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WaFd
WAFD

201 hedge funds and large institutions have $1.29B invested in WaFd in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

1.35% less ownership

Funds ownership: 83.64% → 82.29% (-1.4%)

4% less funds holding

Funds holding: 210 → 201 (-9)

24% less capital invested

Capital invested by funds: $1.7B → $1.29B (-$409M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
4.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
53
Reduced
87
Closed
27
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
-$195K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$24.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$11.6M
3
WHG
Westwood Holdings Group
Texas
+$9.35M
4
Millennium Management
Millennium Management
New York
+$6.89M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$23.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.8M
3
BlackRock
BlackRock
New York
-$8.42M
4
ProShare Advisors
ProShare Advisors
Maryland
-$6.29M
5
Bank of America
Bank of America
North Carolina
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMIMC
101
Northwestern Mutual Investment Management Company
Wisconsin
$707K – – –
HF
102
HRT Financial
New York
$691K -$175K -7,440 -18%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$643K +$233K +9,895 +47%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$639K +$713K +30,269 New
PP
105
Paloma Partners
Connecticut
$638K +$146K +6,190 +25%
AIP
106
Ameritas Investment Partners
Nebraska
$596K – – –
SOMRS
107
State of Michigan Retirement System
Michigan
$575K – – –
TA
108
Teton Advisors
New York
$564K – – –
FWCM
109
Ferguson Wellman Capital Management
Oregon
$563K – – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$561K -$9.97K -423 -2%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$557K -$54.2K -2,300 -8%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$548K -$7.8K -331 -1%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$533K -$39.7K -1,684 -6%
M&T Bank
114
M&T Bank
New York
$515K +$55.8K +2,366 +11%
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$506K +$194K +8,248 +51%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$496K -$102K -4,312 -15%
DCM
117
Dupont Capital Management
Delaware
$481K -$47.5K -2,015 -8%
ASRS
118
Arizona State Retirement System
Arizona
$477K +$125K +5,292 +30%
LPL Financial
119
LPL Financial
California
$467K -$5.45K -231 -1%
RJA
120
Raymond James & Associates
Florida
$444K -$1.71M -72,642 -77%
ECM
121
ExodusPoint Capital Management
New York
$436K +$493K +20,908 New
CCM
122
Coldstream Capital Management
Washington
$433K -$206K -8,748 -30%
TCM
123
Tradewinds Capital Management
Washington
$429K – – –
Two Sigma Advisers
124
Two Sigma Advisers
New York
$423K +$113K +4,800 +31%
Citigroup
125
Citigroup
New York
$416K -$522K -22,132 -53%
3 4
5
6 7

WAFD Hedge Fund Activity: Q3 2020 in Review

201 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2020, worth a combined $1.29B — down 24% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WAFD and 19 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, adding an estimated $24.6M. The largest seller was Invesco, cutting an estimated $23.5M.

  • 201 institutional investors held WaFd (WAFD) as of Q3 2020, down from 210 in Q2 2020.
  • Funds reported $1.29B of WaFd stock for Q3 2020, down 24% quarter-over-quarter.
  • 19 funds opened new WaFd positions in Q3 2020 and 27 closed out, a net change of -8 holders.
  • The largest WaFd buyer in Q3 2020 was Citadel Advisors, an estimated $24.6M added.
  • The largest WaFd seller in Q3 2020 was Invesco, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2020.