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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
51
Chevy Chase Trust
Maryland
$6.32M -$891K -24,961 -13%
Man Group
52
Man Group
United Kingdom
$6.28M -$966K -27,061 -14%
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$6.21M +$6M +167,900 New
CAM
54
Congress Asset Management
Massachusetts
$6.21M
Russell Investments Group
55
Russell Investments Group
United Kingdom
$6.19M +$1.56M +43,681 +36%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$6.15M +$2.45M +68,577 +70%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.11M -$508K -14,239 -8%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$5.92M -$190K -5,310 -3%
UBS Group
59
UBS Group
Switzerland
$5.85M +$1.75M +49,065 +45%
Victory Capital Management
60
Victory Capital Management
Texas
$5.72M +$5.3M +148,536 +2,483%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$5.68M +$618K +17,295 +13%
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.6M +$17.9K +500 +0.3%
GLA
63
Great Lakes Advisors
Illinois
$5.53M +$491K +13,762 +10%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$5.37M
Morgan Stanley
65
Morgan Stanley
New York
$5.16M +$586K +16,404 +13%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$4.58M -$1.39M -38,883 -24%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$4.56M -$4.46K -125 -0.1%
Legal & General Group
68
Legal & General Group
United Kingdom
$4.24M +$221K +6,188 +6%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.97M +$1.35M +37,908 +55%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$3.82M -$50.7K -1,421 -1%
CS
71
Credit Suisse
Switzerland
$3.63M +$58.3K +1,632 +2%
DIA
72
Dean Investment Associates
Ohio
$3.52M -$318K -8,895 -9%
UBS AM
73
UBS AM
Illinois
$3.27M +$193K +5,411 +7%
RJA
74
Raymond James & Associates
Florida
$3.19M -$6.21K -174 -0.2%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$3.04M +$7.14K +200 +0.2%

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.