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221 hedge funds and large institutions have $2.02B invested in WaFd in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

993% more call options, than puts

Call options by funds: $295K | Put options by funds: $27K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.87B → $2.02B (+$152M)

6% more funds holding

Funds holding: 209221 (+12)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
69
Reduced
89
Closed
9
Calls
$295K
Puts
$27K
Net Calls
+$268K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
176
Genesee Valley Trust
New York
$201K +$193K +7,534 New
JMPWA
177
JP Morgan Private Wealth Advisors
California
$201K +$194K +7,548 New
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$187K +$2.51K +98 +1%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$185K
BC
180
Bartlett & Co
Ohio
$175K
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$156K -$4.18K -163 -3%
LIA
182
LS Investment Advisors
Michigan
$153K +$8K +312 +6%
KBC Group
183
KBC Group
Belgium
$149K +$87.5K +3,412 +156%
Victory Capital Management
184
Victory Capital Management
Texas
$136K -$1.87K -73 -1%
US Bancorp
185
US Bancorp
Minnesota
$132K +$2.95K +115 +2%
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$132K +$8.85K +345 +8%
RCM
187
Riverhead Capital Management
Delaware
$123K -$1.17M -45,646 -91%
AG
188
Advisor Group
Arizona
$121K -$26K -1,014 -18%
Creative Planning
189
Creative Planning
Kansas
$81K +$37K +1,441 +90%
AIM
190
Acrospire Investment Management
Illinois
$74K +$40.2K +1,568 +131%
IA
191
IFP Advisors
Florida
$66K +$2.33K +91 +4%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$63K +$8.52K +332 +16%
TRCT
193
Tower Research Capital (TRC)
New York
$59K -$86.8K -3,384 -60%
AAM
194
Advisors Asset Management
Colorado
$58K -$5.13K -200 -8%
HNB
195
Huntington National Bank
Ohio
$55K -$47.1K -1,837 -47%
SFPIA
196
Stevens First Principles Investment Advisors
California
$49K
MFS
197
MSI Financial Services
Massachusetts
$45K +$26 +1 +0.1%
HCM
198
Highlander Capital Management
New Jersey
$38K
PFBT
199
Parkside Financial Bank & Trust
Missouri
$37K
IR
200
Invictus RG
Bermuda
$36K +$34.5K +1,343 New

WAFD Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2016, worth a combined $2.02B — up 8.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WAFD positions and 9 closed out — a net gain of 14 holders — while 69 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.9M. The largest seller was Emerald Acquisition, cutting an estimated $10.1M.

  • 221 institutional investors held WaFd (WAFD) as of Q3 2016, up from 209 in Q2 2016.
  • Funds reported $2.02B of WaFd stock for Q3 2016, up 8.1% quarter-over-quarter.
  • 23 funds opened new WaFd positions in Q3 2016 and 9 closed out, a net change of +14 holders.
  • The largest WaFd buyer in Q3 2016 was Vanguard Group, an estimated $12.9M added.
  • The largest WaFd seller in Q3 2016 was Emerald Acquisition, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.