We are live on ! Find out more

226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$1.47M +$31.6K +955 +2%
Federated Hermes
102
Federated Hermes
Pennsylvania
$1.46M -$89.4K -2,699 -6%
MSA
103
Mason Street Advisors
Wisconsin
$1.45M +$50.3K +1,518 +4%
CA
104
Cetera Advisors
Colorado
$1.44M -$13.3K -400 -0.9%
Macquarie Group
105
Macquarie Group
Australia
$1.43M
Barclays
106
Barclays
United Kingdom
$1.41M +$83.2K +2,510 +6%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.33M +$140K +4,225 +12%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$1.28M +$517K +15,595 +68%
ASRS
109
Arizona State Retirement System
Arizona
$1.25M +$19.9K +600 +2%
SOMRS
110
State of Michigan Retirement System
Michigan
$1.22M +$19.9K +600 +2%
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$1.21M -$891K -26,883 -42%
AG
112
Aperio Group
California
$1.18M -$357K -10,775 -23%
MERSOM
113
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M -$224K -6,760 -16%
AIP
114
Ameritas Investment Partners
Nebraska
$1.13M
SO
115
STRS Ohio
Ohio
$1.1M -$345K -10,400 -24%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.1M +$44.8K +1,351 +4%
LMGAM
117
Liberty Mutual Group Asset Management
Massachusetts
$991K -$314K -9,480 -24%
BC
118
Brinker Capital
Pennsylvania
$986K -$24.9K -752 -2%
TA
119
Teton Advisors
New York
$911K
ProShare Advisors
120
ProShare Advisors
Maryland
$894K -$133K -4,004 -13%
JG
121
Jefferies Group
New York
$844K +$15.8K +477 +2%
SEI Investments
122
SEI Investments
Pennsylvania
$842K +$395K +11,929 +89%
USAA
123
United Services Automobile Association
Texas
$830K
AAM
124
Auxier Asset Management
Oregon
$791K
LPL Financial
125
LPL Financial
California
$788K -$444K -13,396 -36%

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.