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237 hedge funds and large institutions have $2.51B invested in WaFd in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 218237 (+19)

6% more capital invested

Capital invested by funds: $2.37B → $2.51B (+$132M)

0.78% more ownership

Funds ownership: 84.55%85.33% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

59% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.7M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
63
Reduced
90
Closed
11
Calls
$1.53M
Puts
$3.7M
Net Calls
-$2.17M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
126
BW Gestao de Investimentos
Brazil
$922K -$108K -3,035 -11%
ProShare Advisors
127
ProShare Advisors
Maryland
$899K -$26.8K -750 -3%
SOMRS
128
State of Michigan Retirement System
Michigan
$852K -$28.6K -800 -3%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$837K -$10.8K -302 -1%
SFI
130
Susquehanna Fundamental Investments
Pennsylvania
$836K +$807K +22,600 New
LPL Financial
131
LPL Financial
California
$812K -$56.4K -1,579 -7%
Deutsche Bank
132
Deutsche Bank
Germany
$779K -$2.32M -64,998 -75%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$763K -$24.1K -676 -3%
TCM
134
Tradewinds Capital Management
Washington
$761K -$25.7K -720 -3%
DCM
135
Dean Capital Management
Kansas
$741K
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$707K -$53.6K -1,500 -7%
FCM
137
Flinton Capital Management
Pennsylvania
$690K
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$688K
CIC
139
Cutler Investment Counsel
Oregon
$586K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$584K +$8.54K +239 +2%
TAM
141
Tyers Asset Management
Texas
$569K
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$539K -$10.4K -290 -2%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$533K +$514K +14,400 New
SOADOR
144
State of Alaska Department of Revenue
Alaska
$522K +$504K +14,120 New
PI
145
PineBridge Investments
New York
$520K +$8.96K +251 +2%
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$518K
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$517K -$6.96K -195 -1%
RCM
148
Riverhead Capital Management
Delaware
$507K
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$486K
MFG
150
Magnus Financial Group
New York
$461K

WAFD Hedge Fund Activity: Q3 2019 in Review

237 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2019, worth a combined $2.51B — up 5.5% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 11 closed out — a net gain of 20 holders — while 63 added to existing stakes and 90 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $69M. The largest seller was BlackRock, cutting an estimated $38.1M.

  • 237 institutional investors held WaFd (WAFD) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $2.51B of WaFd stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q3 2019 and 11 closed out, a net change of +20 holders.
  • The largest WaFd buyer in Q3 2019 was Robeco Institutional Asset Management, an estimated $69M added.
  • The largest WaFd seller in Q3 2019 was BlackRock, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2019.