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242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 224242 (+18)

1% more capital invested

Capital invested by funds: $2.47B → $2.49B (+$19M)

0.71% more ownership

Funds ownership: 82.96%83.67% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$6.96M -$1.15M -33,478 -14%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$6.96M -$1.15M -33,537 -14%
BA
53
Boston Advisors
Massachusetts
$5.71M -$383K -11,150 -6%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$5.48M +$3.09M +90,000 +129%
WI
55
WBI Investments
New Jersey
$5.35M +$5.36M +156,188 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$5.11M
CAM
57
Congress Asset Management
Massachusetts
$5.07M -$1.76M -51,202 -26%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$4.97M -$292K -8,500 -6%
AQR Capital Management
59
AQR Capital Management
Connecticut
$4.84M -$1.66M -48,412 -26%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$4.81M -$85.2K -2,482 -2%
First Trust Advisors
61
First Trust Advisors
Illinois
$4.79M +$168K +4,881 +4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.75M -$102K -2,979 -2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$4.61M -$331K -9,650 -7%
Invesco
64
Invesco
Georgia
$4.6M -$231K -6,726 -5%
CS
65
Credit Suisse
Switzerland
$4.46M -$1.03M -29,906 -19%
Legal & General Group
66
Legal & General Group
United Kingdom
$3.94M +$30.4K +885 +0.8%
PP
67
Prudential plc
United Kingdom
$3.9M -$223K -6,500 -5%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.89M +$195K +5,673 +5%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$3.86M -$60.7K -1,767 -2%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$3.59M +$789K +22,974 +28%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$3.39M
MIM
72
MetLife Investment Management
New Jersey
$3.28M +$3.29M +95,750 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$3.2M
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$3.1M +$1.3M +37,765 +72%
AAMU
75
Amundi Asset Management US
Massachusetts
$2.96M +$2.96M +86,283 New

WAFD Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2017, worth a combined $2.49B — up 0.77% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 16 closed out — a net gain of 18 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $45.3M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2017, up from 224 in Q3 2017.
  • Funds reported $2.49B of WaFd stock for Q4 2017, up 0.77% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q4 2017 and 16 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2017 was Deutsche Bank, an estimated $18.3M added.
  • The largest WaFd seller in Q4 2017 was Fidelity Investments, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.