We are live on ! Find out more

209 hedge funds and large institutions have $1.87B invested in WaFd in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$124M)

3% more funds holding

Funds holding: 202209 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 83

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
70
Reduced
83
Closed
9
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$2.9M +$1.93M +80,415 +205%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$2.85M -$14.2K -590 -0.5%
Deutsche Bank
78
Deutsche Bank
Germany
$2.33M -$1.76M -73,087 -43%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$2.29M -$60.7K -2,524 -3%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$2.2M -$536K -22,290 -20%
PPA
81
Parametric Portfolio Associates
Washington
$2.11M +$70.8K +2,946 +4%
UBS AM
82
UBS AM
Illinois
$1.89M -$5.45M -226,676 -74%
AIMCA
83
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.89M
Legal & General Group
84
Legal & General Group
United Kingdom
$1.83M +$182K +7,586 +11%
TRIM
85
Thompson Rubinstein Investment Management
Oregon
$1.77M
Citadel Advisors
86
Citadel Advisors
Florida
$1.71M -$6.05M -251,841 -78%
TPSF
87
Texas Permanent School Fund
Texas
$1.69M -$93.8K -3,902 -5%
BG
88
BlackRock Group
United Kingdom
$1.68M -$79.4K -3,304 -5%
MOACM
89
Mutual of America Capital Management
New York
$1.65M +$112K +4,679 +7%
CCM
90
Coldstream Capital Management
Washington
$1.65M -$23.7K -986 -1%
HIM
91
Harbour Investment Management
Washington
$1.63M -$9.61K -400 -0.6%
CG
92
Colony Group
Massachusetts
$1.61M -$48.5K -2,020 -3%
Comerica Bank
93
Comerica Bank
Texas
$1.61M +$28.8K +1,198 +2%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$1.6M -$562K -23,390 -26%
UBS Group
95
UBS Group
Switzerland
$1.59M +$79K +3,289 +5%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.5M +$197K +8,200 +15%
CL
97
CPWM LLC
Washington
$1.49M
PP
98
Paloma Partners
Connecticut
$1.47M -$402K -16,743 -22%
RA
99
Royce & Associates
New York
$1.46M -$1.24M -51,400 -46%
KGI
100
KBI Global Investors
Ireland
$1.45M +$1.43M +59,570 New

WAFD Hedge Fund Activity: Q2 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2016, worth a combined $1.87B — up 7.1% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 9 closed out — a net gain of 11 holders — while 70 added to existing stakes and 83 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $13M.

  • 209 institutional investors held WaFd (WAFD) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.87B of WaFd stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q2 2016 was Foundry Partners, an estimated $12.2M added.
  • The largest WaFd seller in Q2 2016 was State Street, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2016.