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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$2.98M -$151K -4,234 -5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.95M +$4.68K +131 +0.2%
3C
78
361 Capital
Colorado
$2.95M -$64.8K -1,815 -2%
Federated Hermes
79
Federated Hermes
Pennsylvania
$2.87M +$918K +25,694 +50%
BA
80
Boston Advisors
Massachusetts
$2.65M +$870K +24,370 +52%
MOACM
81
Mutual of America Capital Management
New York
$2.62M -$12.7K -355 -0.5%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$2.56M +$13.4K +376 +0.5%
OAM
83
Oxford Asset Management
United Kingdom
$2.48M +$2.39M +66,978 New
CG
84
Colony Group
Massachusetts
$2.35M -$12.7K -355 -0.6%
KBC Group
85
KBC Group
Belgium
$2.34M
ERSOT
86
Employees Retirement System of Texas
Texas
$2.33M
CEP
87
Chicago Equity Partners
Illinois
$2.19M +$2.11M +59,100 New
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$2.17M +$1.42M +39,862 +213%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$2.15M -$476K -13,319 -19%
Prudential Financial
90
Prudential Financial
New Jersey
$2.09M -$8.46M -237,036 -81%
SAIG
91
Semper Augustus Investments Group
Colorado
$2.05M +$36.5K +1,023 +2%
TPSF
92
Texas Permanent School Fund
Texas
$2M -$19.7K -551 -1%
CL
93
CPWM LLC
Washington
$1.98M
HIM
94
Harbour Investment Management
Washington
$1.98M -$19.6K -550 -1%
AG
95
Aperio Group
California
$1.94M -$16.4K -460 -0.9%
ASRS
96
Arizona State Retirement System
Arizona
$1.83M -$318K -8,898 -15%
Millennium Management
97
Millennium Management
New York
$1.83M +$1.04M +29,145 +144%
DADC
98
D.A. Davidson & Co
Montana
$1.78M -$67K -1,876 -4%
Holocene Advisors
99
Holocene Advisors
New York
$1.76M +$1.08M +30,319 +176%
PP
100
Pegasus Partners
Wisconsin
$1.75M +$866K +24,248 +105%

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.