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225 hedge funds and large institutions have $1.99B invested in WaFd in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.9B → $1.99B (+$96.8M)

1% more funds holding

Funds holding: 223225 (+2)

2.1% less ownership

Funds ownership: 87.12%85.02% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
67
Reduced
83
Closed
20
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.08M +$856K +29,112 +68%
MOACM
77
Mutual of America Capital Management
New York
$2.07M -$265 -9 -0%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.99M +$5.59K +190 +0.3%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$1.9M
Citigroup
80
Citigroup
New York
$1.86M +$1.18M +40,154 +165%
CG
81
Colony Group
Massachusetts
$1.84M +$17.1K +580 +0.9%
TRIM
82
Thompson Rubinstein Investment Management
Oregon
$1.84M
KBC Group
83
KBC Group
Belgium
$1.82M
ASRS
84
Arizona State Retirement System
Arizona
$1.68M -$7.35K -250 -0.4%
Federated Hermes
85
Federated Hermes
Pennsylvania
$1.67M -$4.54M -154,343 -73%
TPSF
86
Texas Permanent School Fund
Texas
$1.59M +$51.3K +1,744 +3%
Man Group
87
Man Group
United Kingdom
$1.58M -$3.62M -123,070 -69%
Comerica Bank
88
Comerica Bank
Texas
$1.58M -$18.7K -637 -1%
HIM
89
Harbour Investment Management
Washington
$1.57M -$43.3K -1,471 -3%
SAIG
90
Semper Augustus Investments Group
Colorado
$1.56M
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$1.55M -$395K -13,439 -20%
CL
92
CPWM LLC
Washington
$1.55M
AG
93
Aperio Group
California
$1.47M +$285K +9,695 +24%
Canada Life
94
Canada Life
Manitoba, Canada
$1.45M -$4.32K -147 -0.3%
DADC
95
D.A. Davidson & Co
Montana
$1.4M -$22.8K -777 -2%
AAM
96
Auxier Asset Management
Oregon
$1.38M -$5.17K -176 -0.4%
SCM
97
Sterling Capital Management
North Carolina
$1.38M +$37.4K +1,272 +3%
BA
98
Boston Advisors
Massachusetts
$1.38M +$16.1K +546 +1%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$1.37M -$18.1K -614 -1%
American Century Companies
100
American Century Companies
Missouri
$1.32M -$6.16M -209,572 -82%

WAFD Hedge Fund Activity: Q1 2019 in Review

225 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2019, worth a combined $1.99B — up 5.1% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 20 closed out — a net gain of 3 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $11.5M. The largest seller was BlackRock, cutting an estimated $15.5M.

  • 225 institutional investors held WaFd (WAFD) as of Q1 2019, up from 223 in Q4 2018.
  • Funds reported $1.99B of WaFd stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q1 2019 and 20 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q1 2019 was LSV Asset Management, an estimated $11.5M added.
  • The largest WaFd seller in Q1 2019 was BlackRock, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2019.