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210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $251K | Put options by funds: $56K

1.23% more ownership

Funds ownership: 82.41%83.64% (+1.2%)

2% more capital invested

Capital invested by funds: $1.66B → $1.7B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226210 (-16)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$4.21M +$60.5K +2,347 +2%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$4.06M -$581K -22,540 -13%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$3.96M +$64.4K +2,500 +2%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.9M +$504K +19,562 +16%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.8M -$393K -15,238 -10%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$3.78M +$68.7K +2,666 +2%
Legal & General Group
57
Legal & General Group
United Kingdom
$3.42M +$143K +5,540 +5%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$3.06M +$1.93M +75,035 +193%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$3.06M -$101K -3,916 -3%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$2.65M -$83.3K -3,232 -3%
RJA
61
Raymond James & Associates
Florida
$2.52M +$61.5K +2,386 +3%
SG Americas Securities
62
SG Americas Securities
New York
$2.49M +$978K +37,976 +69%
Man Group
63
Man Group
United Kingdom
$2.33M +$2.23M +86,715 New
UBS Group
64
UBS Group
Switzerland
$2.24M -$118K -4,563 -5%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2.22M -$2.68K -104 -0.1%
CS
66
Credit Suisse
Switzerland
$2.12M +$446K +17,325 +28%
MIM
67
MetLife Investment Management
New Jersey
$2.12M +$43.9K +1,704 +2%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.1M -$2.38M -92,387 -54%
UBS AM
69
UBS AM
Illinois
$2.01M -$195K -7,555 -9%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$2M
MOACM
71
Mutual of America Capital Management
New York
$1.97M +$11.3K +439 +0.6%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.96M +$4.25K +165 +0.2%
Barclays
73
Barclays
United Kingdom
$1.95M +$680K +26,405 +57%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.91M
SAIG
75
Semper Augustus Investments Group
Colorado
$1.75M +$13.4K +521 +0.8%

WAFD Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2020, worth a combined $1.7B — up 2.3% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WAFD and 19 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, adding an estimated $15M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $18.9M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2020, down from 226 in Q1 2020.
  • Funds reported $1.7B of WaFd stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q2 2020 and 34 closed out, a net change of -15 holders.
  • The largest WaFd buyer in Q2 2020 was Janus Henderson Group, an estimated $15M added.
  • The largest WaFd seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.