WaFd
WAFD
224 hedge funds and large institutions have $2.47B invested in WaFd in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 226 → 224 (-2)
1% less capital invested
Capital invested by funds: $2.5B → $2.47B (-$28.7M)
1.12% less ownership
Funds ownership: 84.08% → 82.96% (-1.1%)
23% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$10.8M |
| 2 |
JP Morgan Chase
New York
|
+$8.41M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$6.48M |
| 4 |
BlackRock
New York
|
+$3.73M |
| 5 |
Morgan Stanley
New York
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.5M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$9.11M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$6.61M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$5.79M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$5.57M |
WAFD Hedge Fund Activity: Q3 2017 in Review
224 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2017, worth a combined $2.47B — down 1.1% from $2.5B a quarter earlier.
Fund positioning in WAFD was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 73 added to existing stakes and 95 trimmed.
The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $29.5M.
- 224 institutional investors held WaFd (WAFD) as of Q3 2017, down from 226 in Q2 2017.
- Funds reported $2.47B of WaFd stock for Q3 2017, down 1.1% quarter-over-quarter.
- 14 funds opened new WaFd positions in Q3 2017 and 14 closed out, a net change of 0 holders.
- The largest WaFd buyer in Q3 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $10.8M added.
- The largest WaFd seller in Q3 2017 was Fidelity Investments, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2017.