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231 hedge funds and large institutions have $2.31B invested in WaFd in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.56%86.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.31B → $2.31B (-$6.14M)

2% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 84

3% less funds holding

Funds holding: 239231 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
82
Reduced
84
Closed
25
Calls
$502K
Puts
Net Calls
+$502K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$2.99M
MIM
77
MetLife Investment Management
New Jersey
$2.84M -$69.4K -2,063 -2%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$2.69M -$383K -11,369 -12%
Barclays
79
Barclays
United Kingdom
$2.63M +$1.65M +49,117 +148%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.56M +$1.61M +47,802 +147%
UBS AM
81
UBS AM
Illinois
$2.42M +$73.3K +2,178 +3%
MOACM
82
Mutual of America Capital Management
New York
$2.29M -$32.1K -955 -1%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$2.19M -$7.03K -209 -0.3%
Jacobs Levy Equity Management
84
Jacobs Levy Equity Management
New Jersey
$2.14M +$633K +18,810 +39%
TRIM
85
Thompson Rubinstein Investment Management
Oregon
$2.04M
CG
86
Colony Group
Massachusetts
$2.04M -$10.1K -300 -0.5%
ASRS
87
Arizona State Retirement System
Arizona
$1.9M +$22.4K +667 +1%
HIM
88
Harbour Investment Management
Washington
$1.8M -$21.9K -650 -1%
SAIG
89
Semper Augustus Investments Group
Colorado
$1.77M -$34 -1 -0%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$1.73M +$396K +11,753 +28%
CL
91
CPWM LLC
Washington
$1.72M -$163K -4,840 -8%
Citigroup
92
Citigroup
New York
$1.71M -$725K -21,555 -29%
TPSF
93
Texas Permanent School Fund
Texas
$1.68M -$66K -1,960 -4%
Canada Life
94
Canada Life
Manitoba, Canada
$1.55M
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$1.55M -$9.69K -288 -0.6%
AAM
96
Auxier Asset Management
Oregon
$1.54M -$12.3K -365 -0.8%
Public Sector Pension Investment Board (PSP Investments)
97
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.53M +$1.61M +47,900 New
SCM
98
Sterling Capital Management
North Carolina
$1.49M +$12K +356 +0.8%
DADC
99
D.A. Davidson & Co
Montana
$1.48M +$71.2K +2,115 +5%
Comerica Bank
100
Comerica Bank
Texas
$1.47M -$368K -10,946 -17%

WAFD Hedge Fund Activity: Q3 2018 in Review

231 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2018, worth a combined $2.31B — down 0.27% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WAFD and 19 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 82 added.

The largest buyer was ClearBridge Investments, adding an estimated $23.9M. The largest seller was State Street, cutting an estimated $10.1M.

  • 231 institutional investors held WaFd (WAFD) as of Q3 2018, down from 239 in Q2 2018.
  • Funds reported $2.31B of WaFd stock for Q3 2018, down 0.27% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2018 and 25 closed out, a net change of -6 holders.
  • The largest WaFd buyer in Q3 2018 was ClearBridge Investments, an estimated $23.9M added.
  • The largest WaFd seller in Q3 2018 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.