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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
PA
151
Profund Advisors
Maryland
$399K +$28.9K +1,201 +8%
GC
152
Guggenheim Capital
Illinois
$397K -$8.58K -357 -2%
SB
153
Suntrust Banks
Georgia
$394K +$20.3K +843 +5%
CIC
154
Cutler Investment Counsel
Oregon
$384K
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$381K -$1.8K -75 -0.5%
VKH
156
Virtu KCG Holdings
New York
$374K +$370K +15,407 New
YMRC
157
Yorktown Management & Research Company
Virginia
$359K
WCM
158
Washington Capital Management
Washington
$342K
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$326K -$8.34K -347 -3%
SEI Investments
160
SEI Investments
Pennsylvania
$325K -$24 -1 -0%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$324K -$11.3K -472 -3%
MHS
162
M Holdings Securities
Oregon
$321K -$11.7K -485 -4%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$313K -$1.12M -46,410 -78%
AB
164
Amalgamated Bank
New York
$287K +$16.8K +701 +7%
BCM
165
BlueCrest Capital Management
Jersey
$269K +$267K +11,093 New
SAM
166
Securian Asset Management
Minnesota
$268K -$31.6K -1,314 -11%
WTB
167
Washington Trust Bank
Washington
$254K -$19.2K -800 -7%
SCM
168
Shelton Capital Management
Colorado
$249K
Credit Agricole
169
Credit Agricole
France
$243K +$241K +10,022 New
DWT
170
Dorsey & Whitney Trust
South Dakota
$242K
AB
171
AT Bancorp
Iowa
$224K
JG
172
Jefferies Group
New York
$206K +$204K +8,486 New
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$168K +$1.59K +66 +1%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$168K +$167K +6,940 New
BC
175
Bartlett & Co
Ohio
$159K -$187K -7,800 -54%

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.