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242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 237242 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.51B → $2.42B (-$88.5M)

1.13% less ownership

Funds ownership: 85.33%84.21% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 100

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.67M

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
71
Reduced
100
Closed
16
Calls
Puts
$3.67M
Net Calls
-$3.67M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$1.63M -$27.9K -761 -2%
ASRS
102
Arizona State Retirement System
Arizona
$1.63M -$186K -5,057 -10%
Comerica Bank
103
Comerica Bank
Texas
$1.59M -$11.2K -305 -0.7%
SEI Investments
104
SEI Investments
Pennsylvania
$1.53M +$47.4K +1,290 +3%
MSA
105
Mason Street Advisors
Wisconsin
$1.53M +$1.14K +31 +0.1%
SIM
106
Spark Investment Management
New York
$1.43M +$1.43M +39,000 New
Canada Life
107
Canada Life
Manitoba, Canada
$1.42M +$1.43M +38,895 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.4M +$189K +5,135 +15%
BC
109
Brinker Capital
Pennsylvania
$1.33M -$20.9K -569 -2%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$1.32M -$186K -5,059 -12%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.32M -$330K -8,991 -20%
EWM
112
Empirical Wealth Management
Washington
$1.3M +$28.8K +784 +2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$1.2M -$22.1K -603 -2%
HF
114
HRT Financial
New York
$1.19M -$1.32K -36 -0.1%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.15M -$79.1K -2,155 -6%
VCM
116
Voleon Capital Management
California
$1.06M +$1.06M +29,000 New
CCM
117
Coldstream Capital Management
Washington
$1.06M -$95.5K -2,600 -8%
AIP
118
Ameritas Investment Partners
Nebraska
$1.06M -$5.47K -149 -0.5%
TA
119
Teton Advisors
New York
$1.06M -$136K -3,700 -11%
FWCM
120
Ferguson Wellman Capital Management
Oregon
$989K
Deutsche Bank
121
Deutsche Bank
Germany
$985K +$212K +5,771 +27%
Pacer Advisors
122
Pacer Advisors
Pennsylvania
$975K -$123K -3,346 -11%
ProShare Advisors
123
ProShare Advisors
Maryland
$962K +$71.4K +1,945 +8%
HAI
124
Hennessy Advisors Inc
California
$916K -$367K -10,000 -29%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$877K +$297K +8,084 +51%

WAFD Hedge Fund Activity: Q4 2019 in Review

242 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2019, worth a combined $2.42B — down 3.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WAFD positions and 16 closed out — a net gain of 12 holders — while 71 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.22M. The largest seller was LSV Asset Management, cutting an estimated $35M.

  • 242 institutional investors held WaFd (WAFD) as of Q4 2019, up from 237 in Q3 2019.
  • Funds reported $2.42B of WaFd stock for Q4 2019, down 3.5% quarter-over-quarter.
  • 28 funds opened new WaFd positions in Q4 2019 and 16 closed out, a net change of +12 holders.
  • The largest WaFd buyer in Q4 2019 was Citadel Advisors, an estimated $8.22M added.
  • The largest WaFd seller in Q4 2019 was LSV Asset Management, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2019.