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209 hedge funds and large institutions have $1.87B invested in WaFd in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $1.75B → $1.87B (+$124M)

3% more funds holding

Funds holding: 202209 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 83

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
70
Reduced
83
Closed
9
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$676K +$9.8K +408 +1%
TA
127
Teton Advisors
New York
$666K
Nordea Investment Management
128
Nordea Investment Management
Sweden
$652K +$470K +19,555 +267%
VRS
129
Virginia Retirement Systems
Virginia
$626K +$620K +25,800 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$607K -$263K -10,933 -30%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$587K -$28.8K -1,200 -5%
TCM
132
Tradewinds Capital Management
Washington
$583K +$21.2K +882 +4%
AAM
133
Auxier Asset Management
Oregon
$581K
GS
134
GAM Systematic
United Kingdom
$560K +$24K +999 +5%
FCBT
135
First Citizens Bank & Trust
North Carolina
$552K -$92.9K -3,865 -15%
USAA
136
United Services Automobile Association
Texas
$540K +$10.8K +450 +2%
DC
137
Deere & Company
Illinois
$535K
AIP
138
Ameritas Investment Partners
Nebraska
$527K +$12.8K +534 +3%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$523K
CCA
140
Catalyst Capital Advisors
New York
$492K +$488K +20,300 New
ICM
141
IMS Capital Management
Oregon
$486K -$4.3K -179 -0.9%
JP Morgan Chase
142
JP Morgan Chase
New York
$472K +$13.6K +565 +3%
GCP
143
GSA Capital Partners
United Kingdom
$459K +$154K +6,400 +51%
UFF
144
USA Financial Formulas
Michigan
$453K +$449K +18,671 New
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$451K
AA
146
ALPS Advisors
Colorado
$436K -$31.7K -1,320 -7%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$426K
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$425K +$27.9K +1,161 +7%
AW
149
Alpha Windward
Massachusetts
$403K -$46.1K -1,920 -10%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$400K

WAFD Hedge Fund Activity: Q2 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2016, worth a combined $1.87B — up 7.1% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WAFD positions and 9 closed out — a net gain of 11 holders — while 70 added to existing stakes and 83 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $12.2M. The largest seller was State Street, cutting an estimated $13M.

  • 209 institutional investors held WaFd (WAFD) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.87B of WaFd stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new WaFd positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest WaFd buyer in Q2 2016 was Foundry Partners, an estimated $12.2M added.
  • The largest WaFd seller in Q2 2016 was State Street, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2016.