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WaFd
WAFD

Overview Fund Activity

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.

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.91%
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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$235M
2
WCM Investment Management
2
WCM Investment Management
California
$8.06M
3
BFA
3
BlackRock Fund Advisors
California
$132M
4
PIM
4
Perkins Investment Management
Illinois
$23.2M
5
WI
5
WBI Investments
New Jersey
$5.64M

Top Sellers

1
EA
1
Emerald Acquisition
Washington
$944K
2
NI
2
Numeric Investors
Massachusetts
$9.4M
3
SIM
3
Sprucegrove Investment Management
Ontario, Canada
$44.1M
4
KCM
4
Kennedy Capital Management
Missouri
$5.78M
5
State Street
5
State Street
Massachusetts
$84.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GVT
176
Genesee Valley Trust
New York
$201K 7,534 +7,534 New
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$201K 7,548 +7,548 New
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$187K 7,016 +98 +1%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$185K 6,940 – –
BC
180
Bartlett & Co
Ohio
$175K 6,543 – –
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$156K 5,832 -163 -3%
LIA
182
LS Investment Advisors
Michigan
$153K 5,738 +312 +6%
KBC Group
183
KBC Group
Belgium
$149K 5,600 +3,412 +156%
Victory Capital Management
184
Victory Capital Management
Texas
$136K 5,107 -73 -1%
US Bancorp
185
US Bancorp
Minnesota
$132K 4,971 +115 +2%
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$132K 4,945 +345 +8%
RCM
187
Riverhead Capital Management
Delaware
$123K 4,600 -45,646 -91%
AG
188
Advisor Group
Arizona
$121K 4,539 -1,014 -18%
Creative Planning
189
Creative Planning
Kansas
$81K 3,039 +1,441 +90%
AIM
190
Acrospire Investment Management
Illinois
$74K 2,767 +1,568 +131%
IA
191
IFP Advisors
Florida
$66K 2,458 +91 +4%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$63K 2,357 +332 +16%
TRCT
193
Tower Research Capital (TRC)
New York
$59K 2,212 -3,384 -60%
AAM
194
Advisors Asset Management
Colorado
$58K 2,181 -200 -8%
HNB
195
Huntington National Bank
Ohio
$55K 2,055 -1,837 -47%
SFPIA
196
Stevens First Principles Investment Advisors
California
$49K 1,855 – –
MFS
197
MSI Financial Services
Massachusetts
$45K 1,678 +1 +0.1%
HCM
198
Highlander Capital Management
New Jersey
$38K 1,417 – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$37K 1,383 – –
IR
200
Invictus RG
Bermuda
$36K 1,343 +1,343 New
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8
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