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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$3.17M -$149K -4,193 -4%
CEP
77
Chicago Equity Partners
Illinois
$3.08M +$2.62M +73,755 +480%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$3.02M +$618K +17,394 +25%
UBS Group
79
UBS Group
Switzerland
$2.59M -$337K -9,490 -11%
UBS AM
80
UBS AM
Illinois
$2.53M +$424K +11,935 +19%
MOACM
81
Mutual of America Capital Management
New York
$2.46M +$13.8K +390 +0.6%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$2.35M -$267K -7,506 -10%
MWNA
83
Marshall Wace North America
New York
$2.35M +$1.75M +49,361 +268%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$2.27M +$358K +10,070 +18%
TRIM
85
Thompson Rubinstein Investment Management
Oregon
$2.22M
CG
86
Colony Group
Massachusetts
$2.21M +$8.88K +250 +0.4%
Comerica Bank
87
Comerica Bank
Texas
$2.16M -$23.5K -661 -1%
American Century Companies
88
American Century Companies
Missouri
$2.15M -$46.2K -1,302 -2%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$2.08M -$3.55M -100,000 -63%
CCM
90
Coldstream Capital Management
Washington
$2.07M +$64.4K +1,814 +3%
HIM
91
Harbour Investment Management
Washington
$2.03M -$46.4K -1,308 -2%
CL
92
CPWM LLC
Washington
$2.02M -$4.83K -136 -0.2%
ASRS
93
Arizona State Retirement System
Arizona
$2.02M -$153K -4,300 -7%
TPSF
94
Texas Permanent School Fund
Texas
$1.98M -$62.7K -1,767 -3%
SAIG
95
Semper Augustus Investments Group
Colorado
$1.92M -$19.2K -540 -1%
Canada Life
96
Canada Life
Manitoba, Canada
$1.76M -$86.3K -2,432 -5%
AAM
97
Auxier Asset Management
Oregon
$1.71M +$928K +26,141 +112%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$1.69M -$48.6K -1,368 -3%
Jacobs Levy Equity Management
99
Jacobs Levy Equity Management
New Jersey
$1.66M +$529K +14,900 +45%
Hotchkis & Wiley Capital Management
100
Hotchkis & Wiley Capital Management
California
$1.65M

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.