WAFD icon

WaFd
WAFD

Overview Fund Activity

202 hedge funds and large institutions have $1.75B invested in WaFd in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-16
Holders Change %
-7.34%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
77
Reduced
73
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DVM
1
Dreman Value Management
Florida
$11.5M
2
PIM
2
Perkins Investment Management
Illinois
$9.91M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$177M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$182M

Top Sellers

1
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$49.4M
2
Millennium Management
2
Millennium Management
New York
$0
3
SFM
3
Systematic Financial Management
New Jersey
$40M
4
WI
4
WBI Investments
New Jersey
$0
5
EAM
5
Edge Asset Management
Washington
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
176
Victory Capital Management
Texas
$66K -$48.7K -2,157 -42%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$64K +$64K +2,800 New
AAM
178
Advisors Asset Management
Colorado
$54K -$2.27K -100 -4%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$46K – – –
AIM
180
Acrospire Investment Management
Illinois
$45K +$45K +1,999 New
SFPIA
181
Stevens First Principles Investment Advisors
California
$43K – – –
CHP
182
Cable Hill Partners
Oregon
$41K – – –
EMG
183
ETF Managers Group
New Jersey
$40K +$40K +1,221 New
MFS
184
MSI Financial Services
Massachusetts
$38K +$23 +1 +0.1%
Creative Planning
185
Creative Planning
Kansas
$34K -$183K -8,010 -84%
HCM
186
Highlander Capital Management
New Jersey
$32K -$13.2K -583 -29%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$31K +$3.56K +159 +13%
IR
188
Invictus RG
Bermuda
$21K +$21K +930 New
Geode Capital Management
189
Geode Capital Management
Massachusetts
$14K +$313 +13,816 +2%
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
JIC
191
Joel Isaacson & Co
New York
$11K +$11K +500 New
TWA
192
TCI Wealth Advisors
Arizona
$5K – – –
VCM
193
Versant Capital Management
Arizona
$4K +$522 +27 +15%
CG
194
Cutler Group
California
$3K -$22.7K -1,319 -88%
GAM
195
Gemmer Asset Management
California
$2K – – –
WCBA
196
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
WEC
197
Winslow Evans & Crocker
Massachusetts
$1.9K – – –
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$1.61K -$404K -17,823 -100%
Nuveen Asset Management
199
Nuveen Asset Management
Illinois
$1.07K -$7 -318 -0.7%
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
6 7
8
9 10