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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
AB
151
Amalgamated Bank
New York
$457K -$9.86K -276 -2%
XK
152
Xact Kapitalforvaltning
Sweden
$454K
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$450K
NA
154
Neuburgh Advisers
California
$447K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$443K -$17.6K -492 -4%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$427K +$412K +11,545 New
SG Americas Securities
157
SG Americas Securities
New York
$404K -$182K -5,085 -32%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$397K +$43.2K +1,209 +13%
ECM
159
ExodusPoint Capital Management
New York
$389K +$376K +10,524 New
WTB
160
Washington Trust Bank
Washington
$387K
GI
161
GAMCO Investors
Connecticut
$370K
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$370K +$357K +10,002 New
PA
163
Profund Advisors
Maryland
$359K +$32.1K +898 +10%
AA
164
ALPS Advisors
Colorado
$355K +$343K +9,596 New
ICM
165
IMS Capital Management
Oregon
$347K
MFG
166
MidWestOne Financial Group
Iowa
$340K
GH
167
GAM Holding
Switzerland
$340K +$88.3K +2,474 +37%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$336K +$14.2K +397 +5%
SAM
169
Securian Asset Management
Minnesota
$330K -$26.1K -731 -8%
DWT
170
Dorsey & Whitney Trust
South Dakota
$327K
MCIM
171
Meadow Creek Investment Management
Georgia
$325K
ACM
172
AlphaCrest Capital Management
New York
$318K +$307K +8,600 New
ACI
173
AMP Capital Investors
Australia
$317K
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$316K +$28.7K +804 +10%
PIA
175
Piedmont Investment Advisors
North Carolina
$310K -$66.2K -1,855 -18%

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.