WaFd
WAFD
242 hedge funds and large institutions have $2.42B invested in WaFd in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
2% more funds holding
Funds holding: 237 → 242 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $2.51B → $2.42B (-$88.5M)
1.13% less ownership
Funds ownership: 85.33% → 84.21% (-1.1%)
29% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 100
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$8.22M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.09M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$7.26M |
| 4 |
ClearBridge Investments
New York
|
+$5M |
| 5 |
Morgan Stanley
New York
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$35M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.8M |
| 3 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$10.1M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$8.72M |
| 5 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$7.25M |
WAFD Hedge Fund Activity: Q4 2019 in Review
242 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2019, worth a combined $2.42B — down 3.5% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WAFD positions and 16 closed out — a net gain of 12 holders — while 71 added to existing stakes and 100 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $8.22M. The largest seller was LSV Asset Management, cutting an estimated $35M.
- 242 institutional investors held WaFd (WAFD) as of Q4 2019, up from 237 in Q3 2019.
- Funds reported $2.42B of WaFd stock for Q4 2019, down 3.5% quarter-over-quarter.
- 28 funds opened new WaFd positions in Q4 2019 and 16 closed out, a net change of +12 holders.
- The largest WaFd buyer in Q4 2019 was Citadel Advisors, an estimated $8.22M added.
- The largest WaFd seller in Q4 2019 was LSV Asset Management, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2019.