We are live on ! Find out more

226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$6.59M -$67.7K -2,045 -1%
SBH
52
Segall Bryant & Hamill
Illinois
$6.51M -$38.6K -1,165 -0.6%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.51M +$35.9K +1,083 +0.6%
Deutsche Bank
54
Deutsche Bank
Germany
$6.32M +$3.24M +97,874 +106%
UBS Group
55
UBS Group
Switzerland
$6.31M +$3.93M +118,524 +166%
AQR Capital Management
56
AQR Capital Management
Connecticut
$6.26M -$2.05M -61,758 -25%
First Trust Advisors
57
First Trust Advisors
Illinois
$6.07M -$626K -18,911 -9%
GC
58
Guggenheim Capital
Illinois
$5.72M -$262K -7,916 -4%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$5.26M -$683K -20,613 -12%
Invesco
60
Invesco
Georgia
$5.1M -$532K -16,051 -9%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$5.1M
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$5.06M -$11.6K -350 -0.2%
Swiss National Bank
63
Swiss National Bank
Switzerland
$4.96M +$82.8K +2,500 +2%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$4.81M +$46.8K +1,412 +1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$4.79M -$203K -6,140 -4%
American Century Companies
66
American Century Companies
Missouri
$4.22M -$1.69M -50,863 -29%
PP
67
Prudential plc
United Kingdom
$4M +$555K +16,746 +16%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$3.95M -$1.22M -36,752 -24%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$3.83M +$1.72K +52 +0%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3.71M -$444K -13,404 -11%
Legal & General Group
71
Legal & General Group
United Kingdom
$3.49M +$301K +9,098 +9%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$3.49M +$212K +6,400 +6%
CS
73
Credit Suisse
Switzerland
$3.4M +$68.2K +2,059 +2%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$3.1M
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$3.08M +$3.07M +92,738 New

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.