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242 hedge funds and large institutions have $2.49B invested in WaFd in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 224242 (+18)

1% more capital invested

Capital invested by funds: $2.47B → $2.49B (+$19M)

0.71% more ownership

Funds ownership: 82.96%83.67% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
78
Reduced
93
Closed
16
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$2.89M +$187K +5,457 +7%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$2.58M +$1.22M +35,508 +89%
Comerica Bank
78
Comerica Bank
Texas
$2.49M -$25.4K -739 -1%
MOACM
79
Mutual of America Capital Management
New York
$2.43M -$31K -902 -1%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$2.39M +$89K +2,591 +4%
TRIM
81
Thompson Rubinstein Investment Management
Oregon
$2.2M
CG
82
Colony Group
Massachusetts
$2.18M -$35.9K -1,045 -2%
American Century Companies
83
American Century Companies
Missouri
$2.17M
ASRS
84
Arizona State Retirement System
Arizona
$2.15M +$427K +12,437 +25%
3C
85
361 Capital
Colorado
$2.11M +$2.11M +61,496 New
UBS AM
86
UBS AM
Illinois
$2.1M +$34.6K +1,007 +2%
HIM
87
Harbour Investment Management
Washington
$2.06M -$141K -4,100 -6%
TPSF
88
Texas Permanent School Fund
Texas
$2.02M -$201K -5,851 -9%
CL
89
CPWM LLC
Washington
$2.01M
CCM
90
Coldstream Capital Management
Washington
$1.99M +$36.8K +1,071 +2%
SAIG
91
Semper Augustus Investments Group
Colorado
$1.92M -$927 -27 -0%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$1.9M -$93.4K -2,720 -5%
Canada Life
93
Canada Life
Manitoba, Canada
$1.83M +$93.5K +2,723 +5%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.8M +$1.81M +52,586 New
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$3.07M -89,312 -64%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.71M +$327K +9,512 +23%
Hotchkis & Wiley Capital Management
97
Hotchkis & Wiley Capital Management
California
$1.63M +$1.64M +47,680 New
SCM
98
Sterling Capital Management
North Carolina
$1.58M +$13.7K +398 +0.9%
DADC
99
D.A. Davidson & Co
Montana
$1.53M +$13.2K +385 +0.9%
Macquarie Group
100
Macquarie Group
Australia
$1.48M -$72.1K -2,100 -5%

WAFD Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2017, worth a combined $2.49B — up 0.77% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 16 closed out — a net gain of 18 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $18.3M. The largest seller was Fidelity Investments, cutting an estimated $45.3M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2017, up from 224 in Q3 2017.
  • Funds reported $2.49B of WaFd stock for Q4 2017, up 0.77% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q4 2017 and 16 closed out, a net change of +18 holders.
  • The largest WaFd buyer in Q4 2017 was Deutsche Bank, an estimated $18.3M added.
  • The largest WaFd seller in Q4 2017 was Fidelity Investments, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.