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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
AAM
101
Auxier Asset Management
Oregon
$1.73M -$71.4K -2,000 -4%
Barclays
102
Barclays
United Kingdom
$1.7M -$543K -15,201 -25%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.67M -$69.5K -1,945 -4%
Comerica Bank
104
Comerica Bank
Texas
$1.67M -$14.2K -399 -0.9%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$1.66M +$459K +12,840 +40%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.64M +$319K +8,924 +25%
SEI Investments
107
SEI Investments
Pennsylvania
$1.54M +$117K +3,273 +9%
MSA
108
Mason Street Advisors
Wisconsin
$1.54M -$44.2K -1,237 -3%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$1.52M -$301K -8,435 -17%
AQR Capital Management
110
AQR Capital Management
Connecticut
$1.51M +$1.45M +40,726 New
BC
111
Brinker Capital
Pennsylvania
$1.36M +$20.7K +579 +2%
JG
112
Jefferies Group
New York
$1.31M +$148K +4,157 +13%
HAI
113
Hennessy Advisors Inc
California
$1.29M -$1.43M -40,000 -53%
EWM
114
Empirical Wealth Management
Washington
$1.29M
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.24M +$22.7K +636 +2%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.23M -$49.5K -1,386 -4%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.23M
Citigroup
118
Citigroup
New York
$1.23M -$1.03M -28,923 -47%
TA
119
Teton Advisors
New York
$1.2M
HF
120
HRT Financial
New York
$1.2M +$1.16M +32,560 New
PP
121
Paloma Partners
Connecticut
$1.19M +$507K +14,200 +79%
CCM
122
Coldstream Capital Management
Washington
$1.17M +$3.54K +99 +0.3%
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$1.11M -$82.5K -2,311 -7%
AIP
124
Ameritas Investment Partners
Nebraska
$1.07M -$44K -1,231 -4%
FWCM
125
Ferguson Wellman Capital Management
Oregon
$998K +$963K +26,978 New

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.