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210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $251K | Put options by funds: $56K

1.23% more ownership

Funds ownership: 82.41%83.64% (+1.2%)

2% more capital invested

Capital invested by funds: $1.66B → $1.7B (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 226210 (-16)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$1.02M +$285K +11,049 +41%
MWNA
102
Marshall Wace North America
New York
$1.02M -$975K -37,865 -50%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$973K -$150K -5,828 -14%
EWM
104
Empirical Wealth Management
Washington
$926K
CCM
105
Coldstream Capital Management
Washington
$792K +$28.9K +1,121 +4%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$778K -$12.9K -500 -2%
AIP
107
Ameritas Investment Partners
Nebraska
$767K -$7.73K -300 -1%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$754K +$5.67K +220 +0.8%
Prudential Financial
109
Prudential Financial
New Jersey
$748K -$775K -30,092 -52%
SOMRS
110
State of Michigan Retirement System
Michigan
$739K +$150K +5,829 +27%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$733K +$120K +4,676 +21%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$731K -$62K -2,406 -8%
TA
113
Teton Advisors
New York
$726K -$46.4K -1,800 -6%
FWCM
114
Ferguson Wellman Capital Management
Oregon
$724K
VOYA Investment Management
115
VOYA Investment Management
Georgia
$714K -$316K -12,250 -32%
NMIMC
116
Northwestern Mutual Investment Management Company
Wisconsin
$707K -$22.3K -864 -3%
DCM
117
Dupont Capital Management
Delaware
$673K +$269K +10,425 +71%
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$672K +$332K +12,876 +106%
SBH
119
Segall Bryant & Hamill
Illinois
$664K -$1.14M -44,248 -64%
PP
120
Paloma Partners
Connecticut
$655K +$628K +24,381 New
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$643K -$683K -26,524 -53%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$636K -$319K -12,401 -34%
LPL Financial
123
LPL Financial
California
$608K +$84.2K +3,267 +17%
M&T Bank
124
M&T Bank
New York
$599K +$191K +7,409 +50%
TRCT
125
Tower Research Capital (TRC)
New York
$581K +$558K +21,653 New

WAFD Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2020, worth a combined $1.7B — up 2.3% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of WAFD and 19 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, adding an estimated $15M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $18.9M.

  • 210 institutional investors held WaFd (WAFD) as of Q2 2020, down from 226 in Q1 2020.
  • Funds reported $1.7B of WaFd stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q2 2020 and 34 closed out, a net change of -15 holders.
  • The largest WaFd buyer in Q2 2020 was Janus Henderson Group, an estimated $15M added.
  • The largest WaFd seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2020.