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WaFd
WAFD

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: 223 → 225 (+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: 2 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$11.5M
2
WG
Winton Group
United Kingdom
+$11.3M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$11.2M
4
Invesco
Invesco
Georgia
+$6.72M
5
GLA
Great Lakes Advisors
Illinois
+$3.83M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$15.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.4M
3
Deutsche Bank
Deutsche Bank
Germany
-$10M
4
Millennium Management
Millennium Management
New York
-$7.47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$1.29M -$65.9K -2,241 -5%
MSA
102
Mason Street Advisors
Wisconsin
$1.25M +$13.1K +445 +1%
Macquarie Group
103
Macquarie Group
Australia
$1.25M – – –
SEI Investments
104
SEI Investments
Pennsylvania
$1.14M +$967K +32,895 +402%
BC
105
Brinker Capital
Pennsylvania
$1.08M +$191K +6,495 +21%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M +$942K +32,048 +775%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$1.01M – – –
EWM
108
Empirical Wealth Management
Washington
$1M +$1.02M +34,773 New
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$989K +$42.8K +1,455 +4%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$965K -$57K -1,939 -5%
CCM
111
Coldstream Capital Management
Washington
$941K -$8.44K -287 -0.9%
TA
112
Teton Advisors
New York
$940K – – –
CIC
113
Cornercap Investment Counsel
Georgia
$929K – – –
Barclays
114
Barclays
United Kingdom
$910K +$140K +4,764 +18%
AIP
115
Ameritas Investment Partners
Nebraska
$890K – – –
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$868K +$123K +4,181 +16%
SOMRS
117
State of Michigan Retirement System
Michigan
$836K -$2.94K -100 -0.3%
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$816K +$703K +23,900 New
BGDI
119
BW Gestao de Investimentos
Brazil
$808K -$101K -3,439 -11%
ACL
120
Azora Capital LP
Florida
$775K +$789K +26,819 New
Millennium Management
121
Millennium Management
New York
$756K -$7.47M -254,132 -91%
LPL Financial
122
LPL Financial
California
$748K +$42.9K +1,460 +6%
ProShare Advisors
123
ProShare Advisors
Maryland
$748K +$44.9K +1,527 +6%
DCM
124
Dean Capital Management
Kansas
$742K -$2.32M -78,939 -75%
AQR Capital Management
125
AQR Capital Management
Connecticut
$656K -$2.42M -82,459 -78%
3 4
5
6 7

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.