109 -49%
LSC
53
Lesa Sroufe & Co
Washington
$5.15M -$53.1K -2,210 -1%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$5.14M -$745K -30,996 -13%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.63M -$251K -10,440 -5%
Wells Fargo
56
Wells Fargo
California
$4.61M +$323K +13,433 +8%
AQR Capital Management
57
AQR Capital Management
Connecticut
$4.61M -$539K -22,413 -11%
Morgan Stanley
58
Morgan Stanley
New York
$4.51M +$864K +35,966 +24%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.35M -$3.77K -157 -0.1%
CCM
60
CWH Capital Management
Washington
$4.32M -$20.8K -865 -0.5%
RCM
61
Riverhead Capital Management
Delaware
$4.18M +$723K +30,094 +149%
CS
62
Credit Suisse
Switzerland
$4.12M +$2M +83,306 +96%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$3.99M -$1.03M -42,946 -21%
First Trust Advisors
64
First Trust Advisors
Illinois
$3.9M +$9.97K +415 +0.3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$3.8M
AllianceBernstein
66
AllianceBernstein
Tennessee
$3.73M -$299K -12,455 -7%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$3.73M
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$3.67M -$560K -23,300 -13%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$3.59M -$37.1K -1,543 -1%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3.57M -$242K -10,050 -6%
Macquarie Group
71
Macquarie Group
Australia
$3.57M +$1.77M +73,500 +100%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$3.53M -$132K -5,500 -4%
CC
73
Cipher Capital
New York
$3.42M +$1.36M +56,703 +67%
Federated Hermes
74
Federated Hermes
Pennsylvania
$3.01M +$395K +16,445 +15%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$2.97M -$301K -12,517 -9%

WAFD Hedge Fund Activity: Q2 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2016, worth a combined $1.87B — up 7.1% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 9 closed out — a net gain of 11 holders — while 70 added to existing stakes and 83 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $13M.

  • 209 institutional investors held WaFd (WAFD) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.87B of WaFd stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q2 2016 was Foundry Partners, an estimated $12.2M added.
  • The largest WaFd seller in Q2 2016 was State Street, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2016.