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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
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K +$4.06K +169 +3%
TRCT
177
Tower Research Capital (TRC)
New York
$136K +$134K +5,596 New
AG
178
Advisor Group
Arizona
$134K +$133K +5,553 New
QT
179
Quantbot Technologies
New York
$133K +$132K +5,495 New
LIA
180
LS Investment Advisors
Michigan
$132K +$56.2K +2,339 +76%
Citigroup
181
Citigroup
New York
$131K -$1.57M -65,190 -92%
Victory Capital Management
182
Victory Capital Management
Texas
$126K +$54.2K +2,256 +77%
US Bancorp
183
US Bancorp
Minnesota
$118K
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$112K
Axa
185
Axa
France
$95K
HNB
186
Huntington National Bank
Ohio
$94K +$16.8K +698 +22%
AAM
187
Advisors Asset Management
Colorado
$58K
IA
188
IFP Advisors
Florida
$57K +$56.9K +2,367 New
KBC Group
189
KBC Group
Belgium
$53K -$77.2K -3,213 -59%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$49K
SFPIA
191
Stevens First Principles Investment Advisors
California
$45K -$1.08K -45 -2%
MFS
192
MSI Financial Services
Massachusetts
$41K
Creative Planning
193
Creative Planning
Kansas
$39K +$2.64K +110 +7%
HCM
194
Highlander Capital Management
New Jersey
$34K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$34K
AIM
196
Acrospire Investment Management
Illinois
$29K -$19.2K -800 -40%
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
PCM
198
Penserra Capital Management
California
$10K +$3.32K +138 +50%
DVM
199
Dreman Value Management
Florida
$9K -$12.1M -505,340 -100%
CG
200
Cutler Group
California
$9K +$4.81K +200 +115%

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.