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226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$775K -$140K -4,212 -15%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$774K +$26.5K +800 +4%
NBC
128
Neuberger Berman Canada
Ontario, Canada
$755K -$302K -9,113 -29%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$726K
GS
130
GAM Systematic
United Kingdom
$712K -$265K -7,995 -27%
Jane Street
131
Jane Street
New York
$692K +$690K +20,832 New
TCM
132
Tradewinds Capital Management
Washington
$685K -$85.8K -2,591 -11%
MC
133
Menta Capital
California
$651K +$649K +19,600 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$630K -$21.7K -656 -3%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$618K
LCM
136
Laurion Capital Management
New York
$614K +$210K +6,349 +52%
FRM
137
Fox Run Management
Connecticut
$608K +$606K +18,300 New
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$602K +$43.4K +1,310 +8%
ICM
139
IMS Capital Management
Oregon
$548K -$96.6K -2,916 -15%
PP
140
Paloma Partners
Connecticut
$548K -$2.12K -64 -0.4%
WCM
141
Wedge Capital Management
North Carolina
$533K +$532K +16,068 New
CIC
142
Cutler Investment Counsel
Oregon
$526K
CEP
143
Chicago Equity Partners
Illinois
$513K
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$511K +$364 +11 +0.1%
MHS
145
M Holdings Securities
Oregon
$501K +$56.5K +1,706 +13%
AW
146
Alpha Windward
Massachusetts
$497K +$36.9K +1,115 +8%
AG
147
Advisor Group
Arizona
$483K +$15.1K +456 +3%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$480K +$17.3K +522 +4%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$471K -$46.4K -1,400 -9%
WCM
150
Washington Capital Management
Washington
$468K

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.