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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
Royce & Associates
New York
$1.52M -$77K -3,000 -5%
Canada Life
102
Canada Life
Manitoba, Canada
$1.47M
Jacobs Levy Equity Management
103
Jacobs Levy Equity Management
New Jersey
$1.35M -$2.59M -100,809 -67%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$1.31M -$433K -16,898 -26%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$1.28M +$454K +17,700 +58%
N
106
Nuveen
North Carolina
$1.26M
BA
107
BlackRock Advisors
Delaware
$1.25M +$109K +4,263 +10%
SCM
108
Sterling Capital Management
North Carolina
$1.22M -$2K -78 -0.2%
DADC
109
D.A. Davidson & Co
Montana
$1.21M +$36.9K +1,439 +3%
Nordea Investment Management
110
Nordea Investment Management
Sweden
$1.2M +$461K +17,973 +67%
CA
111
Cetera Advisors
Colorado
$1.17M
SO
112
STRS Ohio
Ohio
$1.16M -$41K -1,600 -4%
MSA
113
Mason Street Advisors
Wisconsin
$1.12M +$8.64K +337 +0.8%
MERSOM
114
Municipal Employees' Retirement System of Michigan
Michigan
$1.09M +$16.4K +640 +2%
LMGAM
115
Liberty Mutual Group Asset Management
Massachusetts
$1.03M -$33.5K -1,305 -3%
LPL Financial
116
LPL Financial
California
$1.02M -$16.2K -631 -2%
ASRS
117
Arizona State Retirement System
Arizona
$1.02M -$7.7K -300 -0.8%
Citigroup
118
Citigroup
New York
$992K +$814K +31,748 +588%
SOMRS
119
State of Michigan Retirement System
Michigan
$972K -$2.56K -100 -0.3%
AIP
120
Ameritas Investment Partners
Nebraska
$951K +$357K +13,922 +64%
EA
121
Emerald Acquisition
Washington
$944K -$10.1M -393,780 -92%
AG
122
Aperio Group
California
$874K +$110K +4,305 +15%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$857K +$16.1K +628 +2%
SG Americas Securities
124
SG Americas Securities
New York
$852K -$189K -7,361 -19%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$780K +$108K +4,228 +17%

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.