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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
51
Lesa Sroufe & Co
Washington
$5.72M +$50.3K +1,959 +0.9%
WI
52
WBI Investments
New Jersey
$5.64M +$5.42M +211,265 New
Morgan Stanley
53
Morgan Stanley
New York
$5.53M +$542K +21,126 +11%
HA
54
Heartland Advisors
Wisconsin
$5.27M -$4.47M -174,098 -47%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$5.19M -$447K -17,435 -8%
Wells Fargo
56
Wells Fargo
California
$5.15M +$75K +2,924 +2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$5.14M +$43.6K +1,700 +0.9%
MAM
58
Martingale Asset Management
Massachusetts
$5.11M +$3.41M +132,815 +226%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.81M +$26.9K +1,050 +0.6%
CCM
60
CWH Capital Management
Washington
$4.7M -$56.2K -2,190 -1%
PI
61
Putnam Investments
Massachusetts
$4.67M -$1.61M -62,700 -26%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$4.1M -$282K -11,000 -7%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.1M
AllianceBernstein
64
AllianceBernstein
Tennessee
$4.08M -$18.1K -705 -0.5%
First Trust Advisors
65
First Trust Advisors
Illinois
$4.03M -$252K -9,815 -6%
Swiss National Bank
66
Swiss National Bank
Switzerland
$3.99M -$182K -7,100 -5%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$3.9M -$44.3K -1,728 -1%
PPA
68
Parametric Portfolio Associates
Washington
$3.89M +$1.51M +58,882 +68%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$3.88M
CS
70
Credit Suisse
Switzerland
$3.34M -$1.14M -44,579 -26%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$3.23M -$674K -26,273 -18%
AC
72
Alpenglow Capital
California
$3.13M +$3.01M +117,346 New
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$3.11M -$22.2K -867 -0.7%
Federated Hermes
74
Federated Hermes
Pennsylvania
$3.1M -$202K -7,890 -6%
PP
75
Prudential plc
United Kingdom
$2.81M +$2.7M +105,240 New

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.