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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Boston Advisors
Massachusetts
$6.36M +$57.8K +1,717 +0.9%
American Century Companies
52
American Century Companies
Missouri
$6.2M -$58.9K -1,751 -0.9%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.1M +$983K +29,195 +18%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.01M -$143K -4,255 -2%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$5.77M -$2.44M -72,621 -29%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$5.58M -$16.6K -494 -0.3%
Fuller & Thaler Asset Management
57
Fuller & Thaler Asset Management
California
$5.38M +$5.66M +168,197 New
CAM
58
Congress Asset Management
Massachusetts
$5.24M +$538K +15,999 +11%
TCIM
59
TIAA CREF Investment Management
New York
$5.17M -$601K -17,856 -10%
AQR Capital Management
60
AQR Capital Management
Connecticut
$4.81M +$273K +8,107 +6%
HAI
61
Hennessy Advisors Inc
California
$4.8M -$841K -25,000 -14%
Swiss National Bank
62
Swiss National Bank
Switzerland
$4.79M
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.64M
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$4.54M +$1.37M +40,562 +40%
Citadel Advisors
65
Citadel Advisors
Florida
$4.47M +$2.2M +65,289 +88%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$4.38M +$1.58M +46,985 +52%
AllianceBernstein
67
AllianceBernstein
Tennessee
$4.3M -$2.69K -80 -0.1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.09M -$49.8K -1,479 -1%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$4.05M -$278K -8,250 -6%
UBS Group
70
UBS Group
Switzerland
$3.69M +$515K +15,313 +15%
CS
71
Credit Suisse
Switzerland
$3.6M -$612K -18,183 -14%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$3.46M -$48.1K -1,429 -1%
Legal & General Group
73
Legal & General Group
United Kingdom
$3.23M -$34.7K -1,032 -1%
DCM
74
Dean Capital Management
Kansas
$3.19M -$245K -7,266 -7%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.99M

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.