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247 hedge funds and large institutions have $2.5B invested in WaFd in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 242247 (+5)

0% more capital invested

Capital invested by funds: $2.49B → $2.5B (+$10M)

0.28% more ownership

Funds ownership: 83.67%83.96% (+0.28%)

28% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 94

Holders
247
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
31
Increased
68
Reduced
94
Closed
23
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$579K -$37.3K -1,051 -6%
CIC
152
Cutler Investment Counsel
Oregon
$548K
XK
153
Xact Kapitalforvaltning
Sweden
$546K
JG
154
Jefferies Group
New York
$539K +$553K +15,576 New
PA
155
Profund Advisors
Maryland
$538K -$36 -1 -0%
SG Americas Securities
156
SG Americas Securities
New York
$531K -$58.3K -1,642 -10%
FCM
157
Flinton Capital Management
Pennsylvania
$528K
WG
158
Winton Group
United Kingdom
$522K +$535K +15,080 New
MHS
159
M Holdings Securities
Oregon
$521K +$10.5K +295 +2%
AW
160
Alpha Windward
Massachusetts
$510K -$44.7K -1,260 -8%
WCM
161
Washington Capital Management
Washington
$488K
AA
162
ALPS Advisors
Colorado
$462K +$183K +5,161 +63%
IG
163
ING Group
Netherlands
$455K -$746 -21 -0.2%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$440K +$450K +12,668 New
TAM
165
Tyers Asset Management
Texas
$435K
AB
166
Amalgamated Bank
New York
$423K -$13.1K -370 -3%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$421K -$26.5K -745 -6%
ICM
168
IMS Capital Management
Oregon
$420K
BIM
169
Bogle Investment Management
Massachusetts
$417K +$428K +12,047 New
WCM
170
Wedge Capital Management
North Carolina
$410K -$72K -2,028 -15%
Victory Capital Management
171
Victory Capital Management
Texas
$409K +$120K +3,377 +40%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$399K -$44.8K -1,263 -10%
RCM
173
Riverhead Capital Management
Delaware
$388K
JMPWA
174
JP Morgan Private Wealth Advisors
California
$387K +$91K +2,564 +30%
SAM
175
Securian Asset Management
Minnesota
$367K -$4.9K -138 -1%

WAFD Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2018, worth a combined $2.5B — up 0.4% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WAFD positions and 23 closed out — a net gain of 8 holders — while 68 added to existing stakes and 94 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $96M.

  • 247 institutional investors held WaFd (WAFD) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.5B of WaFd stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 31 funds opened new WaFd positions in Q1 2018 and 23 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2018 was Brown Advisory, an estimated $34M added.
  • The largest WaFd seller in Q1 2018 was Fidelity Investments, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2018.