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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$1.62M +$297K +8,351 +22%
SCM
102
Sterling Capital Management
North Carolina
$1.6M
KBC Group
103
KBC Group
Belgium
$1.58M +$1.58M +44,567 +4,439%
MSA
104
Mason Street Advisors
Wisconsin
$1.5M +$14.9K +420 +1%
DADC
105
D.A. Davidson & Co
Montana
$1.49M -$52.7K -1,483 -3%
Macquarie Group
106
Macquarie Group
Australia
$1.49M
Barclays
107
Barclays
United Kingdom
$1.42M +$124K +3,486 +9%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.39M -$44.1K -1,243 -3%
PP
109
Paloma Partners
Connecticut
$1.38M +$774K +21,804 +121%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.35M +$184K +5,171 +15%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.29M -$51.3K -1,445 -4%
SCM
112
Stevens Capital Management
Pennsylvania
$1.26M +$1.3M +36,528 New
USAA
113
United Services Automobile Association
Texas
$1.24M +$341K +9,615 +37%
LCM
114
Laurion Capital Management
New York
$1.2M +$318K +8,965 +35%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$7.71K +217 +0.7%
SO
116
STRS Ohio
Ohio
$1.15M
AIP
117
Ameritas Investment Partners
Nebraska
$1.14M -$31.5K -888 -3%
ME
118
McIlrath & Eck
Washington
$1.12M
SOMRS
119
State of Michigan Retirement System
Michigan
$1.09M +$7.1K +200 +0.6%
AL
120
AJO LP
Pennsylvania
$1.08M -$31.1K -875 -3%
ProShare Advisors
121
ProShare Advisors
Maryland
$1.07M -$81.7K -2,300 -7%
BC
122
Brinker Capital
Pennsylvania
$1.03M -$8.7K -245 -0.8%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$929K
AG
124
Aperio Group
California
$889K -$18.4K -518 -2%
LPL Financial
125
LPL Financial
California
$889K +$16.6K +467 +2%

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.