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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
73
Reduced
95
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$428K

Top Buyers

Rank Fund Capital Flow
1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$10.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.41M
3
CAM
Congress Asset Management
Massachusetts
+$6.48M
4
BlackRock
BlackRock
New York
+$3.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.5M
2
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$9.11M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.61M
4
SFM
Systematic Financial Management
New Jersey
-$5.79M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$436K -$3.45K -106 -0.8%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$434K -$292K -8,965 -41%
Tudor Investment Corp
153
Tudor Investment Corp
Connecticut
$431K +$50.2K +1,545 +14%
AB
154
Amalgamated Bank
New York
$401K -$24.2K -743 -6%
Verition Fund Management
155
Verition Fund Management
Connecticut
$399K +$385K +11,849 New
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$391K -$123K -3,786 -25%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$390K +$130 +4 +0%
SAM
158
Securian Asset Management
Minnesota
$377K -$3.25K -100 -0.9%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$376K +$8.62K +265 +2%
TAM
160
Tyers Asset Management
Texas
$367K +$33.7K +1,036 +10%
IG
161
ING Group
Netherlands
$366K -$358 -11 -0.1%
CCIA
162
Campbell & Co Investment Adviser
Maryland
$366K +$353K +10,862 New
AA
163
ALPS Advisors
Colorado
$360K +$348K +10,691 New
WTB
164
Washington Trust Bank
Washington
$352K – – –
RCM
165
Riverhead Capital Management
Delaware
$327K +$29.2K +897 +10%
FCBT
166
First Citizens Bank & Trust
North Carolina
$320K -$75.7K -2,329 -20%
AB
167
AT Bancorp
Iowa
$311K – – –
US Bancorp
168
US Bancorp
Minnesota
$311K – – –
CGH
169
Crossmark Global Holdings
Texas
$306K +$296K +9,096 New
LIA
170
LS Investment Advisors
Michigan
$298K +$11.5K +353 +4%
DWT
171
Dorsey & Whitney Trust
South Dakota
$294K +$6.28K +193 +2%
NA
172
Neuburgh Advisers
California
$289K +$26.5K +814 +10%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$283K -$4.03K -124 -1%
CSS
174
Cubist Systematic Strategies
Connecticut
$283K +$273K +8,411 New
KI
175
Koch Industries
Kansas
$277K +$58.4K +1,796 +28%
5 6
7
8 9

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.