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WaFd
WAFD

224 hedge funds and large institutions have $2.47B invested in WaFd in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 226 → 224 (-2)

1% less capital invested

Capital invested by funds: $2.5B → $2.47B (-$28.7M)

1.12% less ownership

Funds ownership: 84.08% → 82.96% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 95

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
73
Reduced
95
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$428K

Top Buyers

Rank Fund Capital Flow
1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$10.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.41M
3
CAM
Congress Asset Management
Massachusetts
+$6.48M
4
BlackRock
BlackRock
New York
+$3.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.5M
2
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$9.11M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.61M
4
SFM
Systematic Financial Management
New Jersey
-$5.79M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$2.41M +$1.82K +56 +0.1%
Comerica Bank
77
Comerica Bank
Texas
$2.38M -$15.9K -490 -0.7%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$2.36M -$4.55M -140,000 -67%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$2.26M +$304K +9,337 +16%
TPSF
80
Texas Permanent School Fund
Texas
$2.18M -$16.6K -509 -0.8%
CG
81
Colony Group
Massachusetts
$2.17M -$51.4K -1,580 -2%
TRIM
82
Thompson Rubinstein Investment Management
Oregon
$2.16M -$4.07K -125 -0.2%
HIM
83
Harbour Investment Management
Washington
$2.16M -$1.63K -50 -0.1%
American Century Companies
84
American Century Companies
Missouri
$2.14M -$2.07M -63,516 -50%
APG Asset Management
85
APG Asset Management
Netherlands
$2.11M +$2.04M +62,600 New
UBS AM
86
UBS AM
Illinois
$2.03M +$70.3K +2,162 +4%
Credit Agricole
87
Credit Agricole
France
$2M +$25K +769 +1%
CL
88
CPWM LLC
Washington
$1.97M – – –
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$1.96M -$117K -3,600 -6%
Millennium Management
90
Millennium Management
New York
$1.93M +$1.6M +49,281 +619%
CCM
91
Coldstream Capital Management
Washington
$1.92M -$55.1K -1,694 -3%
SAIG
92
Semper Augustus Investments Group
Colorado
$1.89M – – –
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$1.77M -$2.15M -66,221 -56%
Canada Life
94
Canada Life
Manitoba, Canada
$1.72M -$121K -3,723 -7%
ASRS
95
Arizona State Retirement System
Arizona
$1.69M +$410K +12,616 +33%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$1.66M -$878K -27,000 -35%
PI
97
PineBridge Investments
New York
$1.59M +$10.1K +311 +0.7%
SCM
98
Sterling Capital Management
North Carolina
$1.54M – – –
Macquarie Group
99
Macquarie Group
Australia
$1.52M +$68.3K +2,100 +5%
Barclays
100
Barclays
United Kingdom
$1.51M +$83K +2,551 +6%
2 3
4
5 6

WAFD Hedge Fund Activity: Q3 2017 in Review

224 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2017, worth a combined $2.47B — down 1.1% from $2.5B a quarter earlier.

Fund positioning in WAFD was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 73 added to existing stakes and 95 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $29.5M.

  • 224 institutional investors held WaFd (WAFD) as of Q3 2017, down from 226 in Q2 2017.
  • Funds reported $2.47B of WaFd stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 14 funds opened new WaFd positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest WaFd buyer in Q3 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $10.8M added.
  • The largest WaFd seller in Q3 2017 was Fidelity Investments, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2017.